Adding Currencies and Exchange Rates

Adding new currencies

Since the currencies of your experts and freelancers may be different from yours, you will need to add new currencies to your Projetex database and to define their exchange rates relating to your base currency.

 

 

To define currency settings:

1. Open the Projetex Workstation and select Corporate Settings in the Backstage view.

2. In the Corporate Settings window, click Currencies.

3. If some of the currencies that you need are not included into the list, you may add them by clicking the New button. You can also edit or delete existing currencies.

 

 

Setting exchange rates

You can set the exchange rates between your base currency and any of the other currencies. Exchange rates of currencies are used for parallel record-keeping in both  the base currency and the expert/expert currencies relating to your base currency.

To enter an exchange rate, click the Exchange Rates section in the Corporate Settings window.

To add a new currency exchange rate, click the New button.

Select a currency from the drop-down list, enter its rate relating to your base currency and click OK.

 

 

 

See also:

Currencies Management