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Adding Currencies and Exchange Rates |
  
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Adding Currencies and Exchange Rates |
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Adding new currencies
Since the currencies of your clients 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 Projetex Workstation and select Corporate command of Settings menu.
2. In 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 New button. You can also edit or delete an existing currencies.
Setting exchange rates
You can enter exchange rates between your base currency and any of the other currencies. Exchange rates of currencies are used for keeping parallel records in both base currency and client/freelancer currencies relating to your base currency.
To enter an exchange rate, click Exchange Rates section in Corporate Settings window.
To add new currency exchange rate, click New button.
Select the currency from the drop-down list, enter its rate relating to your base currency and click OK.