Administrators can configure multiple currencies in UniPhi. Setting up currencies can then allow users to run projects, report on your project budgets and contracts, and set up individual contracts using different currencies.
Start by pressing the menu icon, then go to Configuration > Currency Rates.
Here, you can see the existing currencies that have been added. To add a new one, press the yellow plus icon.
Enter the abbreviation and press the green save icon.
Pressing the pencil icon on the right hand side allows you to change the currency symbol and select it as the base currency or the default currency.
Base currency = the other currencies rates will be calculated in relation to it.
Default currency = all projects will use this currency unless otherwise specified.
Press this icon to save your changes.
Once you have set up the currency, you will need to define the conversion rate.
This is done from the Rate History sub-nav.
There are 3 ways that the rate history can be updated:
You can manually enter rates into any white cells and press save.
You can press the yellow plus icon, select the start date, and manually enter the rates for all currencies. The start date determines when these rates came into effect.
Press the green save icon when you are done.
You can press the upload icon to import the currency rates from the RBA.
Once configured, you can use the currency rates across UniPhi. Such as:
Changing the default currency of a project
View your cost dashboard in various currencies.
Contracts can be made with different currencies.
Changing the currency of an existing does not change the contract value entered, it just changes the currency symbol being used.
There are also a host of cost and contract reports in which you can select different currencies to view them in.
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