This section displays the list of all currencies registered in the system in the form of a table of exchange rate relationships. Each currency has a direct exchange rate to any other currency on the list. Since currencies are the cornerstone of the billing process, they are specified in various section of the system, such as Invoices, Rate Tables, Clients, Resellers, etc. Check out the section structure on the screenshot down below.
Screenshot: Currencies section main window
Functional buttons/icons presented in the section are as follows:
Button/Icon | Description | |
---|---|---|
Allows to create a new currency | ||
Allows managing an existing currency on a list | ||
Allows deleting a currency from the system. Requires confirmation | ||
Allows managing an exchange rate of a currency |
You can add a new currency by clicking the New Currency button above the list. In a pop-up window (see screenshot below), you need to fill in the required fields and click OK.
Screenshot: New Currency pop-up window
Field | Description |
---|---|
Name | Name of a new currency |
Rates Precision | Number of decimal places for rates formatting. By default, the field value is set to 4. |
Details Precision | Number of decimal places for detailed monetary values formatting. By default, the field value is set to 4. |
Totals Precision | Number of decimal places for total monetary values formatting. By default, the field value is set to 2. |
The respective numbers will be displayed in all reports (details precision is used for all reports except xDR report) with cost and rate values in the statistics. They will also be shown in the invoices, except total values (totals always have 2 decimal places in invoices).
After you add a currency, you need to specify the rate. To do this, you need to (see animation down below):
As a result, a new rate for the currency pair will be added. If more than one currency rate had been added, you can view a history of changes in the Date column.
Animation: Specifying a currency rate
Tip Statistical data of a new currency will be available after it'd been added to the system. However, if the currency has an old start date, and you want old data to be billed in this currency, you need to run calls rerating. |
Attention Please note that changing of the system currency requires running of Dynamic Routing Manager to generate a routing table with rates in the new system currency. |