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9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
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The Currency master data page shows a standardized list of all currencies your company can use, including both system created and user-defined currencies that can be used for various business functions in the InEight cloud platform applications and associated to projects. Each currency allows you to include the applicable plural form of the currency (i.e., Dollar vs. Dollars), the subunit for the currency (i.e., Dollars and Cents), and the plural form of the subunit (i.e., Cents).
With the applicable permissions, you can select the icon to add, edit, or delete master data currencies. Permissions are configured in Roles and permissions > Master data libraries > Currency.
Permission Name | Description | Level |
---|---|---|
View currency | Allows the user to view the list of currencies available in master data. By default, the view permission is selected for all users and cannot be changed. | Base user |
Add currency | Allows the user to create and add currencies to master data. | Organization Admin |
Edit currency | Allows the user to modify existing currencies in master data. For system created currencies, only the currency subunit, currency plural, and currency subunit plural can be edited. | Organization Admin |
Delete custom currency | Allows the user to delete an existing custom currency in master data.
System created currencies cannot be deleted. For a custom currency, all associations (e.g., account codes, employees, projects, organizations, etc.) must be removed before it can be deleted. |
Organization Admin |
When adding or editing currencies, complete the required fields and include any additional fields as needed.
Field Name | Description |
---|---|
Currency code | A three letter unique identifier used for the currency. |
Name | Full name of the currency. |
Entity | Country of origin or owner of the currency. |
Symbol | Symbol associated with the currency. |
Currency subunit | Name of the currency subunit. |
Currency plural | Name of multiple units of the currency. |
Currency subunit plural | Name of multiple units of the currency subunit. |
Created by | Name of the user that added the currency to the master data library. |
Created on | Date and time that the currency was added to the master data library. |
Last modified by | Name of the user that last modified the currency record in the master data library. |
Last modified on | Date and time that the currency record was modified in the master data library. |
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information