Choosing a display Currency within the Financial Planner
You can choose to view the Financial Planner in Client, Base or Project Currency.
This article outlines the available options for the Currency box within the Financial Planner.
Caution: The option to Allow Currency Selection is available and turned on within the Financial Planner Templates as well as when overriding it at the Project Level allowing you to permit users to modify the displayed Currency of the Financial Planner. When turned off, users will no longer be able to select a Display Currency from the Financial Planner.
Base Currency
- When Base Currency is chosen: All amounts are calculated in Base Currency (Setup > Financial > System).
Client Currency
- When Client Currency is chosen: All amounts are calculated in Client Currency (Setup > Financial > System > Accounting System > Company List > Company Edit).
Project Currency
- When Project Currency is chosen: All amounts are calculated in Project Currency (Project List > Project edit > Settings > Options tab).