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Directories > Currencies

Description and appearance

The directory is informative and displays the types of currencies imported into the system.
It is used to determine the currency used by employees in the mobile application.

Adding a new currency

There is an option to add a new currency in the directory - use the button for this  at the top of the page.
When creating, you need to fill in the code of the new currency (it can be arbitrary):

  • name,
  • full name,
  • symbol,
  • exchange rate,
  • would the new currency entry be the default.

Additional features of the directory

Export to Excel

Export directory data to an Excel file.

Export empty template to Excel

Export in Excel format an empty template containing all columns displayed in the table, intended for filling in and subsequent data import.


Export template with data to Excel

Export in Excel format of a template containing all columns displayed in the table and all the directory data visible at the time of exporting.
Intended for information editing and subsequent import it back.


Import from an Excel template

Upload data from Excel template to the directory, exported before by using the Export Excel Template buttons (empty or with data). 
Important: template downloaded from the directory should be imported only in that direcotory!


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