| Page Properties | ||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Target release N/A | N/AEpic
| QATechnical writers
Designer Tech lead
|
Feature Overview
The enterprise currency section, allows Super Admin and Admin users to add multiple currencies to the platform. A Super Admin or Admin are the only user types that can do this.
...
When adding currencies to the platform, the user can specify which currency is first currency becomes the base currency. After selecting the base currency this , which will be the default currency that is displayed all throughout the platform. , for example in the main dashboard, reports etc.
New currency can be added using the ‘Add’ button as shown below.
...
When adding multiple currencies to the platform this will also allow the user when creating a campaign to specify a different currency on the campaign from the base. The user can also specify the ‘Convertion ‘Conversion Rate To Base Currency’ this , which will affect the conversation conversion when calculating (spending/budget) back to the platform base currency.
The below screenshot shows the ‘Financials’ tab in the Create campaign flow where the user can select from multiple currencies configured in the system.
...
When a currency is selected from the dropdown, the conversion rate with respect to the base currency is automatically populated from the settings in Enterprise > Currencies for that currency.
Even though individual campaigns can have a different currency all reporting figures throughout the platform will still result in the base currency.
When adding additional currencies to the platform will allow adding any IOs in the currency that has been set at an enterprise level.
This will then on a campaign level filter any IO's that do not match the currency set on the campaign.
Assumptions
Requirements
...
Requirement
...
User Story
...
Importance
...
Jira Issue
...
Notes
...
Enterprise Currencies
...
As a super admin or admin user, I should be able to create & edit enterprise currencies on a global level. I should be able to create many currencies globally. I should not be able to delete any currencies
I should be able to set a “name” for my currency, specify the “symbol” used and the “rate to base”.
Validation should prompt is any of these fields are missing when going to add a new currency to the platform.
When adding the first currency to the platform this will automatically be the base currency for the platform.
...
| Status | ||||
|---|---|---|---|---|
|
...
Campaign Currency
As a super admin, admin or agency user, I should be able to select the campaign currency for that campaign if more than once currency is added to the platform.
When selecting a currency these should be populated in a drop-down menu with all the avaible options.
...
It is not possible to delete currencies as this will result in breaking campaigns that are configured using those currencies.
\uD83D\uDDD2 Summary
...
Functionality | User Story | |
|---|---|---|
| 1 | Add currencies | An Admin/Super admin can add multiple currencies to the platform in a way that the first one is set as the base currency and the conversion rates of the remaining can be set with respect to the base currency, so that campaigns can be created using different currencies and the rate to base functionality can be utilised to populate any financial reporting linked to the campaign. |
| 2 |
| colour | Red |
|---|---|
| title | HIGH |
Adding IOs
As a super admin, admin or agency user, I should be able to create an IO and select which currency I would like to associate it to if more than once the currency is added to the platform.
When adding an IO and there is more then one currency this will populate the drop-down menu with all the avaible options.
After the IO has been saved this currency selected cannot edited.
| Status | ||||
|---|---|---|---|---|
|
Campaign Currency IO assignment
As a super admin, admin or agency user, I should be able to specify which currency the campaign will be in. Once the campaign currency is specified I should be able to see a populated list of available IOs in that said currency.
Any IOs that do not match the campaign currency should be unselecteable.
| Status | ||||
|---|---|---|---|---|
|
Dashboard and Reports
Th main dashboard should display any financial information using the base currency.
| Code Block |
|---|
[enterprise].cvtr.io/v2/dashboard |
The below reports, should all default back to the base currency on the platform.
Advertiser performance
ROI Breakdown
Periodic Breakdown
Publisher Performance
Report Builder
User interaction and design
Open Questions
...
Question
...
Answer
...
Date Answered
Edit currency | An Admin/Super admin can edit the name, symbol and conversion rate of currencies with respect to the base currency so that the conversion rates are up to date. | |
| 3 | Delete currency | An Admin/Super admin should not be able to delete any existing currencies from the platform so that it does not affect any campaigns configured with those currencies. |
\uD83D\uDDD2 User Permissions
Only Super Admin and Admin users have access to the Enterprise section of the platform.