Objective
The enterprise currency section, allows 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 the base currency. After selecting the base currency this will be the default currency that is displayed all throughout the platform. for example the main dashboard, reports etc
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 Rate To Base Currency’ this will affect the conversation when calculating (spending/budget) back to the platform base 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 | |
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| 1 | 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. | HIGH | ||
| 2 | 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. If the campaign currency is different form the base this will utilise the rate to base functionality to populate any financial reporting linked to the campaign. | HIGH |
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| 3 | 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. | HIGH | ||
| 4 | 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. | HIGH | ||
| 5 | Dashboard and Reports | Th main dashboard should display any financial information using the base currency. [enterprise].cvtr.io/v2/dashboard The below reports, should all default back to the base currency on the platform.
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User interaction and design
Open Questions
Question | Answer | Date Answered |
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