Currencies
- Adam Carter
- Arunima Kurup Prasad
Platform URL | |
|---|---|
Epic | |
API Endpoints | Load Currencies
Add Currency
Edit Currency
|
Document status | FOR REVIEW |
Document owner | @Danny Hannah @Adam Carter |
Technical writers | @Arunima Kurup Prasad |
Related Content |
Feature Overview
The enterprise currency section, allows Super Admin and Admin users to add multiple currencies to the platform.
When adding currencies to the platform, the first currency becomes the base currency, 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 ‘Conversion Rate To Base Currency’, which will affect the 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.
It is not possible to delete currencies as this will result in breaking campaigns that are configured using those currencies.
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 | 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. |
User Permissions
Only Super Admin and Admin users have access to the Enterprise section of the platform.