Exchange Rates

Projetex 2006 provides you with possibility to assign different Client Currency to each Client, Expert Currency to each Expert, and still, be able to see ‘the whole picture’ using your Base Currency. (Base Currency is set on the General page of the Corporate Settings window of Projetex 2006 Server Administrator)

On the Exchange Rates page of the Corporate Settings window you can specify the exchange rates between your Base Currency and other currencies used (on the screenshot below Base Currency is EUR).

To open Exchange Rates page click Exchange Rates in the left part of the Corporate Settings window.

To create a new exchange rate record:

1. Click New button. New Exchange Rate window will open.

2. Select the currency from the drop-down list and specify the rate itself.

Note: the currencies list consists of currencies added on the Currencies page of the Corporate Settings of Projetex 2006 Workstation.

3. Click OK to save changes or click Cancel to quit without saving.

To edit existing exchange rate record:

1. Select the necessary record from the list.

2. Click Edit button.

3. Change the rate as needed in the Edit Exchange Rate window.

4. Click OK to save changes or click Cancel to quit without saving.

To delete the existing exchange rate record:

1. Select it from the list.

2. Click Delete button.

3. Confirm deleting on the Confirm dialog box:

See Also: Multi-Currency Support

See Also: Projetex 2006 Server Administrator Settings