Add a Custom Currency

You can create custom currencies if the default currencies do not meet the needs of your organization.

To add a custom currency:

1. Navigate to the Currencies dictionary page
   1. In the object selector, select Workspace.
   2. In the object selector, beside a workspace name, select , and then select View Summary & Settings.
   3. On the Summary & Settings page, select Dictionaries, and then select Currencies.
2. On the Currencies page, double-click in a new row and complete the following fields:
   • Name: Enter a unique name for the currency.
   • Currency Code: Enter a unique currency code with fewer than 3 characters.
   • Currency Symbol: Enter a currency symbol. The currency symbol is displayed next to monetary amounts in the application for users who chose to display currency symbols.
   • Decimal Places: Enter the amount of decimal places to display. The application shows up to 5 decimal places.
   • Sharing Method: Specify how the currency is shared between parent and child workspaces:
     • Manual: The currency can be pulled down by child workspaces individually, using the Assign button in each child workspace. This is the default option.
     • Automatic: The currency is pushed down to child workspaces automatically.
3. Select Save.

Tips

• To add a custom currency that already exists in a parent workspace, select Assign.... Select the checkbox for the custom currency, and then select Assign.
• When adding a custom currency with a currency code that exists in the current workspace hierarchy, you can choose whether to assign or promote the currency.
• You cannot add a custom currency with a currency code that exists in a different workspace hierarchy. Navigate to a higher level workspace and add the custom currency there, or locate the currency's current owning workspace and update the owning workspace. See Update the Owning Workspace of Dictionary Items for more information.

This setting is used in the following apps: