Where Do I Change Currencies?

Where Do I Change Currencies?

Enabling currencies can be done at the Application level (for all Deals) and/or in the Settings of a Deal.

1.  Application Level
   1. From the main Menu Bar, click on Admin/Application Settings.
   2. Scroll down the screen to the fifth section, Currency settings.
   3. To the left of the text “GlobalCurrency,” click on the Edit pencil icon.
   4. In the Edit Settings window, change the Value field by clicking on the down arrow and selecting the new currency.
   5. Press Save.
   6. Return to your Deal and select the Summary tab.
   7. Navigate to the Financial Summary section where you will see both currencies, USD and the currency selected in step d.
   8. These changes will also be reflected in the Financials tab.
      
      
      
2. Settings of a Deal
   1. Open a Deal.
   2. On the Tab Bar, click on the Settings tab, the last one on the right.
   3. On the Target Settings page, click on Edit.
       The Target Settings window opens.
   4. Under General Settings, change the Local Currency selection by clicking on the down arrow and selecting the Currency.
   5. Press Save.
   6. Click on the Summary tab.
   7. Scroll to the Financial Summary section where you will see both currencies, USD and the currency selected in step 2.d.
      
      

Navigate to the Financial Summary section where you will see both currencies, USD and the currency selected in step d.These changes will also be reflected in the Financials tab.