More about the home page.
- In the View section, select an appropriate list view from the drop-down list to go directly to that list page, or click Create New View to define your own custom list view. List views let you display a list of records that match specific criteria.
- In the Recent section, select an item from the drop-down list to display a brief list of the top records matching that criteria. The choices are listed in the table.
- From the list, you can click any timecard number to go directly to its detail.
- Click New to create a new currency.
| Recent Choice | Description | |
|---|---|---|
| Recently Viewed | The last 10 or 25 records you viewed, with the most recently viewed item listed first. This list is derived from your recent items and includes records owned by you and other users. | |
| Recently Created | The last 10 or 25 records you created, with the most recently created item listed first. This list only includes records owned by you. | |
| Recently Modified | The last 10 or 25 records you updated, with the most recently updated item listed first. This list only includes records owned by you. |
PSA handles currency and exchange rates in different ways depending on the way in which you have configured it. PSA can use Salesforce's advanced currency management feature or it can use its own custom currency rate tables for multi-currency conversions.
If you have permissions to do so you can:
- Create dated exchange rates in each currency, which are applied for specific time periods. This allows you to change the rate as it changes on the foreign exchange market.
- Add new exchange rates.
- Edit existing exchange rates.
- Set a currency as the corporate currency.
If you have configured PSA to use the advanced Salesforce multi-currency feature, you manage the exchange rates and currencies using the Manage Currencies section of the Company Profile. See the Salesforce Help for more information on currency management on the Salesforce platform.
When the Salesforce Advanced Multi Currency setting is set to false, the PSA Currencies tab is used in multi-currency conversions instead of the advanced Salesforce multi-currency feature.