Currency

Clicking the Currencies tab displays the currencies home page. CollapsedMore about the home page.

FinancialForce 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 multi-currency feature or it can use its own custom currency rate tables for multi-currency conversions.

If you have permissions to do so you can:

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.

Notes
You must create a currency record for every currency that you plan to use in FinancialForce PSA.
Exchange rates are preloaded when a new FinancialForce PSA new or edit page is opened. If you amend the applicable exchange rate while a document is "In Progress", you must reload the page to apply the new rate before posting.

Related Information

Setting up the Application

Related Tasks

Creating a PSA Currency

Editing a Custom PSA Currency

Reference Materials

Currency Fields

Currency Settings

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