The corporate currency is set during the initial setup and configuration for each customer. Once set, it cannot be changed.

From the list of ISO currencies that the application provides, there is a default currencies set. This selection of currencies is called Default Tenant Supported Currencies (TSC).

If a Customer Tenant decides to add currencies to the Default Tenant Currencies list, then this complete list of currencies would be called Instance Currencies.

As a System Administrator, you can set up this list for your own tenant.

Currency conversion rates for your tenant can be set up only using currencies from the selected TSC list.

For the complete list of Default Tenant Supported Currencies, see Default supported currencies.

The Pricing Policy Administrator of the Tenant (Service Provider or Customer Tenant) is able to set Corporate Currency (CC) for the Tenant(s).

In the

Currency management

page, there are two tabs:

Currency setup
Conversion rate

The

Currency setup

tab is the one you use to set up the Corporate Currency. This page presents a list of currencies from which to select the Corporate Currency you want by selecting the radio button next to it.

Once you have made your currency selection, click

Confirm

at the bottom of the table. Otherwise, to clean your selections, click

Cancel

.

When you confirm your currency selection, you get a message saying once the Corporate Currency is set for this tenant, it cannot be changed. So, you click the check box to acknowledge that you understand this, and then click

Yes

. Otherwise, if you are not sure of your selection, click

No

.

For more information on currency conversion, see Currency conversion.

Once the Corporate Currency in SP is confirmed, you must also select whether you want to apply this Service Provider Corporate Currency as Corporate Currency of all future Customer Tenants. Select the radio button for either

Yes

or

No

and then click

Submit

. Otherwise, click

Cancel

to make any changes to your selections.

If you select to apply this Corporate Currency to all future tenants, you get a message saying that:

All future Customer Tenants will use this tenant Corporate Currency. No change for existing Customer Tenants.

You then select the checkbox shown to apply this Corporate Currency to all future tenants, and then click

Yes.

You then get a

Success notification - Data saved successfully

, and that is the end of the Corporate Currency configuration process. If at any time you want to change your Corporate Currency selection for your Customer Tenant, you must click

Edit

to the right of the screen.

For more details about Customer Tenants inheriting the Corporate Currency from the Service Provider, see Corporate currency for Service Provider.