Currency 

Currency allows you to add different currencies along with their current exchange rate, in addition to the base currency, to procure assets and services from different vendors. ServiceDesk Plus Cloud supports all currencies.

Add currency

List view actions

    Edit currency

    Delete currency

    Reactivate currency

    Configure exchange rate

    View exchange rate history

    Search currency

    Manage list view

 Add Currency 

• Go to Setup > Instance Settings > Currency.
• Click New Currency.

• In the New Currency pop-up, enter the following details: (* Mandatory)
  • Currency Name * : Select a currency name from the drop-down.
  • Currency Code: This is populated based on the chosen currency and cannot be edited.
  • Currency Symbol * : This is also populated based on the chosen currency. However, it can be edited.
  • Exchange Rate * : Specify the exchange rate of the chosen currency against the base currency.
• Click Save.

List View Actions 

The base currency will be marked with a star icon .

 Edit Currency 

• Click the gear icon next to the currency name.
• Click Edit. 
• Edit the necessary details. 
• Click Save.

Delete Currency 

To delete a currency,

• Click the gear icon  next to the currency name.
• Click Delete.

Deleting a currency in use will only deactivate it. It will not be removed from the instance. These currencies cannot be used in the application and will be marked as Currently not for future use, as shown: 

Reactivate Currency 

To reactivate the currency,

• Click the gear icon next to the inactive currency. 
• Click Edit.
• Disable Currently not for future use.
• Click Save.

Configure Exchange Rate

You can configure the exchange rate of a currency in the add or edit form.

You can also configure the exchange rate for multiple currencies at a time. To do that,

• Select the required currencies using checkboxes.
• Click Configure Exchange Rate.

• In the Configure Exchange Rate pop-up, edit the exchange rates for the required currencies.
• Click Save.

View Exchange Rate History  

To view the exchange rate history of a currency,

• Click the gear icon  next to the required currency.
• Click Exchange Rate History.

Use the calendar drop-down in the pop-up to view exchange rates in a specific period.

Click the Table Settings  icon on the pop-up to set the number of records to be displayed per page and sort the records by exchange rate or modified date.

Search Currency 

Click the search icon  on the top-right and use keywords in the required column to search for a specific currency.

Manage List View 

Click the Table Settings icon  on the top-right to set the number of records to be displayed per page and sort the records based on currency name, currency code, and exchange rate.