Currency settings, such as user currency preferences, corporate currency, and multi-currency conversion, are managed in your CRM and then imported into Fullcast.
Before you begin
Contact your CSM to enable the currency import.
Note
If you do not have currency data set up in Salesforce or are not integrated with Salesforce, the corporate currency must be provided by the system where your user records (people records) are imported. The user currency can be determined by another integrated system (such as your HR system) or you can manually set the user currency as a field on the people record and select Currency Iso Code as the Known Column Type.
Manage currency import
Access and manage currency import settings within Fullcast.
Go to Settings > Currencies.
From the Multi-Currency section, you can do the following:
Field
Description
Enable Multi-Currency
Toggle on to access currency data and multi-currency conversion in the transactions table, commissions ledger, or reports.
Toggle off to hide currency data.
Import Currency Data
Toggle on to import currency data that you manage from your CRM, such as corporate currency, user currency, and active currencies.
Toggle off to manually add, delete, and update active currencies.
Minor Unit Rounding
From the dropdown, select the decimal points you want to display for currencies.
Click Save.
Manage active currencies
To manually manage active currencies, you must toggle off the Import Currency Data.
Note
Changes you make to active currencies are not exported and are only used within Fullcast.
In the Multi-Currency section, toggle off Import Currency Data.
In the Active Currencies section, complete the following as needed:
Click Add Currency.
In the Add Currency window, complete the following fields:
Field
Description
Currency
From the dropdown, select the currency you want to add.
Conversion Rate
Type the conversion value of the selected currency against your corporate currency.
Start Date
Select the date when the currency with the set conversion value is effective.
Next Start Date
Select the date that indicates when the next rate’s effective period begins to ensure there are no time gaps or overlaps between different rates for the same currency type.
Click Add Currency.
Find the currency you want to edit.
Click Edit.
Make changes to the Conversion Rate, Start Date, or Next Start Date as needed.
Click Save & Exit.
Find the currency you want to delete.
Click Delete.
Warning
There is no confirmation when you click delete. The currency will automatically be removed and this action cannot be undone.