Currency Configuration

Currency definitions are used by the application for various functions in the application. You can configure multiple currencies for the client organization, depending on the business use case.

The currency is selected at the request level in the Currency drop down. This setting is used to calculate the estimated cost of the request, and is used to calculate amounts in approvals (see Approval Routing Configuration), and in various emails sent by the application.

The application uses United States Dollars (USD) by default. Fields in the application are displayed in USD, however, if you are configuring multiple currencies for a client organization, you can configure exchange rates. These rates convert the estimated cost in approvals and emails to the specified currency for the request/engagement. For more information about defining exchange rates, see Client Information.