Tariscope 4.6. Administrator's guide
Chapter 4 Tariscope configuration
4.3 Currency rates
Tariscope provides a work with data of several telecommunications service providers, which can have the rates in different currencies. If you will use rates in Tariscope in more than one currency, all calculations are executed in the currency that is a main currency. For conversion of all used currencies to the main currency, you need to enter the currency rates in Tariscope. For this purpose, select in the menu the Currency rates item.
The Currency rates page is opened as shown in Figure 4.3.1.
Figure 4.3.1
The page contains a list of all the currencies of the world.
This page allows you to execute actions that are available using the icons on the toolbar:
- Add. Provides an addition of a new currency.
- Edit. Allows to edit the currency parameters.
- Delete. Allows to delete a selected currency from the list.
- Rename. Allows to rename a selected currency.
- Set Main Currency. Allows to set a selected currency as a main one.
- Export to file. Allows you to export the currency table into the Excel, HTML, CSV, or PDF file.
A currency that was selected as a main one is marked by the bold font. The Tariscope administrator can change the main currency any time. Select the currency that should be the main one in Tariscope. To quick search, use the Search box. The search is performed on all columns of the table. Next, click on the Set Main Currency icon.
In that case, when the rates are given in two or more currencies, you should set exchange rates in relation to the main currency. For example, in Ukraine, the domestic rates are specified in UAH, and rates for international calls are specified in U.S. dollars. Therefore, you must set the exchange rate of U.S. dollar to hryvnia.
To set an exchange rate, select the with the currency that you will need to recalculate to the main currency. Click the Edit icon on the toolbar. The Editing page appears as shown in Figure 4.3.2.
Figure 4.3.2
To add a new currency rate, in the Rates section, click on the Add icon on the toolbar. The Add window appears as shown in Figure 4.3.3.
Figure 4.3.3
In the Date of rate calendar box, select date of the currency rate.
In the Rate box, type the currency rate and click Save.
The row with the entered rate is displayed in the table of the Editing page (Figure 4.3.2).
If you need to correct any currency rate in the table, select the required row and click Edit. The Edit window appears. It is the same as the Add window (Figure 4.3.3). Edit the date or rate value and click Save.
If you need to remove any currency rate from the table, select the required row and click Delete. The row will be removed.
After you will finish to add or edit currency rates, click Save on the Editing page.
If you need to periodically input currency rates, we recommend using the Tariscope Tasks page, which allows you to create the task that provides automatic receiving exchange rates on a schedule. The configuration of the Tariscope Tasks service is described later.
Contents of "Tariscope 4.6. Administrator's guide"
