How to Set Default Currency for the Branch/User

Currency can be set from Application at branch level and at User level.

Currency at branch level can be set by clicking respective branch from Admin->Company->Branch List->Branch Code. Click Options tab and set the currency. The branches for which no currency is set, “$AUD” is set as default currency.

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Currency for a specific user can be set from User Preference screen as shown below.

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Currency set for current user becomes session’s currency and is reflected in application wherever it’s used. If no currency is set for user but currency is set for branch, the branch level currency becomes default currency in application.

Following figure shows currency used in contract details tab of new contract placement. This is the currency of branch that corresponds to placement source by branch

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While creating New User the default currency shown in currency dropdown, is currency set at branch level for the branch selected in Branch dropdown.

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312 thoughts on “How to Set Default Currency for the Branch/User

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