Ability to set default currency for a tenant

Description

This determines which currency symbol displays, NOT the number of decimal places that display, not the decimal character, or whether you use commas or periods for thousands separators (that’s covered by Locale, which sets the number format).

This is also the currency used for roll-up reports so transactions in other currencies are converted to this one. Currency financials display in (funds etc). That’s out of scope for the feature that adds the setting, but might be worth noting for context.

See attached zipped folder Currency Mockups.zip for Kimie Kester's latest mock-ups.

Priority

Fix versions

Development Team

UNAM

Assignee

Solution Architect

Parent Field Value

None

Parent Status

None

Attachments

10

Checklist

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Holly Mistlebauer May 7, 2019 at 10:10 PM

and , most of what is in mentioned in/attached to this feature is now old. Check UIU-995 for the latest info. Zak Burke is currently working to find a table for us. The institution will select the appropriate ISO currency code from the table. That's it. I have attached the latest thinking on the mock-up as Latest-Currency-Setting.jpg. I will be writing up the user story for UNAM this week for completion in the Q2 2019 release. We do have an issue with some currencies not displaying the same, such as the Canadian Dollar displaying differently in Quebec than in the rest of Canada and the Euro displaying differently in the Netherlands and Ireland than everywhere else, but the browser may take of that. That is what I am checking out now.

Dennis Bridges May 6, 2019 at 9:44 PM

I would definitely be available to meet and would really like to get a sense of implementation timeline for this as well. Anyway I can help move it along I'm happy contribute, as it will be very important to ACQs. thx!

Ann-Marie Breaux May 6, 2019 at 9:33 PM

Could we have a meeting about currencies some time early next week? It would be great to look at the screens and talk through it all together. Hopefully we can find an ISO currency code library that will make it so that the currency symbol and decimal places are automatically determined. That way we don't have to build any of that - just refer to it,

Holly Mistlebauer May 5, 2019 at 9:39 PM

Holly created issue UIU-995 for Zak to look for one or more files to use in loading the currency table.

Holly Mistlebauer May 5, 2019 at 9:12 PM

Holly met with Jakub and Cate on May 2. She presented the mock-ups in attached file CurrencySettingsPresentation2CateandJakub.pdf. Decisions made are documented in the last page of the attachment. Holly passed the updates to Kimie, which resulted in the updated mock-ups in the attached zipped folder Currency Mockups.zip. Today Holly asked Kimie for one more change, as reported in JIRA issue UX-216.

Done

Details

Reporter

Front End Estimate

Small < 3 days

Front End Estimator

Front-End Confidence factor

Low

Back End Estimate

Medium < 5 days

Back End Estimator

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Created April 16, 2018 at 10:57 PM
Updated September 5, 2022 at 2:57 PM
Resolved June 12, 2019 at 7:17 PM
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