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EMS Software, LLC

Configuring Currencies

A currency in EMS is either an abbreviation or symbol that indicates how a room or resources in a category should be charged. For example, the currency for the US dollar could be either USD or $. Because currencies are for informational purposes only and do not affect the pricing or billing of an event, configuration of these items is not required; however, after you configure currencies, you can assign a default value to a room’s record or a service category’s record. If a reservation is made with multiple currencies, then the billable items, the items’ prices, and the currencies used for items’ charges are broken out by currency in sales reports, in confirmations, in EMS Web App, and so on.

Configuring Currencies

Tip: You can also configure multiple currencies in a single step using the Currency Configuration Wizard.

1. On the EMS menu bar, click Configuration > Billing > Currencies. The Currencies window opens. This window lists all the currencies that are currently configured in your EMS database and that have a status of Active. To show all currencies, regardless of status, under Show, click Inactive.

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2. Click New. The Currency dialog box opens.

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3. Enter the information for the new currency.

Field

Description

Description

The name or description for the currency.

Note: The description can be a maximum of 50 characters, including spaces.

Symbol

Required field. The abbreviation or symbol for the currency, for example, USD or $ for US dollars.

Tip: To add special characters, copy and paste from a text file. 

Trailing Symbol

Leave this option blank if the currency symbol is to be displayed in a leading position, for example, $45.00. Select this option if the symbol is to be displayed as the far right hand character.

Note: As you enter the information for the currency, an example currency entry is displayed in the Sample field.

4. Leave Inactive blank to add the currency as an active currency. Select Inactive to inactivate the currency.

5. Click OK. The Currency dialog box closes. You return to the Currencies window with the newly configured currency automatically selected.