Skip to main content
EMS Software, LLC

Currency Configuration Wizard

Once you configure a currency in your EMS database, you can assign the currency to buildings, categories, and/or calculations. You can assign the currency to a single building, category, or calculation during configuration, or you can use the Currency Configuration Wizard to assign the currency to multiple buildings, categories, and/or calculations in a single step.

1. On the EMS menu bar, click System Administration > Tools > Currency Configuration Wizard. The Currency Configuration Wizard opens. All the active currencies that are currently configured in your EMS database are displayed on the Currency dropdown list.

emssg_SysAdminTools_image025.png

2. On the Currency dropdown list, select the currency that you are assigning, and then click Next. The Currency Configuration Wizard, Buildings page opens. This page lists all the buildings that are currently configured in your EMS database.  

emssg_SysAdminTools_image026.png

3. On the Available list, select the building, or CTRL-click to select the multiple buildings to which you are assigning the currency, and then click the Move button (>) to move the selected buildings to the Selected list. When you assign a currency to a building, the currency is used to price all the rooms in the building. If the appropriate building is not available, you can configure it. See Configuring Buildings.

4. Click Next. The Currency Configuration Wizard, Categories page opens. This page lists all the active categories that are currently configured in your EMS database.

emssg_SysAdminTools_image027.png

5. Select the category, or CTRL-click to select the multiple categories to which you are assigning the currency, and then click the Move button (>) to move the selected categories to the Selected list. When you assign a currency to a category, the currency is used to price all the resources in the category. If the appropriate category is not available, you can configure it. See Configuring Categories.

6. Click Next. The Currency Configuration Wizard, Calculations page opens. This page lists all the active calculations that are currently configured in your EMS database.

emssg_SysAdminTools_image028.png

7. On the Available list, select the calculation, or CTRL-click to select the multiple calculations to which you are assigning the currency, and then click the Move button (>) to move the selected calculations to the Selected list. When you assign a currency to a calculation, the currency symbol is used to display the results of the calculation. If the appropriate calculation is not available, you can configure it. See Configuring Calculations.

8. Click Finish. A message opens, asking you if you are sure that you want to set the currency on the selected items to be <selected currency>? For example, are you sure that you want to set the currency on the selected items to be US Dollars?

9. Click Yes. The message closes and another message opens indicating that the currency configuration was successful.

10. Click OK to close the second message and the Currency Configuration Wizard.