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  1. UX Product
  2. UXPROD-517

Ability to set default currency for a tenant

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Details

    • Small < 3 days
    • Low
    • Medium < 5 days
    • UNAM
    • R2
    • R1
    • R3
    • R5
    • R1
    • R1
    • R4
    • R1
    • R1

    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.

      TestRail: Results

        Attachments

          1. Currency and Number Localization.docx
            22 kB
            Holly Mistlebauer
          3. CurrencySettingsPresentation2CateandJakub.pdf
            1.14 MB
            Holly Mistlebauer
          4. Latest-Currency-Setting.jpg
            148 kB
            Holly Mistlebauer
          5. Localization Settings - First Example.png
            309 kB
            Holly Mistlebauer
          6. Localization Settings - Second Example.png
            339 kB
            Holly Mistlebauer
          7. Localization Settings - Second Example w_ Germany.png
            320 kB
            Holly Mistlebauer
          8. Localization Settings - Second Example w_ Mexico.png
            318 kB
            Holly Mistlebauer
          9. Localization Settings - Second Example w_ SEK.png
            320 kB
            Holly Mistlebauer
          10. number-currency-formatting.png
            99 kB
            Holly Mistlebauer

          Issue Links

            is blocked by

            Task - A task that needs to be done. STCOM-532 Need component for drop-down values for currency

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed
            relates to

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. EDGPATRON-103 edge-patron | Remove hardcoded currency code for fees/fines in GET patron/account response

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. MODPATRON-7 mod-patron | Remove hardcoded currency code for fees/fines in GET patron/account response

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Task - A task that needs to be done. STCOM-548 Locate ISO table for currency/numbers

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UX-216 UX: Create mock-up for currency and number settings

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            New Feature - New feature requests UXPROD-302 Tenant configurable number format

            • P2 - normal priority level, must be included in the current development cycle
            • Closed

            New Feature - New feature requests UXPROD-697 Ability to facilitate ordering and invoicing in currencies other than default currency

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1141 Create, close, cancel, Purchase Orders

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-1152 CRUD invoices and resolve/process invoices

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • Closed

            Story - Created by Jira Software - do not edit or delete. Issue type for a user story. UIU-1040 Primary Currency Setting

            • P1 - highest priority item, drop everything else before this is resolved, reserved for critical bugfixes
            • Closed

            Epic - Created by Jira Software - do not edit or delete. Issue type for a big user story that needs to be broken down. UXPROD-779 Internationalization and Localization

            • P3 - low priority level, item will be considered for inclusion in the next dev cycle
            • In progress

            Activity

              People

                hollyolepm Holly Mistlebauer
                hollyolepm Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
                Holly Mistlebauer Holly Mistlebauer
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                  Updated:
                  Resolved:

                  TestRail: Runs

                    TestRail: Cases