Managing the list of currencies available within WealthWorks+ is within your control. The system is usually pre-populated with a list of currencies. Where you require a new currency to be made available to you, or to make a change to a currency, it is possible to add this within WealthWorks+, providing you have the permission in your assigned role to do this. From a portlet where a currency is displayed for an entity or contact, find a field where the list of currencies are listed (for example the company or trust accounting tab for an entity). Click the edit button (pencil icon) on the portlet title bar to edit the records.



Next, click on the Add button to add the new currency details. Click on the Edit button to edit an existing currency.



Enter the currency details on the screen. The Currency ISO Codes are defined by ISO Standard 4217. Please note these are NOT the Country ISO codes.


For example:



If the country to which the currency belongs is not listed, then follow the instructions here to add a new country.


Remember, the currency list is shared throughout the whole of WealthWorks+, and should be entered correctly and in full (not abbreviated).