Currency Tools

Currency Management

The table below explains the buttons in the Currency Management tab in the Currency Tools section on the ribbon.

Button Function
Save button Saves the opened deck if changes have been made. If you click the arrow under this button, you will find the Save All option which saves all changed decks. When you save a deck, you will be prompted to enter a Change Record comment.
New Currency Deck button

Creates a new currency deck. See Create a new currency deck.

Folders can be inserted to organize currency decks using the Add button: click the arrow below the button and select Folder.

Open Currency Deck button Opens the selected currency deck.
Rename Currency Deck button Renames the selected currency deck.
Delete Currency Deck button Deletes the selected currency deck.
Paste button Create a copy of a deck by pasting from the clipboard.
Cut button Cuts the selected deck and stores it in the clipboard.
Copy button Makes a copy of the selected deck and stores it in the clipboard.
Export Currency Deck button Export one or more currency decks to a '.XEFC' file.
Import Currency Deck button Import currency decks from a '.XEFC' file.
Bulk Push to Hierarchies button Use the selected global currency deck to replace currency decks in hierarchies. See Bulk push currency decks to hierarchies.

Currency Deck Home

The table below explains the buttons in the Currency Deck Home tab in the Currency Tools section on the ribbon.

Button Function
Save button Saves the currency deck.
Revisions drop-down Opens the list of available revisions for the currency deck.
History button Opens the History window where you can view the history of changes made to the currency deck, including who made the change and when (see View history of currency deck changes).
Annual button Semi-Annual button Quarterly button Monthly button Sets the periodicity of the currency deck (Annual, Semi-Annual, Quarterly, Monthly).
Currency Deck Settings button Currency Deck Settings: Opens a dialog where you can select which currencies will be included (visible) in the deck and which currency will be the base currency.
Fill Down button Copies the selected value to all cells below it.
Paste button Inserts copied values into the currency deck.
Copy button Makes a copy of selected values and stores it in the clipboard.