Currency Management

Currency Management tab

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

Button Function
Save button Saves the opened deck if changes have been made. Click the arrow below the Save button and select Save All to save changes in all of the decks that are open. When you save a deck, you will be prompted to enter a Change Record comment which is stored in the Revision History.
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.
Paste button Paste: Select a folder and use this action to copy or move a deck in that folder.
Cut button Cuts the selected deck. Select a folder and use Paste to move the deck into that folder.
Copy button Copies the selected deck. Select a folder and use Paste to create a copy of the deck in that folder; deck names must be unique so you will be prompted to input a new name.
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 currency deck to replace currency decks in hierarchies. See Bulk push currency decks to hierarchies.

Currency Deck Home tab

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

Button Function
Save button Save changes in the open currency deck whose tab is currently-selected.
Revisions drop-down Opens the list of revisions for the selected open currency deck. Select a different revision to view it in the editor; only the 'Latest' revision can be changed.
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 in the deck, and which currency will be the Base currency.
Fill Down button Fill Down: Copies the selected cell value to all cells below it.
Paste button Paste: Inserts a copied value into the selected cell.
Copy button Copy: Makes a copy of the selected cell value; use Paste to insert the value into a different cell.