Selecting a currency and local terms and symbols
Security and navigation
SECURITY Security level with Admin permission to configure Application-wide (Shared) Features. Refer to Admin security settings.
NAVIGATION
> Admin > Features & Settings > Application-wide (Shared) Features > Local Terms & Symbols
About this page
The Local Terms and Symbols page allows administrators to make system-wide changes to default Autotask labels for certain fields from a list of pre-configured choices.
NOTE With the exception of Location, labels can only be changed in English-language Autotask instances. Users of non-English versions are limited to selecting currency symbols and display formats on this page.
To open the page, use the path(s) in the Security and navigation section above.
Column descriptions
| Column | Description |
|---|---|
| Default | The default terms used when you first implement Autotask, and in all online help and training materials. |
| Description | A description of the entity you are selecting a term for. |
| Current Settings | Shows the currently active selections, and a drop-down list of all available options. The labels selected in the Current Settings column will appear throughout Autotask. |
Updating local terms and currency settings
To update local terms and currency settings, do the following:
| Setting Type | Description |
|---|---|
|
Term |
To change a local term, click the drop-down list in the Current Setting column and select a different term. NOTE The term Site is available for both Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. and Location but can be selected only once. |
|
Currency Symbol |
If you use a single currency (the Multi-currency feature is not enabled), select the correct currency symbol for your country. For a list of all supported currencies and all symbols that can be used to display them, refer to Supported Currencies. If Multi-currency is enabled for your Autotask instance, the currency settings are removed from the Local Terms & Symbols page. Currency settings are managed on the Currencies page instead. Refer to Enabling Multi-currency and managing currencies. |
|
Positive Currency Format |
Select the format you want to use for positive amounts in this currency throughout Autotask. Available options are: $n : $53 n$ : 53$ $ n : $ 53 n $ : 53 $ |
|
Negative Currency Format |
Select the format you want to use for negative amounts in this currency throughout Autotask. Note that the currency symbol is always represented by the "$" sign, regardless of which currency you are editing (in the following examples the Euro). Available options are: ($n) : (€53) -$n : -€53 $-n : €-53 $n- : €53- (n$) : (53€) -n$ : -53€ n-$ : 53-€ n$- : 53€- -n $ : -53 € -$ n : -€ 53 n $- : 53 €- $ n- : € 53- $ -n : € -53 n- $ : 53- € ($ n) : (€ 53) (n $) : (53 €) |
