Business management feature
The currency registry (ISO 4217): which currencies your business uses, which one is your base currency, and their exchange rates — both a current rate per currency and a dated rate history.
The Currencies feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Currencies feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
One row per currency you work in: Code and name — the ISO 4217 code (EUR) and the display name. Names are multilingual (translated per the UI language); the code stays the same everywhere. Symbol and symbol position — the sign (€, $) and whether it goes before or after the amount.
See the fields and stepsA dated exchange-rate history: pick the Currency, enter the date and the rate. This is the authoritative record — the currency's own Rate field mirrors whichever row here has the newest date, so you maintain rates here and read them there.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind currencies, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
The currency registry (ISO 4217): which currencies your business uses, which one is your base currency, and their exchange rates — both a current rate per currency and a dated rate history.
It connects with Construction, Logistics, Professional Services, Retail, Wholesale.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
