SOP- Administrative – Manage Currency

 Standard Operating Procedures

Manage Currency SOP



The Currency Code screen stores the base (displayed) currency within AiM. The detail portion of the screen enables users to store/record conversion rates based on different currencies via the conversion factor along with start and end date time stamps for dynamic currency updates.


* Note: This screen comes pre-loaded with over 160 different currency codes. Only one can be the base currency.




1. To add more codes, navigate to the System Administration module on the main menu.
2. Navigate to the System Administration screen and click the link to Currency Code.
3. Click New to create a new currency code.
4. Enter Code name and description and click Save to save the record.




  1. System Administrator:

System Administrator is responsible for managing and verifying Currency function is configured properly.


Return to System Administration Module SOP