Insert US Currency Field into the Expense Statement and eSign it in minutes

Aug 6th, 2022
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How to Insert US Currency Field into the Expense Statement

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in this video Im going to be explaining how to create a currency field inside of Salesforce are we going over the setup and how to move it around on the page welcome to the channel my name is Nick thank you ever so much for giving this video a watch hopefully it will be a value to you just before we get into the video if youd like any help at all setting up Salesforce for your business check out my website below we would be delighted to help so without further Ado lets get straight into the video like I just mentioned in this video Im going to be explaining how to create a currency field inside of Salesforce so essentially that is of a monetary value its going to have the monetary symbol dependent on which area of the world youre in if youre in the UK you will have the pound sign if youre in the US youre going to have the dollar sign so for this example video Im just going to head over to Opportunities and what I would like to do is create a currency field like or almost iden

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Use the exchange rate formula. The formula is: Starting Amount (Original Currency) / Ending Amount (New Currency) = Exchange Rate. For example, if you exchange 100 U.S. Dollars for 80 Euros, the exchange rate would be 1.25.
Select the cells that you want to format and then, in the Number group on the Home tab, click the down arrow in the Number Format box. Choose either Currency or Accounting.
Heres how to add a new currency: Go to Wallet. Click Add a currency. Select the currency you want and click Add a currency.
(If you want to apply the Currency format instead, select the cells, and press Ctrl+Shift+$.)
In an English document, when you need to specify the type of dollar (Canadian, American, Australian, etc.), the Translation Bureau recommends using the symbol US$ to represent the American dollar. Write the country symbol ( US ) first, immediately followed by the dollar sign ($) and the dollar figure: US$ 25.99.
In the Field Properties section, click the arrow in the Format property box, and select a format from the drop-down list. After you select a format, the Property Update Options button appears, and lets you to apply your new format to any other table fields and form controls that would logically inherit it.
Tip: To quickly apply the Currency format, select the cell or range of cells that you want to format, and then press Ctrl+Shift+$. Like the Currency format, the Accounting format is used for monetary values.
It is composed of the country code ( US ), followed by the letter D for dollar. Write the code first, followed by a non-breaking space and the dollar figure: USD 350 million. CAD 125.00 = USD 121.22, at an exchange rate of 0.9697 [ CAD is the international currency code for the Canadian dollar.]

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