Multi-Currency Tour

Multiple Currencies From the Dashboard

• Balance: Each currency type is totalled and converted into the currency by which you are paid.
• Commitment: Financial commitments in multiple currencies and are converted into the currency by which you are paid.
• Legend: Each currency type is represented by a different color.
• Bar Graph: Monthly donation totals are displayed in the corresponding color for each currency type.

Multiple Currencies From Contacts

• Go to the Contacts page and click on a contact name, i.e., Flintstone, Fred and Wilma.
• By default, the Contact People Card (light blue) is displayed.
• Below the name and to the right is the Currency type.

Editing the Currency Type For Individuals

• From people card of the individual contact, Locate the Currency Field.
• Click in the Search Field and type the first few letters, i.e., AU
• Click on the Currency Type, i.e., AUD.
• MPDX will automatically save your selection.

Note:The currency type, for each Contact, will be set by their initial donation. However, this can modified any time, if necessary.

Editing the Currency Type For Multiple Contacts

• From the Contacts page, Select the contacts for whom the currency type should be changed.
  • Selected contacts are highlighted in light blue with a Dark Blue Checkbox next to their name.
  • Note the Number of Selected contacts next to the Select button. 
• Click on Actions and then select Edit Fields. 

• Locate the Commitment Currency field.
• Click on the Drop-down Arrow and type the Currency Abbreviation, i.e., AUD.
• Select the Currency Type and click Save.

Reports: Multiple Currencies

MPDX generates contribution reports in multiple currencies, if applicable. 

• From the Reports page, the default screen is Donations. 
• In the Bar Graph, each currency type corresponds with a specific color in the Legend.  

• Beneath the bar graph are the Donations for the Current Month. 
• The Currency Type of each gift is listed in the Amount column.

Note: Scroll to the bottom of the current month's Donations to see the Donation Totals by currency.