Genovo caters for a variety of different currencies including pound sterling, dollars and euros. Writer and Reader users can select a currency for a client and an individual report, and these can be different or the same - the default for both is £.

How do I select a client currency?

When you add a client, you are prompted to select the 'Client currency'.

The 'Client currency' selected will determine which currency symbol is automatically inserted when a number is inserted into certain numeric fields such as 'Monthly gross income', 'Monthly expenditure' etc.

How do I select a report currency?

When a Writer user creates a report, they will also be prompted, in Report details, to confirm the currency to use in that report (this can be different or the same as the 'Client currency' selected).

The 'Report currency' selected will determine which currency symbol is automatically inserted when a number is inserted into certain numeric fields such as 'Fund value', 'Monthly contribution' etc.

If you do not want a currency symbol to be automatically included, selected the option of 'No Currency Symbol'.

Edit report currency

It is also possible for both Writer and Reader users to change the currency symbol used in an existing report via the Client & Report Library.