Topic: How to create additional currencies and/or bank accounts?  (Read 36496 times)

Besides the main currency you need to create additional currencies so that the amount to be paid can be transferred in other currencies, too.
You also might need to provide different bank accounts for participants from different countries / paying in different currencies.
How can this be done?

(A German version of this article is available.)

ConfTool Pro supports only one main currency for registration. However, you can define extra currencies and an exchange course and show the corresponding amount for the total of the registration / on the invoice.

Please go to:
Overview => Settings => Main Setup for Participant Registration
and "Enable Expert Settings" at the bottom of the screen. You can now enable the multi-currency support in the section "Conference Currency" (see screenshot).

You now get a new option on the settings screen:
Overview => Settings => Manage Currencies and Exchange Rates
(The page code is: your installation..../index.php?page=adminToolCurrencies)
Here you can create additional currencies, define exchange rates and enter alternative bank account (and further) information for bank transfers (see screenshot).

Now you can define the countries of the users for which the respective currency will be printed on the invoice. Go to:
Overview => Settings => Manage the List of Countries
First, please enable the expert settings by clicking on "Expert Settings Disabled" or the cogwheel icon on the bottom of the page.
Select a country and scroll down to "Special Currency Settings for This Country" to select an alternative currency and / or special bank accounts details for this country.


Example:
Your main currency is EUR, but you have an extra bank account in Switzerland and want Swiss participants to pay in CHF to that bank account.

1. Create CHF as extra currency, enter the exchange rate and your bank account details:
Overview => Settings => Manage Currencies and Exchange Rates

2. Set CHF as alternative currency for Switzerland. Go to:
Overview => Settings => Manage the List of Countries
Select CHF as "Special currency for participants of this country". (Extra bank account details are not required here, as they were already entered for the currency).

Please test your settings, i.e., do test registrations as a user from Switzerland!

Please remember to update the exchange rates regularly (if required).