To configure this feature:

1. Ensure the following are configured:
   • Multiple Currencies
   • Call Reporting
   • Capturing Expenses on the Call Report
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select Objects.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   call2__v	CRED	All applicable object types	local_currency__v expense_amount__v	Edit
   expense__v	CRE	All applicable object types	amount__v description__v expense_type__v local_currency__v transaction_date__v	Edit

6. Navigate to Admin > Configuration > Objects > call2__v > Layouts.
7. Add the local_currency__v field to the appropriate call2__v layouts.
8. Navigate to Business Admin > Objects > VMobile Object Configurations.
9. Verify expense__v and expense_type__v VMOCs are active for the appropriate platforms.

End users can record call expenses using any active currency defined in Vault CRM.

To capture call expenses in multiple currencies:

1. Navigate to the call report.
2. Select a currency from the Local Currency field. Vault CRM defaults this field to the user's preferred currency, or to the Vault Corporate Currency if the user’s preferred currency is blank.
3. Add a new expense line.

4. Enter the expense amount in the Amount field of the new expense line.

   The Amount field displays the selected currency code and formats decimals according to user locale.

   

5. Select Save or Submit. Vault CRM stamps the selected local currency value on the parent call report, associated child calls, and expense records.

To update or remove the selected currency on an existing call report:

1. Navigate to the call report.
2. Select Edit.
3. Select a new currency in the Local Currency field, or delete the value. Existing expense amounts remain unchanged.
4. Select Save or Submit. Vault CRM updates the currency on the parent call report, associated child calls, and expense records.