I've added a comprehensive deletion warning system that addresses the data impact concerns:
The system now intelligently determines what rate will be used after deletion:
The dialog now warns users that:
This ensures users understand the full impact of deleting a custom rate and can make informed decisions about data integrity and financial reporting accuracy.
I need the info box explaining that the custom rates that are set on this page are active when the currency that is used here is also attached to the report config and then the conversion of the custom rates will be shown on in those report where that config is used.
This should be info box for customer admins and they will need to check with their account managers that the custom rates are used in the config for the report they need
I've added a comprehensive information box specifically for customer admins that explains the relationship between custom rates and report configurations:
clientConfig.isCustomerAdmin)Configuration Requirement:
Customer Admin Responsibilities:
Icons and Structure:
Color Scheme:
The info box provides specific action items:
The message emphasizes:
This ensures customer admins understand that setting custom rates is only the first step, and they need to work with their account managers to ensure the rates are properly integrated into their reporting infrastructure.
Design a system to reflect a company's base currency change. The system should accurately convert all financial data, including transactions, balances, and reports, to the new base currency. Detail the steps for updating the currency settings within the system, ensuring that historical data is preserved and correctly converted. Specify how the system handles exchange rate fluctuations during the conversion process and provide mechanisms for auditing the currency conversion to maintain data integrity. Include considerations for user interface updates to display the new currency consistently across all relevant sections of the application. Outline the process for notifying users about the currency change and its implications on their financial data.