Skip to content

Commit

Permalink
Merge pull request #189 from vantage-sh/currency-conversion
Browse files Browse the repository at this point in the history
Add currency conversion docs
  • Loading branch information
vansia43 authored Oct 1, 2024
2 parents 044b17c + c429aa2 commit ca9559b
Show file tree
Hide file tree
Showing 2 changed files with 32 additions and 0 deletions.
8 changes: 8 additions & 0 deletions docs/connecting_custom_providers.md
Original file line number Diff line number Diff line change
Expand Up @@ -60,6 +60,14 @@ The following table provides details for each field within the template, as well
</tr>
</thead>
<tbody>
<tr>
<td><code>BillingCurrency</code></td>
<td>No</td>
<td>Billing currency costs are displayed in</td>
<td>A currency code, like <code>GBP</code>. <br/><br/>If you enter a currency code not available in Vantage, an error is displayed on validation. Check that currency conversion is also enabled. See the <a href="/vantage_account#currency-conversion">Currency Conversion</a> documentation for details. </td>
<td><code><a href="https://focus.finops.org/focus-columns/?prod_focus_columns%5Bquery%5D=currency#modal-column-14236">BillingCurrency</a></code></td>
<td><code>JPY</code>, <code>AUD</code>, <code>USD</code></td>
</tr>
<tr>
<td><code>ChargeCategory</code></td>
<td>No</td>
Expand Down
24 changes: 24 additions & 0 deletions docs/vantage_account.md
Original file line number Diff line number Diff line change
Expand Up @@ -19,6 +19,30 @@ Only Organization Owners can configure organization settings. See the [Role-Base

From the top navigation bar of the Vantage console, click **Settings**. On the side navigation bar, review the options under **General Settings**.

### Currency Conversion {#currency-conversion}

:::note
At this time, presentational currency conversion is available only on Vantage reports, such as Cost Reports, Kubernetes Efficiency Reports, Financial Commitment Reports, and Provider Resource Reports. Additional scopes will be added soon.
:::

By default, Vantage displays costs in US Dollars (USD). You can set a presentational currency, on a per-workspace basis, to visualize cost reporting data in a currency of your choice. When you configure currency for a workspace, you can choose between using the previous month’s closing exchange rate or the daily exchange rate.

To enable currency conversion:

1. From the top navigation, click **Settings**
2. On the side navigation, click **Workspaces**. All your existing workspaces are displayed. Select the workspace where you want to enable currency conversion.
3. At the top of the **Workspaces** page, under **Preferred Currency**, click the toggle to enable this setting. (You can click this toggle again to disable the setting.)
4. Select your preferred currency from the list.
5. For **Exchange Rate Dates**, select one of the following conversion date options. For the most accurate results, use the currency method in which you are billed:
- **Daily Rate:** Vantage maintains a daily snapshot of exchange rates to provide estimated currency conversions. With the **Daily Rate** option, the costs' corresponding daily exchange rate will be used for the conversion.
- **End of Billing Period Rate:** Vantage matches each cost entry to the last date of the corresponding month in which the cost was incurred.

Your settings are automatically saved and available on your reports.

:::note
If you disable currency, your presentational currency will default back to USD.
:::

### Manage Workspaces

Provider integrations are organized into workspaces. From the **Workspaces** section, you can manage each of your workspaces as well as create a new one. See the [Workspaces](/workspaces) documentation for more information.
Expand Down

0 comments on commit ca9559b

Please sign in to comment.