{"id":31734,"date":"2018-03-27T17:27:44","date_gmt":"2018-03-28T01:27:44","guid":{"rendered":"https:\/\/ephesoft.com\/docs\/2019-1-2\/review-validation\/support-of-currencies-in-table-validation-rules\/"},"modified":"2020-12-21T16:45:33","modified_gmt":"2020-12-21T23:45:33","slug":"support-of-currencies-in-table-validation-rules","status":"publish","type":"docs","link":"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/batch-class-management\/table-extraction\/support-of-currencies-in-table-validation-rules\/","title":{"rendered":"Configuring Currency Settings for Tables"},"content":{"rendered":"<p><strong>Applies to: <\/strong>Ephesoft Transact 4.5.0.0 and above<\/p>\n<p>This article describes how to configure currency settings for table extraction. These steps are intended for Transact administrators.<\/p>\n<h2><a id=\"post-31734-_3oeuxvga6ewe\"><\/a>Prerequisites<\/h2>\n<p>To create and configure currency settings for tables, the following prerequisites must be in place:<\/p>\n<ul>\n<li>You will need a batch class with a document type configured. For detailed steps, refer to <a href=\"https:\/\/ephesoft.com\/docs\/features-and-functions\/administrator\/batch-class-management\/add-new-document\/\">Add New Document Type<\/a>.<\/li>\n<li>The TABLE_EXTRACTION plugin must be added to the Extraction module and turned on.<\/li>\n<li>You will need a table with table columns configured. For help, refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/batch-class-management\/table-extraction\/table-extraction-ui-rule-configurator-improvements\/\">Table Extraction<\/a>.<\/li>\n<\/ul>\n<h2><a id=\"post-31734-_3iajqgerap31\"><\/a>Overview<\/h2>\n<p>To accurately extract currency data from tables, Transact needs to be configured to look for a specific currency type. This is because currency formatting varies based on its country of origin.<\/p>\n<p>For example, the US Dollar (USD) uses a period as a decimal separator and a comma as a thousands separator, while the European Euro (EUR) uses a comma as a decimal separator and a period as a thousands separator. This is illustrated in the table below.<\/p>\n<table>\n<tbody>\n<tr>\n<td>$1,234,567.89<\/td>\n<td>United States Dollar (USD)<\/td>\n<\/tr>\n<tr>\n<td>1.234.567,89 \u20ac<\/td>\n<td>European Euro (EUR)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>By telling Transact what currency to expect, you can ensure symbols and decimal separators will be translated appropriately.<\/p>\n<h2><a id=\"post-31734-_plrj8w7nenie\"><\/a>User Instructions<\/h2>\n<p>To configure currency settings, perform the following steps.<\/p>\n<ol>\n<li>From the <strong>Batch Class Management <\/strong>screen, select and open your batch class.<\/li>\n<li>Go to <strong>Document Types <\/strong>&gt; <strong><em>&lt;your document type&gt;<\/em><\/strong> &gt; <strong>Tables<\/strong>.<\/li>\n<li>Select the applicable currency type from the <strong>Currency <\/strong>drop-down for your table.<\/li>\n<\/ol>\n<figure id=\"attachment_47881\" aria-describedby=\"caption-attachment-47881\" style=\"width: 1026px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-47881\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-8.png\" alt=\"\" width=\"1026\" height=\"260\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-8.png 1026w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-8-300x76.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-8-1024x259.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-8-768x195.png 768w\" sizes=\"(max-width: 1026px) 100vw, 1026px\" \/><figcaption id=\"caption-attachment-47881\" class=\"wp-caption-text\"><em>Figure 1. Currency Drop-down<\/em><\/figcaption><\/figure>\n<ol start=\"4\">\n<li>Go to <strong>Tables <\/strong>&gt; <strong><em>&lt;your table&gt; <\/em><\/strong>&gt; <strong>Table Columns<\/strong>.<\/li>\n<li>Under <strong>Additional Configurations<\/strong>, select <strong>Currency <\/strong>for any columns that will only contain currency.<\/li>\n<\/ol>\n<figure id=\"attachment_47882\" aria-describedby=\"caption-attachment-47882\" style=\"width: 1272px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-47882\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-24.png\" alt=\"\" width=\"1272\" height=\"379\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-24.png 1272w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-24-300x89.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-24-1024x305.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-24-768x229.png 768w\" sizes=\"(max-width: 1272px) 100vw, 1272px\" \/><figcaption id=\"caption-attachment-47882\" class=\"wp-caption-text\"><em>Figure 2. Additional Configurations<\/em><\/figcaption><\/figure>\n<ol start=\"6\">\n<li>Click <strong>Apply<\/strong>.<\/li>\n<li>Configure the extraction rule for your table. Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/batch-class-management\/table-extraction\/table-extraction-ui-rule-configurator-improvements\/\">Table Extraction Configurator<\/a> for help.<\/li>\n<li>Once you&#8217;ve created your extraction rule, go to <strong>Table Extraction Rules <\/strong>&gt; <strong><em>&lt;your table&gt; <\/em><\/strong>&gt; <strong>Table Column Extraction Rule<\/strong>.<\/li>\n<li>Under <strong>Additional Configurations<\/strong>, select <strong>Currency <\/strong>for any columns that will only contain currency.<\/li>\n<\/ol>\n<figure id=\"attachment_47883\" aria-describedby=\"caption-attachment-47883\" style=\"width: 1466px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-47883\" src=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-39.png\" alt=\"\" width=\"1466\" height=\"406\" srcset=\"https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-39.png 1466w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-39-300x83.png 300w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-39-1024x284.png 1024w, https:\/\/ephesoft.com\/docs\/wp-content\/uploads\/2018\/03\/word-image-39-768x213.png 768w\" sizes=\"(max-width: 1466px) 100vw, 1466px\" \/><figcaption id=\"caption-attachment-47883\" class=\"wp-caption-text\"><em>Figure 3. Additional Configurations (cont)<\/em><\/figcaption><\/figure>\n<ol start=\"10\">\n<li>Create table validation rules as needed for your table. Refer to <a href=\"https:\/\/ephesoft.com\/docs\/products\/transact\/features-and-functions\/administrator\/batch-class-management\/table-extraction\/table-validation-rules\/\">Table Validation Rules<\/a> for help.<\/li>\n<\/ol>\n<h2><a id=\"post-31734-_hb6qlegnrw8u\"><\/a>Conclusion<\/h2>\n<p>This completes an overview of how to configure currency settings for table extraction.<\/p>\n","protected":false},"featured_media":0,"parent":31882,"menu_order":3,"comment_status":"closed","ping_status":"open","template":"","doc_tag":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.0 (Yoast SEO v22.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Configuring Currency Settings for Tables | Ephesoft Docs<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuring Currency Settings for Tables\" \/>\n<meta property=\"og:description\" content=\"Applies to: Ephesoft Transact 4.5.0.0 and above This article describes how to configure currency settings for table extraction. 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