Feature ID: 35520

Feature Description: Improvements to price lists and charges 

Use Case: We decided to enhance our pricing and charges functionality which will allow users to associate one price list with multiple clients. Additionally, we are now offering different currencies to be used within the pricing and charges settings. 


Click on Administration

Click on Service Capabilities

Go to the Desired Instrument Category and click on Price List(s)




To adjust currency: 


Select the desired Price List from the drop-down menu

Click Edit Price List



Select desired currency under ‘Currency’ field





To configure a price list and/or associate it with multiple clients


Select the desired Price List from the drop-down menu

Click on Clients tab




Click ‘Add Client’ 



Search for a Client and, when found, click Select. Add as many clients as desired.