Adding an Exchange Rate

The system administrator and users with the appropriate role can access these features.

Use the Insert Exchange Rate view to add a currency value and conversion rate.

To add an exchange rate

1. On the Navigation bar, expand Administration, right-click Exchange Rates and from the shortcut menu, click New Exchange Rate.
2. In the Insert Exchange Rate view, in the Currency Code box, type the three-letter currency code.
3. In the Description box, type a short description of the currency.
   For example, British Pound.
4. In the Conversion Rate box, type the current exchange rate for this currency as it relates to your base currency.
5. Click Save.

Related Topics

Managing Currency