Using the Exchange Rates List View
|
|
The system administrator and users with the appropriate role can access these features. |
The Exchange Rates List view displays all of the available currency exchange rates. You can use groups and lookups to narrow the list of records that display.
|
|
In order for the Exchange Rates List view to available, you must first enable multi-currency from the Office Profiles Currency tab. |
Open the Exchange Rates List View
- On the Navigation Bar, click Administration, and then click Exchange Rates.
Refresh list information
- Click the Refresh
button.
Open the Exchange Rate Detail View
- Click the Description to open the Exchange Rate Detail view.
Use common tasks
On the Task Pane, under Common Tasks, you can:
Use Exchange Rate Tasks
- Update Exchange Rate
- View the Base Currency.
The Base Currency is read-only. To manage the base currency, you must go to the Office Profile detail view Currency tab.
