Using the Exchange Rates List View

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.

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

To open the Exchange Rates List view, select Administration from the navigation bar and then select Exchange Rates.

You can perform these actions:

• To refresh list information, click (Refresh).
• To open the Exchange Rate Detail view, select the Description to open the Exchange Rate Detail view.
• Work with records in a grid
• Filter my list
• Use the Lookup to search for records
• View a group
• The Task Pane contains the Common Tasks section. In this section, you can:
  • Add to Group
  • Remove from Group
  • Save Records as a Group
  • Import
  • Export
  • Delete
• The Task Pane contains the Exchange Rate Tasks section. In this section, you can:
  • 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.