Using the Exchange Rates list view

The Exchange Rates list view displays all of the available currency exchange rates. You can use Groups and Lookup to filter the list of records.

Note: 
  • The system administrator and users with the appropriate role can access these features. See What are Roles and Secured Actions?
  • In order for the Exchange Rates list view to available, you must first enable multi currency from the Office Profiles Currency tab. See Managing Currency

To access the Exchange Rates list view, select Administration from the Navigation Bar and select Exchange Rates.

You can perform these actions:

The Task Pane contains the Common Tasks section. In this section, you can:

The Task Pane contains the Exchange Rate Tasks section. In this section, you can:

  • Update Exchange Rate. See Updating currency
  • View the Base Currency. The Base Currency is cannot be modified. To manage the base currency, you must access the Office Profile detail view Currency tab. See Managing Currency