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Exchange Rates may be entered into the system for currency conversion in the reports module. The company currency is the target currency.

How to Access these Settings

Click on Settings in the toolbar and then scroll down to the General Settings section. Next, click on Configure to the right of the Exchange Rates option.

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Configuring Exchange Rates

If you need to configure exchange rates, click on Edit in the upper right corner of the screen.

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You will see No records to display. if exchange rates do not currently exist in the system. Click on Add at the bottom to enter this information.

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Then select the Foriegn Currency and enter the appropriate Rate for that currency. When finished, click on Save in the upper right corner.

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Tip

If you need to remove an exchange rate, simply click on Delete to the right of the appropriate one in the list when in "Edit Mode".

Info

Please note that the options titled "Ask Google" and "Update all rates using Google" are currently inactive.

 

Entered exchange rates wil appear on individual lines, as shown below: 

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