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FX Rates

Overview

The FX Rates (Foreign Exchange Rates) section allows you to manage currency conversion rates for international transactions. Keeping FX rates up to date ensures accurate billing and reporting for customers using different currencies.

What You Can Do

  • View current FX rates used in your system
  • Add or update exchange rates for supported currencies
  • Set a default currency for your organization

Step-by-Step: Managing FX Rates

  1. Navigate to Setup > FX Rates in the main menu.
  2. Review the list of supported currencies and their current rates.
  3. To update a rate, click Edit next to the currency and enter the new rate.
  4. Save your changes. All future transactions will use the updated rates.

Best Practice: Update FX rates regularly to reflect market changes and avoid billing discrepancies.

Troubleshooting

  • If a currency is missing, contact your administrator to add it.
  • For calculation errors, double-check the entered rates and currency codes.

For more on billing and payments, see the Payments section.