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- Click on Organization to expand the menu.
- Click on Currency Rate
- Click Add
- From Currency
- Make a selection in the To Currency field.
- Enter a date in the Effective Date field.
- Enter a rate in the Rate field.
- * - Select a currency
- To Currency* - Select a currency
- Effective Date* - Enter in a date
- Rate* -Enter a rate
- Click the Save button.
Repeat the above process to add additional currencies and rates.
* Indicates a required field
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Example: One US Dollar equals 0.62201 British Pounds. In step 3 above, select British Pounds. Select US Dollars in the To Currency field, and enter 0.62201 in the Rate fie |