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- Click on Organization to expand the menu.
- Click on Currency Rate
- Click Currency. This will list any currencies currently loaded into the system.On the line identifying the currency for which you wish to add an exchange rate, under the Exchange Rate column, click Exchange Rate Add
- Make a selection in the From Currency field.
- Make a selection in the To Currency field.
- Enter a date in the Effective Date field.
- Click the arrow at Organization Setup .
- Enter a rate in the Rate field.
- Click the Save button.
Repeat the above process to add additional currencies and rates
.Click the Save button.
Info 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