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Currency Rates are loaded from OANDA in DATABASICS Time and Expense. Only use these instructions if you have a different rate. |
To enter Exchange Rates:
- Click on Organization to expand the menuOn the left side of the screen, click the arrow
to expand the Organization 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 .
- 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 Currency
- Click the Add button
in the toolbar.- Source Currency* - Select a currency
- Currency To* - Select a currency
- Effective Date* - Use the calendar to select the effective date.
- Rate* -Enter the currency rate.
- Click the Save button to save the record.
Repeat the above process to add additional currencies and rates.
Click the Save button.* 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 |