When adding a new Request or Payment for a multi-currency Request, a user can manually enter the exchange rate for the currency conversion instead of using the provided system exchange rate.
This feature is available to Pro & Enterprise license levels for sites that have the Multi-currency feature enabled. Contact your CSM for more information.
When adding a new Request or editing existing Request and Payment amounts, a user can toggle between “Enter Custom Exchange Rate” and “Reset to System Exchange Rate.” Clicking the “Enter Custom Exchange Rate” changes the exchange rate from a read-only field to an editable field.
Clicking the “Reset to System Exchange Rate” changes the exchange rate from an editable field to a read-only field and reverts to the system exchange rate for the selected date.
Note: If the System Exchange rate differs from the Custom Exchange rate, a reload button will appear next to the exchange rate. You can hover over this reload button to view the most recent system exchange rate for the selected date or select it to update to the System Exchange rate.
Users can enter a custom currency exchange rate for Requests from anywhere in the site that you can add a Request, edit a multi-currency Request, or Approve/Decline a multi-currency Request.