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.
The multi-currency feature is available with the Enterprise subscription. Contact your CSM to confirm details about which features are included or available to add on to your specific subscription.
When adding a new request or editing existing request and payment amounts with the multi-currency feature enabled, you can toggle between the options to Enter Custom Exchange Rate and Reset to System Exchange Rate.
- Clicking Enter Custom Exchange Rate changes the exchange rate from a read-only field to an editable field.
- Clicking 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.
If the system exchange rate differs from the custom exchange rate, a reload button appears next to the exchange rate. Hover over the reload button to view the most recent system exchange rate for the selected date, or select it to update to the system exchange rate.