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FX Support & Rates Settings

Exchange Rates lets you set and maintain currency conversion rates used by price-controlled deals across your organization.

How it works

Rates are managed from Price Control Management and are based on conversion from US Dollar (USD). Once a currency is added, you can set and edit its exchange rate at any time.

Step 1: Open Exchange Rates

Go to Settings
Enable Price Control and click Configure Price Control
Select the Exchange Rates tab

Step 2: Add a currency

You can add currencies in two ways:

Quick Add - click any currency from the common currencies list: GBP, EUR, JPY, CNY, INR, AUD, CAD, CHF, SGD
Custom - enter any 3-letter currency code (ISO 4217 format) and click + Add Custom

Step 3: Set the exchange rate

Locate the currency in the list
Click Edit to enter or update the exchange rate

Exchange rate settings.mp4

All rates are set relative to USD (e.g., 1 USD = 0.86 EUR)
Exchange rates can be updated at any time — the Last Updated column shows when each rate was last changed

Related guide pages

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