The Exchange Rate Matrix allows the ability to maintain exchange rates used throughout the application.
Security
In order to access the Exchange Rate Matrix you will need to have Security through the security group 'Exchange Rates'.
How to Access
The Exchange Rate Matrix is available on the Dashboard under the Configuration tab.
Within the Configuration Option, you can select Exchange Rates.
You can add, edit, or delete rows within the matrix from the Exchange Rate screen.
- To add a row to the matrix
- Click 'Add'
- Fill in the fields
- Start Date - type in or use the calendar
- From Currency - 3 letter ISO country code
- The first two letters are code for the country name
- The 3rd letter corresponds to the first letter of the currency name
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- Rate - conversion rate
- To Currency - defaults from configuration set up
- Click "Submit" to save the changes
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- To delete a row from the matrix
- Click the checkbox next to the row(s) that should be deleted
- Click "Submit" to save the changes
- To edit a row in the matrix
- Click on the field you are wishing to edit
- Update the information
- Click "Submit" to save the changes
Please note it will not allow you to enter duplicate lines.
It will highlight the rows in error and post an error message at the top of the screen
There is an option to 'Search'
Simply begin to enter the information from the table you are looking for and it will start filtering
Example: Search for 10/10/2024
To return back to the full table, remove the search criteria
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