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How to set an exchange rate

Goal:

  • Setting the exchange rate.

  • Edit your currency exchange rate.

  • Adjust the exchange rate for a currency.

Steps:

You must be a superuser or a user with customized access to Manage Currency Rates to complete the following steps.

    1. Navigate to Settings → Manage Currency Rates

    2. Click the grey pencil tool to edit the rate.

    3. Press Enter to save.

Additional Information:

  • Market exchange rates are not available in Procurify

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