Working with Currency Conversion Factors

Select Add Local Currency.
The Add Currency dialog box appears.

This option only appears if the local currency has not been set.

From the Currency drop-down menu, select the default currency for your organization.

Select Save.
A confirmation dialog box appears.

Select Save to confirm the selection.
The local currency is set.

Select Add Currency.
The Add Currency dialog box appears. 

From the Currency drop-down menu, select the currency to add.
The Abbreviation field fills automatically.

In the Conversion Factor field, enter the multiplier to use in conversion calculations.

In the Effective Date field, select a date from the calendar menu or enter the date on which the new currency becomes available to users.

(Optional) Select the Available in transactions checkbox to make the currency available for use.

Select Save.
The new currency is added.

Locate the row for the currency that needs to be updated and select the ellipsis icon.
The Action menu appears.

From the Action menu, select Create new factor.
The Create new factor dialog box appears.

In the Conversion Factor field, enter a new multiplier to use in conversion calculations.

In the Effective Date field, select a date from the calendar menu or enter the date on which the updated factor goes into effect.

Select Save to save the new factor and close the dialog box
or
Select Save and Add Another to save the new factor and continue adding future factors and effective dates.

Locate the row for the currency that needs to be updated and select the ellipsis icon.
The Action menu appears.

From the Action menu, select Make Inactive.

In the resulting confirmation dialog box, select OK to confirm the action.
The currency is inactive and cannot be used in transactions.

Locate the row for the currency that needs to be updated and select the ellipsis icon.
The Action menu appears.

From the Action menu, select Delete.
A confirmation dialog box appears.

Select Delete to confirm.
The currency is deleted.

Locate the row for the currency that needs to be updated and select the ellipsis icon.
The Action menu appears.

From the Action menu, select View history.
The Currency Conversion History sidesheet appears.

Review a history of changes to the selected currency. 

Select the Filter icon.
The Filter Columns dialog box appears.

Select Add Filter to create a new filter.
A new filter row appears.

From the Column drop-down menu, select the column that the filter will search.
Options include: Effective Date, Factor, Modified On, Modified By.

From the Filter drop-down menu, select the method by which the filter will search the column.

In the Value field, enter the letters and/or numbers to include or exclude from filtered results. 

Create additional filters until all necessary filters are added.

Select Apply to refresh the screen with the new filters applied.