--- title: "Working with Currency Conversion Factors" slug: "working-with-currency-conversion-factors" description: "Set up currency conversion factors in R365, including adding local currency and configuring alternate currency settings." status: "update" updated: 2026-11-10T08:18:10Z published: 2026-11-10T08:18:10Z canonical: "docs.restaurant365.com/working-with-currency-conversion-factors" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Working with Currency Conversion Factors This article describes tasks performed on the [Currency Conversion Factors screen](/doc/docs/currency-conversion-factors). Accounting Admin users use this screen to configure which currencies are available on transactions so that other users can view this information on transactions when a currency conversion is applied. The following currencies are supported: - Mexican Peso - U.S. Dollar - Canadian Dollar > This feature is available only to Early Adopters. Contact your CSM or [R365 Support](https://help.restaurant365.net/en/support/tickets/new) to learn how Alternate Currency Entry can enhance your R365 experience! > The first time a user accesses the screen, an **Add Local Currency** button appears in place of the **Add Currency button**. Once the local currency is added, this becomes the **Add Currency button**, and the local currency cannot be changed. --- ## Navigation ****Navigation Steps**** 1. Open the **Admin** application. 2. Expand the **Accounting** category. 3. Select **Currency Conversion Factors**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B2B1HD8Q.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) ****Search**** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) --- ## Adding a local currency 1. Select **Add Currency**. The Add Currency dialog box appears. > This option only appears if the local currency has not been set. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2fc0c904-65d0-48cf-8108-1392699f4aff.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) 2. From the **Currency** drop-down menu, select the default currency for your organization. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/8c6fff72-fb61-4287-8ca8-5bb2f6b2e7a1.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) 3. Click **Save**. A confirmation dialog box appears. 4. Select **Save** to confirm the selection. The local currency is set. --- ## Adding a new currency 1. Select **Add Currency**. The Add Currency dialog box appears. 2. From the **Currency** drop-down menu, select the currency to add. Options include: The Abbreviation field fills automatically. - Mexican Peso - U.S. Dollar - Canadian Dollar 3. In the **Conversion Factor** field, enter the multiplier to use in conversion calculations. 4. 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. 5. (Optional) Select the Available in transactions checkbox to make the currency available for use. 6. Select **Save**. The new currency is added. --- ## Editing a currency 1. Locate the row for the currency that needs to be updated and select the **three dot butt**. The Action menu appears. 2. From the Action menu, select **Create new factor**. The Create new factor dialog box appears. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(179).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) 3. In the **Conversion Factor** field, enter a new multiplier to use in conversion calculations. 4. In the **Effective Date** field, select a date from the calendar menu or enter the date on which the updated factor goes into effect. 5. 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image(180).png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) --- ## Making a currency inactive 1. Locate the row for the currency that needs to be updated and select the **three dot button**. The Action menu appears. 2. From the Action menu, select **Make Inactive**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JD7YXTTB.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) 3. In the resulting confirmation dialog box, select **OK** to confirm the action. The currency is inactive and cannot be used in transactions. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DACDIUKO.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) --- ## Deleting a currency > Only currencies with **no historical data** can be deleted. 1. Locate the row for the currency that needs to be updated and select the **ellipsis icon**. The Action menu appears. 2. From the Action menu, select **Delete**. A confirmation dialog box appears. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5NWW34RP.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) 3. Select **Delete** to confirm. The currency is deleted. --- ## Viewing the history of a currency 1. Locate the row for the currency that needs to be updated and select the **ellipsis icon**. The Action menu appears. 2. From the Action menu, select **View history**. The Currency Conversion History sidesheet appears. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5H4BY1A1.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) 3. Review a history of changes to the selected currency. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-49MOT5O6.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A39Z&se=2026-11-13T01%3A56%3A39Z&sr=c&sp=r&sig=m061D7k%2B2Zg5rPcXX9rH41WWhiHvWVMBaG8050nbuR4%3D) --- Restaurant365