Discover how to use the institution currency grid for the exchange rate on orders and invoices in WorldShare Acquisitions.
You can create, edit, and apply pre-established exchange rates to orders and invoices using the Exchange Rates table. Pre-established exchange rates ensure that a certain exchange rate is used when paying invoices in foreign currencies.
Note: The Acquisitions Admin role is required to create exchange rates.
- Create and select exchange rates
- Discover how to create an exchange rate and select it for use.
- View and edit exchange rates
- Discover how to view and edit exchange rates.