Managing Exchange Rates
On a currency card (non-main currencies), click Rates.
You’ll be taken to the Exchange Rates page for that currency.
Existing rates are shown as cards with:
The rate value.
Effective and expiry dates.
Status badge (Active/Inactive).
Edit, Activate/Deactivate buttons.
Adding a New Rate:
Click Add Rate.
Enter:
Rate – The conversion rate relative to the main currency.
Effective Date – When the rate becomes valid.
Expiry Date (optional) – When it stops being valid.
The system automatically fills From Currency with the current main currency and Currency with the selected one.
Save your changes.
Important Rules:
Only one active rate per currency is allowed. Adding a new active rate will deactivate the previous one.
Future-dated rates will stay inactive until their effective date.
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