You can set corporate exchange rates manually or by importing from an excel per below.
Manual Set-Up:
Step 1: Begin by navigating to the settings section by selecting the settings menu icon on the top right side of the screen.
Step 2: Next select the “Manage Settings” button from the dropdown list and select "Manage Exchange Rates" to left of the screen.
Step 3: In the Manage Exchange Rates screen click on ‘Add New currency’, fill out all fields required in the pop up window and when complete click "Save".
Importing currency exchange rates:
Step 1: Begin by navigating to settings section by selecting the settings menu icon on the top right side of the screen.
Step 2: Next select the “Manage Settings” button from the dropdown list and select "Manage Exchange Rates" to left of the screen.
Step 3: In the Manage Exchange Rates screen click on ‘Import Currencies’.
Step 4: The below import screen will appear, click "Select" and locate the file you wish to upload from your computer.
Step 5: Click "Next", select which sheet on your excel that you wish to upload, and click "Next" again.
Step 6: Review your selection and click "Finish".
