Automatic Currency Rate

Configuration

Enable Automatic Currency Rate

In the accounting module, Go to Configuration ‣ Settings and flag Automatic Currency Rates, then click on Save.

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Active Currency

In the accounting module, Go to Configuration ‣ Settings ‣ Accounting ‣ Currencies. Here you can active currencies as per requirement.

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Set Currency Rates Providers

In the accounting module, Go to Configuration ‣ Settings ‣ Accounting ‣ Currency Rates Providers. Here you can create currency rates providers.

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  1. Source Service :- Select Service Provider.

  2. Scheduled update interval :- Select update interval as per your requirements.

  3. Currencies :- Select Currencies in which you want to update currency rates.

Rates

In the accounting module, Go to Configuration ‣ Settings ‣ Accounting ‣ Currencies.

Click on Rates button.

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After update currency rate based on selected Scheduled interval time you can see updated rate here.

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Manually Update Currency Rate

If you want to Manually Update Rates, Go to Configuration ‣ Settings ‣ Accounting ‣ Currency Rates Providers. Go to Action and Click on Update Now button.

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When you click on Update Now button a wizard will be open.

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Select Start Date and End Date in which you want to update currency rate between those dates. and click on Update button.

Now, Go to Configuration ‣ Settings ‣ Accounting ‣ Currencies. here you can see updated rates if currencies.

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Now, select any currency and click on Rates button.

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Here, you can see updated rate of CAD Currency.

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