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Manual Exchange Rate in Approvalmax for Xero

Updated over 2 months ago

Organisations with multiple currencies struggle to provide the required exchange rates for specific requests: currently, all requests are created with the current rate, which works fine for today's and future dates but fails to meet the expected values of past requests.

To resolve this issue, a feature for specifying an exchange rate for particular dates was introduced.


For requests created not in the base currency, ApprovalMax now allows setting the exchange rate manually:


What if i set a manual exchange rate for my document and then delete it?

If you delete a manual exchange rate, the automatic rate will be applied to documents based on the document date.


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