Difference between revisions of "How do I enter a session exchange rate?"
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== Summary == | == Summary == | ||
| − | When printing and posting transactions in [[Dealing with currency accounting in Platinum?|currency]], Platinum converts values using the exchange rate as set for that day. | + | When printing and posting transactions in [[Dealing with currency accounting in Platinum?|currency]], Platinum converts values using the exchange rate as set for that day. |
This article explains how a user can override the default rate for a period of time using a session rate. | This article explains how a user can override the default rate for a period of time using a session rate. | ||
== More Information == | == More Information == | ||
| − | The exchange rate can be updated in [[How do I set up currency translation?#Updating Exchange Rates|Reports & Settings]]. This rate is then applied to all transactions until the time it is amended. | + | The exchange rate can be updated in [[How do I set up currency translation?#Updating Exchange Rates|Reports & Settings]]. This rate is then applied to all transactions until the time it is amended. |
| − | To override this rate e.g. to post a [[Posting purchase invoices|Purchase Invoice]] at a specific rate, you may enter a session rate. | + | To override this rate e.g. to post a [[Posting purchase invoices|Purchase Invoice]] at a specific rate, you may enter a session rate. |
{{Warning|text=Once entered a session rate is then applied to all currency transactions made by your user until you either change the session rate to zero i.e. disabling it, or you log out of Platinum.}} | {{Warning|text=Once entered a session rate is then applied to all currency transactions made by your user until you either change the session rate to zero i.e. disabling it, or you log out of Platinum.}} | ||
| − | * Wherever you wish to apply the session rate press [[How do I set up currency translation?#Converting from One Currency to Another|{{KeyPress| | + | * Wherever you wish to apply the session rate press [[How do I set up currency translation?#Converting from One Currency to Another|{{KeyPress|A-E}}]]. |
| − | * Within the {{Tab|Currency convertor}} window the {{DataPrompt|System Rate}} is displayed on the right of the screen. | + | * Within the {{Tab|Currency convertor}} window the {{DataPrompt|System Rate}} is displayed on the right of the screen. |
* Enter the rate you wish to use in the {{DataPrompt|Session rate}} field on the left of the screen. | * Enter the rate you wish to use in the {{DataPrompt|Session rate}} field on the left of the screen. | ||
| − | ** Make sure the rate is to convert the currency displayed in the {{DataPrompt|From}} field to the currency in the {{DataPrompt|To}} field. | + | ** Make sure the rate is to convert the currency displayed in the {{DataPrompt|From}} field to the currency in the {{DataPrompt|To}} field. |
=== Revert to default rate === | === Revert to default rate === | ||
| − | To revert to the rate as set in {{RP}}, you can either log out of Platinum then log back in again or, | + | To revert to the rate as set in {{RP}}, you can either log out of Platinum then log back in again or, |
| − | ensuring you are on a value field, press [[How do I set up currency translation?#Converting from One Currency to Another|{{KeyPress| | + | ensuring you are on a value field, press [[How do I set up currency translation?#Converting from One Currency to Another|{{KeyPress|A-E}}]]. |
| − | * In the {{DataPrompt|Session rate}} field enter 0 to remove the rate. | + | * In the {{DataPrompt|Session rate}} field enter 0 to remove the rate. |
| − | * Press {{KeyPress| | + | * Press {{KeyPress|ENTER}} and {{KeyPress|ESC}}. |
== See also == | == See also == | ||
Revision as of 06:26, 23 January 2021
Summary
When printing and posting transactions in currency, Platinum converts values using the exchange rate as set for that day.
This article explains how a user can override the default rate for a period of time using a session rate.
More Information
The exchange rate can be updated in Reports & Settings. This rate is then applied to all transactions until the time it is amended.
To override this rate e.g. to post a Purchase Invoice at a specific rate, you may enter a session rate.
 | Once entered a session rate is then applied to all currency transactions made by your user until you either change the session rate to zero i.e. disabling it, or you log out of Platinum. |
- Wherever you wish to apply the session rate press <Alt+E>.
- Within the [Currency convertor] window the "System Rate" is displayed on the right of the screen.
- Enter the rate you wish to use in the "Session rate" field on the left of the screen.
- Make sure the rate is to convert the currency displayed in the "From" field to the currency in the "To" field.
Revert to default rate
To revert to the rate as set in Reports & Settings, you can either log out of Platinum then log back in again or, ensuring you are on a value field, press <Alt+E>.
- In the "Session rate" field enter 0 to remove the rate.
- Press <Enter> and <Esc>.
See also
- Dealing with currency accounting in Platinum?
- How do I set up currency translation?
- How do I add a new currency?
- How do I view an amount in a different currency?
- How do I reconcile foreign currency accounts?
- How do I add a new country?
