How to link an exchange rate list to a fiscal year ?

Modified on Wed, 6 Nov, 2024 at 9:33 PM

From the Companies menu, select the fiscal year for which exchange rates need to be set up.


Click on "Edit".




Or, go to the Dashboard of the relevant company, then click on "Tools" and "Edit Fiscal Year".




    1. Check the option "Multi-currency"

    2. Select suitable exchange rate list

    3. Click on "Save"




To check which companies are linked to the exchange rate list, go to Administration - Shared References - Exchange Rate Lists.


Select suitable exchange rate list and then click on "Edit".





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