Setting a Custom Exchange Rate for a Currency
This guide explains how to set a custom (manual) exchange rate for any currency in your system.
📘 Prerequisite
Before you begin, make sure the currency you want to edit has already been added to your Currency List.
Step 1: In the left-hand navigation panel, click Settings. Then, select Currency.
Step 2: On the Currency page, find the currency you want to update (e.g., HKD, AUD, PHP).
Step 3: On the right side of the row, click the Exchange Rate Setting (Clock/Timer) icon.
The Exchange Rate Setting pop-up window will appear.
Step 4: Choose Custom Exchange Rate
Inside the pop-up:
In the Exchange Rate Type section, select
Custom Exchange Rate.
This option allows you to manually define the rate and set a validity period.
Step 5: Enter Rate Details & Validity Period
Start Time (Required):
Enter the date when your custom rate becomes effective (MM/DD/YYYY).End Time (Optional):
Add an end date if the rate is temporary. Leave blank to keep it active until replaced.
💱 Exchange Rate
Enter the conversion value that defines:
How much of the Base Currency equals 1 unit of the foreign currency.
Example:
If 1 HKD = 0.128 USD:1 [HKD flag] = 0.12800000 [USD flag]
Step 6: After completing all required fields, click Save.
✅ Your custom exchange rate is now active.
The system will apply your defined rate—within the date range specified—for all calculations involving this currency.