Manage currency rates
In Visma Net, you can maintain the exchange rates of foreign currencies with respect to the base currency or any other foreign currency as frequently as needed.
- You can configure any required currency in the system, and enter effective rates for the currencies on any selected date.
- You can then view the rates that were effective on a specific date as well as review the rate history for any required currency pair.
- You can also configure different parameters for the same currency pair that can be used in operations with different suppliers or customers.
- To do this, you create a rate type, and the rate type provides all currencies configured in the system with the particular parameters you specify.
- The system allows you to create any number of rate types.
- You can also turn on the automatic import of currency rates that is available from AutoPay
Section Content
Create a rate type
About currency rate entry
In Visma Net, you can add multiple currencies and specify multiple exchange rates for each particular currency pair.
Add a currency rate
You use the Currency rates (CM301000) window to add a currency rate in Visma Net.
About historical currency rates
You can record currency exchange rates any time for a particular currency.