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            Currency rates

            Default look of the Currency rates list:


            As it clear from title, this lust contains currency rates, which allow to recalculate amounts between different currencies. All rates are based in the base currency, specified in Settings. For example, if you use USD as base currency, than currency rate for EUR should allow to get amount in EUR by multiplying amount in EUR and currency rate.

            For example, 100 EUR corresponds to 113.65 USD on 06-jun-2016. This means that currency rate should be 1.1365. So, 100 x 1.1365 = 113.65.

            Currency rates downloader

            BaccS has a feature to download exchange rates automatically. Currency rates downloader can be accessed using Download rates button on the ribbon in the Currency rates list or using a small button which can be found in any Currency rate field which you can find in different data entry forms. For example, this are the Currency rate fields in the Job entry form (left) and Invoice entry form (right) with a button to open Currency rates downloader:
              

            Regardless how you access it, you will see the following window:


            Here you can select from a number of currency rates providers (OpenExchange, Central European Bank, Central bank of Russia, HM Revenue and Customs, Bank of Croatia). When you open the downloader from a data entry form, Date field will be populated with a date of a currently edited document, and corresponding currency will be selected in the Currency list. Adjust date, select exchange rates source select necessary currencies (using checkboxes), and then click OK. A new rate will be added to the Currency rates table. If currency rates downloader was opened from a data entry for, downloaded rate will be automatically applied in the corresponding document.

            In the program Settings you may setup automatic currency rates downloading. Check corresponding article for additional details.


            Any Currency rate field which you will find in many editing forms in BaccS contains a button to open currency rates downloader. If you provide currency rate manually in such field, it won't be added to the currency rates list. If you use currency rates downloader, the downloaded rate will be added to the currency rates list and immediately applied to the field you're currently editing.
            Updated: 01 Apr 2018 02:14 PM
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