Currency

The Data Warehouse comes with a powerful currency feature (purchase of the Currency addon required) that allows customers to manage currency rules and monthly rates. Configuring monthly rates along with using the Data Warehouse’s standard currency rule will allow a customer to easily perform currency translation into a native currency for reporting purposes. The currency menu is broken down into three parts:

  1. Monthly Rates
  2. Rate Types
  3. Rate Type Rules

Click on one above links for information on each tab and how to configure the data within these menus.

Currency is an add-on feature that must be purchased.