Wiki source code of 06d. Currency Management

Last modified by Tom Jardine on 06/11/2025, 14:23

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1 Using the Currencies functionality, monetary conversions can be setup within Indexes.
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3 Navigate to **Setup**, **Extensions** then **Currency Management** to access the Currency Management screen.
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5 To update the currency conversion data, click the link to download the currency template. The template consists of the following columns:
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7 **Column A** – Base Currency Code
8 **Column B** – Amount
9 **Column C** – Convert to Currency Code
10 **Column D** – Conversion Rate
11 **Column E** – Effective From Date
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13 To update the conversion rates, change the value within **Column D** to the new rate and update **Column E** with an **Effective From** date. Once completed, save any changes made and click the **Choose File** button to upload the updated template.
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15 Please refer to the [[Currencies>>doc:Technical Documentation.CXAIR.Administration Guide.4\. Manual Index Creation.c\. Creating an Index.WebHome||anchor="Currencies"]] section of the [[Creating an Index>>doc:Technical Documentation.CXAIR.Administration Guide.4\. Manual Index Creation.c\. Creating an Index.WebHome]] chapter for more information regarding the application of uploaded currency conversion rates.