CIPAceTM Help

Browse Projected Exchange Rate Sets

Top  Previous  Next

Navigate Here: Utilities > Currencies > Browse Projected Exchange Rate Sets

 

You can browse all projected exchange rate sets on the Browse Projected Exchange Rate Sets page.

 

BrowseExchangeRateSets

 

 

A brief summary of each projected exchange rate set displays in the table. The summary includes Exchange Rate Set Name, Created By, Modified On, and Is Default. You can sort the records by clicking the linked column headers. If there are too many records to display on one page, you can use the navigation control to view another page.

 

You can quickly find the exchange rate set you want by using the search function. Enter search conditions in the search fields and click the Search button. The projected exchange rate sets will be filtered and the table will show the records that match the search conditions. You can click the Reset button to clear the conditions in the search fields.

 

Click the Add icon Add, it will open the Add Projected Exchange Rate Set page.

 

Click the Copy link, it will open the Copy Projected Exchange Rate Set page of that exchange rate set.

 

Click the Edit icon Edit of a record and system will go to the General tab of Edit Projected Exchange Rate Set page of that exchange rate set.

 

Click the Delete icon Delete to delete the selected exchange rate set.

 

Note: There is a pre-added exchange rate set named "Default Exchange Rate Set", which contains no projected exchange rate and has been set as the default set in the system. You can add rates for it after you have chosen the currencies for your organization.

 

______________________________________________________
Copyright © 2002- CIPPlannerTM Corp.