To set up multiple currencies in your Cube, you must have the Currencies page enabled in your Workspace.
If you do not have the Currencies page and want to upgrade your Cube to use multiple currencies, please reach out to our support team.
Add currencies
If you're using NetSuite as your source system, see this article.
Or follow the steps below to begin adding new currencies using the rates from Open Exchange Rates API:
- Navigate to the Currencies page.
- Under the Currencies tab, click Manage Currencies.
- Select the currency or currencies. Add custom currencies here, too.
- Click Save.
- If you've created a custom currency, you'll be prompted to upload rates now, but you can skip this step and upload them later.
View conversion rates for your currencies from the Exchange Rates Tab by clicking Edit Rates.
Depending on your settings, rates are pulled from the Open Exchange Rates API or uploaded to Cube. You can modify rates in the table by clicking Edit rates, typing in the new rate for the specific period, or uploading a file containing custom rates.
Remove currencies
- Navigate to the Currencies page.
- Under the Currencies tab, click Manage Currencies.
- Click the X next to the currency code.
- Click Save.
The currency conversion rates will no longer appear in your Exchange Rates table.