To set up multiple currencies in your Cube, you must have the Currencies page enabled in your Portal (available to Admins only).
If you do not have the Currencies page and want to upgrade your Cube to multi-currency, 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 Enabled Currencies, look for the currency by typing it or scrolling down.
- Select the currency and click Submit.
- After saving, all the different conversion rates for your currencies should appear in the table under Exchange Rates.
If you need to update or change a rate, you can modify it by clicking "Edit rates" and typing in the new rate for the specific period.
Need to import a file with custom rates? Use these steps as a guide.
Remove currencies
Remove a currency from your list of enabled currencies by clicking the X next to the currency code.
Click Submit, and that currency's conversion rates will automatically disappear from your Exchange Rates table.