Please note: In order to set up multiple currencies in your Cube, you must have the Currencies page under "Settings" in your Portal.
If you do not have the Currencies page and are interested in upgrading your Cube to multi-currency, contact your Customer Success Manager.
How to Add Currencies?
Follow the steps below to begin adding new currencies:
- Navigate to the Currencies page.
- Under "Enabled Currencies", lookup for the currency by either typing it or scrolling down.
- Select the currency and click "Save."
- Once saved, all the different conversion rates for your currencies should appear below.
Please note: the conversion rates in Cube are from the Open Exchange Rates API. 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.
If the steps above are not clear, you can watch the gif below!
How to remove a currency from your Cube?
You added a currency by mistake or no longer need it? Don't panic! Removing a currency from your Portal is very easy.
In fact, you can remove a currency by navigating over the currency in question and clicking on the red cross. Once done, don't forget to click "Save," and the conversion rates for that currency will automatically disappear!