Thursday, May 30, 2019

Adaptive Insights: Enter Currency Exchange Rate

This article is intended for accounts integrated with Adaptive Insights, NetSuite's partner in delivering financial management solutions.

Here are the steps on how to enter Currency Exchange Rates in Adaptive Insights:

1. Navigate to Admin > System > Manage Currencies.

2. Click on Enter Currency Exchange Rates Link.

3. It will route the user to Enter Currency Exchange Rates Page and user can filter it to specific Currency (e.g., USD) and Rate Type (e.g., Avg) for easier access.

4. User can now enter Exchange Rate per Month.

5. Save.

Note: Months and Periods which are open for Currency Exchange Rate assignment are dependent on the Version.

For more information, refer to this link found in Adaptive Insights Help Page:


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