Set custom currency rates

you can define custom currency rates for use in your charthop organization by adding new custom currency rates or by editing conversion rates for existing currencies in your list add a custom currency rate you can add a new custom currency rate to your currencies list add a custom currency rate to add a custom currency rate from the left sidebar, select admin from the sub menu, select financial in the currencies section, select + add additional currency in the fields that display currency select a currency from the dropdown list the currencies that display in the list are populated from currencylayer conversion rate source select custom from the dropdown list rate enter a custom currency rate effective date enter the date the custom rate goes into effect select save at the bottom of the currencies & costs tab to save your changes you can add multiple custom currencies at once by selecting + add additional currency multiple times to delete a new currency row, select the trash can icon edit conversion rate you can edit the conversion rate for a currency that is already in your list edit the conversion rate to edit the conversion rate from the left sidebar, select the settings menu (gear icon) and select org settings select the currencies & costs tab in the currencies section, select the action menu at the left of the row for the currency you want to edit select edit conversion rate the edit by rate dialog displays in the edit by rate dialog, select the custom option enter the custom conversion rate once you enter a custom rate, the rate comparison against the default currency automatically updates underneath (for example, 1 usd = 1 25 cad) enter an effective date for the conversion rate change select save conversion rates are always based off of the us dollar (usd) the rate comparisons that display underneath a rate are compared against the default currency for the organization packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement | hris