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Export SoftLedger Foreign Exchange (FX) rates

Geoff Ostrega avatar
Written by Geoff Ostrega
Updated over 3 weeks ago

TABLE OF CONTENTS

Description

This article explains how to export daily calculated foreign currency exchange rates for those with multi-currency organizations.

How To

Navigate to Settings -> Currency where you will see a list of currencies. Click on the three dots all the way to the right and select export (see screenshot below).

Only rates that have been used for transactions recorded in SoftLedger are available for export. There may be missing days in the list of rates, but any date which has a transaction posted to it in that foreign currency will be included in the export file.

Exported rates exclude rates entered by users for foreign currency revaluations.

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