Skip to main content

How to add or update currency exchange rates

Get the most of Zigaflow's multi-currency capabilities by setting up your exchange rates

Open exchange rate settings

1. Click the cog icon

Zigaflow dashboard with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Exchange Rates"

Settings menu list with Exchange Rates highlighted by a click marker, between Email Templates and Export Settings

3. Click "Add Rate"

Exchange Rates settings page with the Add Rate button highlighted above the Latest FX Rates table of currency pairs

Choose the currency pair

4. Select your first currency

Exchange Rates settings with a new row in Latest FX Rates, highlighting the Base Ccy dropdown to select the first currency

5. Select the second currency

Latest FX Rates panel with the Ref Ccy dropdown open, highlighting the Search Filter field above EUR and GBP options

6. Click here

Exchange Rates Latest FX Rates table with new GBP to ZAR row, checkmark save button highlighted next to System Rate field

Set the exchange rate

7. Click "Load" to check the latest market rate

Latest FX Rates table on Exchange Rates screen with the Load button highlighted in the Market Rate column for GBP to ZAR

8. Enter your exchange rate

Latest FX Rates table with a new GBP to ZAR row, the System Rate field highlighted to enter the exchange rate

9. Click here

Latest FX Rates table with a new GBP to ZAR row, System Rate 25 entered and the checkmark save button highlighted

10. Alternatively, click here to apply the market rate

FX Rates table with the download icon highlighted on the GBP to ZAR row to apply the market rate to the system rate

Update all system rates

11. Or click "Update System Rates" to update all exchange rates with the current market rates

Latest FX Rates panel on Exchange Rates with the Update System Rates button highlighted above the currency rate table
Related Articles
Did this answer your question?