Company setup
The home currency plus foreign rates. Landed cost and invoices need a real rate, not a guess in a chat.
Where to find it: Left menu → Company / Administration → Currency & Exchange Rates
Step 1
Left menu → Company / Administration → Currency & Exchange Rates. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Confirm the home currency from company profile. Add a foreign currency and today’s rate against home. Save.
Step 3
A new import in that foreign currency should pick this rate (or ask you to confirm it) instead of leaving FX blank.
Yes. Currency & Exchange Rates is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
No. Add the currencies you actually buy and sell in. You can add more on the day you need them.
