Skip to main content

Manage currency settings

Learn how to manage currency settings.

Add fixed rates manually​

To add several periods, you must follow these steps for each period. The periods cannot overlap, even if they include different currencies.

If you have existing fixed rates, Add fixed rates manually is populated with a period starting the day after your latest period's end date, with the same currencies from you latest fixed rates, which you can edit as required. If your most recent period has no end date, you must first close that open period before you create your new period.

  1. On the Snow Atlas settings menu, under Account, select Currency settings.
  2. Select Add fixed rates manually.
  3. In Period, select the date range to apply to the fixed rates that you want to add. You can enter a period without an end date.
  4. Select the currency that you want to add for that period, and enter the exchange rate to apply.
  5. Do one of the following:
    • If you want to add another currency, select Add currency, and repeat step 4.
    • If the fixed rates that you want to add are complete, select Save.

Edit fixed rates​

You can edit the periods, currencies and exchange rates for fixed rates.

caution

If you edit the period for fixed rates, this can affect the data using these rates for all users in your Snow Atlas system.

  1. On the Currency settings page, select the period for the fixed rates that you want to edit.
  2. From Actions, select Edit.
  3. Optional: To change the period, select the date range that you want to apply to the fixed rates.
  4. Optional: In Currencies, do any of the following:
    • Update the exchange rates for the currencies.
    • To delete a currency, select the trash icon to the right of the currency.
    • To add another currency, select Add currency. Select the currency that you want to add, and enter the exchange rate to apply.
  5. Select Save.

Delete fixed rates​

When you delete fixed rates for a period, you can affect the data using these rates for all users in your Snow Atlas system. For more information, see the information on currency management in the applications that your organization is entitled to use. For SAM Core on Snow Atlas, see Currency management.

  1. On the Currency settings page, select the period for the fixed rates that you want to delete.
  2. From Actions, select Delete.