Multicurrency Tab of General System Settings Form

If you use the Multicurrency feature, use the Multicurrency tab to set up XE.com licensing information.

Contents

Field Description
Allow exchange rate data feed to overwrite existing exchange rates Select this option if you want Vision to overwrite an exchange rate if a currency exchange rate already exists for the particular currency pair and date.
XE Licenses Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Username

Enter the name of the license, for example CanadianDollar. XE.com sends you this username, via an email message, when you complete your licensing agreement with them. You need to enter the username in order to use the XE.com exchange rate service.

Description Enter the description of the license.