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  1. Login to Increff RMS system with respective Organisation ID which will be provided by the Increff Customer Success team.

  2. Go to Currency Exchange screen in the Masters section of Increff RMS UI.

  3. Click on Exchange rate button, a pop-up will appear to input the From Currency, To Currency and Conversion Rate values

     

  4. Add the Currency codes of the currencies you want to do the conversion on in From Currency and To Currency text boxes. Now add the conversion rate values as per the latest currency exchange rate in the Exchange Rate text box.

  5. Click on Submit button to save the mapping. The saved mappings of Currency exchange rates will be shown now.

  6. To update the Exchange rate of any existing mapping, the user can click on the edit icon on the right side of every row and can enter the updated Exchange rate

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