Multi-Currency source with Xero

Description

This feature allows WMS to support Multi-Currency independently from an accounting system.

Detail Steps

To activate WMS as a Foreign Currency source:

1. Add new tag <WMSAsCURSource>True<WMSAsCURSource> in Prefs.xml file and set to True.

1. Go to Tools > Preferences.

2. Replication .

3. From the drop-down list, select "WMS Foreign Currency" and Record Preferences.

Exchange Rates management:

To adjust standard rates:

1. Go to Tools > Manage Lists > Exchange rates.

3. Select "Update Exchange Rate."

4. Confirm to update the new rates.

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FX rates should be updated optionally.

Suggested website to verify FX rates: https://www.xe.com/currencyconverter/

Select From AUS and To your preferred currency.

1. Go to Tools > Manage Lists > Exchange rates.

2. Select Export and Save WMS-CURRENCY.csv the file.

3. Update the rates and save WMS-CURRENCY.csv the file.

4. Go back to Tools > Manage Lists > Exchange rates.

5. Select Import Rates> select WMS-CURRENCY.csv and press 'Confirm'.

Related Information

Xero Integration