Demo video: Automatic Currency Rates Update VietcomBank
Key Values
Developed by Viindoo, this module is a powerful tool for Businesses that frequently have multi-currency transactions and operations.
- Solve issues relating to manually updating foreign exchange rates including wasting time and effort, as well as error-prone.
- Smooth the process of multi-currency transactions and operations with timely updating of the exchange rate.
Key Features
This module helps businesses easily update the exchange rate of the active currency against the main currency. This rate is updated according to the exchange rate at Vietcombank.
- Allow tracking Buy/Sell/Transfer Rate with the last updated time recorded.
- Update automatically foreign currency rates hourly.
Editions Supported
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword viin_auto_currency_rate_vcb.
- Press Install.
Note:
Instructions
Instruction video: Automatic Currency Rates Update VietcomBank
Step 1: Create a bank account, and activate the automatic currency rates update feature. There are 02 methods to create a new bank account:
- Method 01: Navigate to the Contacts app > Configuration > Banks, press Create. If you are using the Contacts app, you can see the list of banks that you have just created.
- Method 02: Navigate to the Invoicing app > Configuration > Add a Bank Account to create a new bank account. In case you are not using the Contacts app, the person in charge of the accounting department can create a new bank account from the Invoicing app.
Step 2: Enable multi-currencies feature.
Step 3: Check the periodically updated exchange rates.
By default, the exchange rate is updated once every hour.
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