For more guidance on how to set exchange rates to Decision Models in Check & Decide, please view this interactive demonstration
You can also follow the below steps to configure your exchange rates:
- In the Creditsafe platform, click on Credit & Risk
- Click on Check & Decide
- Click on Preferences
- You will be taken to the Conversion Rates
- Click on the blue Edit Conversion Rates button
- You can select your Primary Currency in the first drop down. This is the currency all your financials will show in
- In the User Defined Conversion Rates you can add, edit and delete currencies
- Click on the green + symbol to add a conversion
- Select your country
- Add in the conversion you want in relation to your primary currency
- To delete a conversion click on the red - symbol next to the conversion rate
- When you are in editing mode, the conversion figures are available for editing
- In the Model Specific Currency Application you can select whether you want this to apply to all Decision Models, or select the Decision Models you want it to apply to
- When you have finished configuring, click the green Save Conversion Rates button