Understanding PSA Data: Blog 10: Currency & Exchange Rates

Microsoft Dynamics PSA Currency Exchange Rates

On setup of the system several currencies will be loaded into the system. Unless trading in many currencies, eBECS suggests manually setting up currencies and exchange rates.

Settings > Business Management > Currency

PSA does not include functionality to be able to capture live exchange rates, these exchange rates will need to be manually maintained unless connecting to a currency exchange service or receiving currency updates via ERP system.

eBECS recommends this data is setup manually rather than imported if you are following this Blog series as a guide for importing data.