Currency Conversion is currently available for Beta testing. 
                              Contact Support to enable.

In residuals reporting, the default currency is set to US dollar.

If your ISO pays agents in other currencies, then you will need to select the desired currency when you import a new residuals report into the system:

With the currency selected, the system automatically re-calculates the residuals and shows them in the selected currency.

The residuals are converted to the selected currency using the exchange rate that was set in the system for the residuals month being imported.

The exchange rates are saved and managed on the Currency Exchange Rates page in the CRM. 

To manage your currency exchange rates navigate to Manage > Residuals > Currency Rates in the CRM: 

The Currency Exchange Rates page now opens up as shown in the below example:

The page shows all of the saved exchange rates. You can filter the exchange rates using the currency, active month, and year filters at the top of the report table. 

In the Actions column you can use the action shortcuts to delete a rate, view a history of the exchange rate changes, and edit the exchange rate. 

To add a new exchange rate click the 'Add Currency Exchange Rate' button, select the currency, amount per USD, the effective month and year, and click Save:

If you are editing an existing exchange rate, then a warning message will be shown before you save your changes to confirm the change, as well as to remind you that you'll need to re-import your residuals report for that month in order for the new exchange rate to take effect:

Here are a few additional notes on the Currency Exchange Rates page:

• The Currency Exchange Rates page is not enabled by default. Please contact support if you wish to have it enabled. 
• In order to create and manage exchange rates, you'll need to have the Residuals Currency Management permission enabled on your user class. 
• Currently, only CAD and AUD currencies are supported. Additional currencies may be added in the future. 
• The currency exchange rates are currently managed manually. A future update may provide the ability to manage the exchange rates automatically. 
• A user's profile can have a default currency assigned. The residuals pages will display currency information based on each user's primary currency.