PLUGINS

Exchange Rate

For businesses dealing with multiple currencies, maintaining accurate exchange rates is crucial but challenging due to constant fluctuations. The Mysoft Exchange Rate Plugin automates the whole process inside Sage X3 — pulling accurate, time-relevant data via API, so manual input and keying errors disappear.

Sage Platinum Club Winner

20+ Years Experience

UK + North America

First UK Sage X3 Partner

Who is this for?

Businesses that trade using different currencies

What will you gain?

Automation in the maintenance of exchange rates, increasing financial accuracy through eliminating manual entry errors and delays.

Where would you find me?

Sage X3 Exchange Rate can be found within the Financials section of Sage X3

Inside the plugin

Automated currency rates, built into Sage X3 Financials.

For businesses that trade using a range of different currencies, accuracy is important. Exchange rates change every second, so it can be challenging to stay up to date. The Exchange Rate Plugin replaces manual input and enables seamless automation.

Currency Rules

Configure a set of rules for each desired trading currency. Once set up, Sage X3 applies them automatically — no manual input required at the start of each day.

Third Party Rates via API

Currency information is populated using detailed exchange rate data provided by third-party software, made available via API — enabling a high level of accuracy and time-relevant data.

Field Selection

Field selection allows flexible set up for each exchange rate — for example, the number of decimal places and the rate type — so each currency behaves exactly as your business needs.

Automatic Updates

Once configured, exchange rates in Sage X3 are automatically updated according to your rules, using accurate figures from a reliable external database.

Multi-Territory

Particularly useful for businesses operating in multiple territories, or simply those working in varying currencies — continuity is ensured at each site while the risk of human error is eliminated.

Audit Log & History

A log of exchange rates is stored on the system for full auditability. Access a day-by-day history of all rates used, so any customer discrepancies can be easily settled — strengthening business relationships.

See it in Sage X3

Built into the screens your team already use.

Currency Configuration

Per-currency rules, decimal places and rate type.

Exchange Rate Log

Day-by-day history of every rate used, fully auditable

By automating exchange rate maintenance, the plugin removes manual entry, eliminates keying errors and keeps every site working from accurate, time-relevant figures.

Developed by Mysoft.
To Enhance Your Sage X3.

Our team of specialists have developed a number of ready-to-use components to maximise your value of Sage X3.

Exchange Rate

Who is this for?

What will you gain?

Where would you find me?

Automated currency rates, built into Sage X3 Financials.

Currency Rules

Third Party Rates via API

Field Selection

Automatic Updates

Multi-Territory

Audit Log & History

Built into the screens your team already use.

By automating exchange rate maintenance, the plugin removes manual entry, eliminates keying errors and keeps every site working from accurate, time-relevant figures.

Developed by Mysoft. To Enhance Your Sage X3.

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