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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.
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.
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 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.
Once configured, exchange rates in Sage X3 are automatically updated according to your rules, using accurate figures from a reliable external database.
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.
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.
Currency Configuration
Per-currency rules, decimal places and rate type.
Day-by-day history of every rate used, fully auditable
Our team of specialists have developed a number of ready-to-use components to maximise your value of Sage X3.
