How do I edit the name of my exchange rate table?

Once an exchange rate table has been created, the name of the table can easily be changed. This article describes how to edit the name of an existing exchange rate table.

1. Click Exchange Rates

Click Exchange Rates
  1. On the Icon Bar click the Admin button.
  2. Click Configuration to expand the menu, then click Exchange Rates.

Note: The exchange rate and multiple exchange rate features must be enabled by a PowerSteering team member.

2. Click Edit

  1. Select the exchange rate table you want to edit from the Table drop-down menu.
  2. Click Edit.

3. Edit Rate Table Name

Edit Rate Table Name
  1. In the Name field, edit the name of the exchange rate table as needed.
  2. Click Save.

4. View Edited Table Name

  • View the newly edited exchange rate table name.


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