- API Reference
- Authentication
- Budget v4
-
Callouts
- Callouts and Application Connectors
- Delete notification requests
- Event Notification Callout
- Fetch Attendee Version 2 Callout
- Fetch List Callout
- Get notifications by status
- Launch an external URL request v1
- Launch External URL - Expense v4
- Launch External URL - Request v4
- Post an event notification request
- Post an attendee search request
- Post a list search request
- Cards v4
- Cash Advance v4.1
- Common
- Direct Connect - Ground Transportation v1
- Direct Connect - Hotel Service v4
- Document Compliance Gateway v4
- Event Subscription Service v4
- Exchange Rate v4
- Expense v1
- Expense v3
- Expense v4
- Financial Integration Service v4
- Insights
- Invoice
- Quick Expense v4
- Receipts
- Receipt Image
- Request v4
- Spend Documents v4
- Travel Profile
- Travel
- User
- General
Currency Admin Configuration
In order for users to submit expense reports based on uploaded exchange rates, the expense administrator may consider additional configurations.
As the administrator, navigate to the Currency Admin page:
Administration » Expense » Expense Admin » Currency Admin » Settings
- Ensure Currently Loaded Exchange Rates is checked to consume exchange rates.
- The Exchange Rate Source provides three options in which what rates are retrieved:
- Search Local then External Sources: Custom rates are loaded first and, if not found, consume rates from an external source.
- Use Local Exchange Rates Only: Custom rates only.
- Use External Exchange Rates Only: Our default external exchange rate source is OANDA Live Exchange Rates.
- Exchange rate Markup (percentage): Increase all rates returned by an additional percentage.
- Allow Inversion of currency rate pairs: As currency rates are bidirectional, this allows retrieval of a rate in the opposite direction of an uploaded exchange rate, calculated as an inverse of the original rate.