After You Set Up the XE.com Currency Exchange Rate Service

After you set up the licensing for the XE.Com Currency Exchange Rate Service in Currency Settings, you can begin using the service.

Several new buttons display on the Daily Exchange Rates form:

  • Download Rates: Click this button to download currency rates from XE.com.
  • Schedule Rate Download: You can schedule, via your process server, when you want the rates downloaded from XE.com. Click this button to display the Schedule dialog box for the process server, and complete the information as needed. The Options tab is blank because it does not apply to rate downloads.
  • Rate Download Exchange Date: This feature allows you to download historical exchange rates. You can use Today's Date to schedule a daily download of current rates or to download current rates now. Or you can use the Specific Date option, which allows you to select a date and download historical rates.