Set Up the XE.Com Exchange Rates Service

If you use multiple currencies, you can schedule and automate the updating of exchange rates. Deltek partners with XE.com, an online foreign exchange tools and services company, to supply up-to-date exchange rates to Vision users.

Use the XE.com service to:

  • Choose as few or as many currencies as you want.
  • Select the time of day and time zone at which your rates are updated.
  • Download currencies up to nine times a week (once a day, plus two "grace" downloads in the event a daily download gets corrupted).

To use the XE.com Exchange Rate Service:

Step Refer to this help topic:
Communicate with XE.com directly to set up licensing information in Vision. Set Up Licensing Information for the XE.Com Currency Exchange Rate
Configure the XE.com Rates Tab in Vision. XE.com Rates Tab
Use the Daily Exchange Rates form to download rates, schedule the rate download, and specify an exchange date. Daily Exchange Rates Form

Disclaimer

When you click the www.XE.com link, you enter a third party Web site. You do so at your own risk. Deltek is not responsible for your entrance into the third party Web site or use of the services offered therein.