Set Up Licensing Information for the XE.com Currency Exchange Rate Service

The XE.com Currency Exchange Rate Service is an online exchange rate data feed service that you can incorporate into Vision's Daily Exchange Rates feature.

To enter licensing information for XE.com:

1. Determine how to set up your license:
   • New XE.com license — You must contract with XE.com before setting up licensing information in Vision. Click here to register with XE.com. Reference Deltek Vision as the permitted application and Deltek as the vendor referral in the registration and then complete the following procedure/steps.
   • Existing XE.com license — If you have an existing XE.com license, you must renew your license agreement with XE.com. The new agreement will provide access to the XE.com APIs that are required for use with Vision 7.6. These APIs replace the datafeed method that was used in all prior versions of Vision. Click here to access the Migration Form. After you complete and submit this form, XE will contact you with an agreement. When all terms are complete, XE.com will email you the Account ID and associated API Key for your license, as detailed in the following procedure/steps.

   Disclaimer

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

2. From the Vision Navigation menu, click Configuration > General > System Settings.
3. On the General System Settings form, click the XE.com Rates tab. If you have a prior version of an XE.com license, the XE Licenses grid displays with the previous XE license information in the Account ID and Description columns. Select each row that contains a previous license and click Delete.
4. Enter the Account ID and associated API Key for your license that was provided by XE.com. You can only enter one license on the XE.com Rates tab.
5. Enter a Description for the license.
6. Use the Currencies grid to specify the rate combinations for the license entered in the XE Licenses grid. You can Insert and Delete currencies on this grid.

   Because the API can support multiple currency combinations, you can insert as many currency combinations as needed, but you cannot enter the same combination more than once.

   The currency options that are available are based on the currencies that are enabled for all companies.

7. Click Save.