Set Up Exchange Rate Updates

If you track multiple currencies in Vantagepoint, you can automate the updating of currency exchange rates.

Deltek partners with XE.com, a popular online foreign exchange tools and services company, to supply up-to-date exchange rates to Vantagepoint users. It is up to you to contact XE.com, pay for their exchange rate services, and configure Vantagepoint to work with their data.

To set up a data feed from XE.com to Vantagepoint:

  1. Send an email to data@xe.com containing the following information:
    • Your company name and address.
    • The full name, email address, and phone number of the primary billing contact at your company.
    • That you want to use exchange rate information with Vantagepoint in the cloud.
  2. Establish a contract and payment process with XE.com.
  3. Follow XE.com’s instructions for configuring and activating your account.
  4. Configure Vantagepoint to use XE.com data:
    1. In the Vantagepoint desktop client, go to the XE.com Rates tab in Settings > General System.
    2. Follow the instructions in the Vantagepoint online help.