Add New or Edit Currency Conversions

Learn how to efficiently manage currency conversions in JobPts. Choose between automatic updates via API or manually setting conversion rates for each active country.

Managing Currency Conversion in JobPts

Admins in JobPts have two available options for managing currency conversion, depending on their company’s preferences and operational needs.

1. Automatic Currency Conversion via API Integration

The first method involves using the API Recognition Conversion feature. This option allows the system to automatically update currency exchange rates in real-time based on trusted financial data sources. It’s a convenient and efficient solution that ensures accuracy without manual intervention.

To configure this feature properly, you’ll need to set up the correct system settings.

For detailed instructions, refer to the guide on how to set up the right system settings.

Alternatively, admins can choose to manually define and update currency conversion rates for each active country within the company. This method offers greater control and flexibility, especially for organizations that operate at fixed internal exchange rates or prefer not to rely on fluctuating market data.
For more information on how to manage country-specific settings, visit the documentation on  how to activate locations in the application. 

To start, log in to JobPts homepage and go on the Admin Center and select the Currency Conversion option under Administration.

Image: JobPts application - Currency Conversion

To add new conversion rates, click the Add New button, enter the desired date in the Date field and then click Save.

*Note : You may only enter the current date. No other dates are permitted

You can now add new conversion rates or update the existing ones as needed. Simply enter the appropriate values in the designated fields.

In the Date field, you’ll find a comprehensive overview of all past conversions, allowing you to track data and changes over time.

Once you’ve made all the necessary adjustments, click Save to ensure your conversion rates are securely stored and up to date.

Image: JobPts application - Currency Conversion - Add New Currency

*Note : You can use the Edit option only on the same day you add new data. Editing past entries is not possible.

To download the latest currency conversion data in an Excel file for easy analysis and record-keeping Click the Export button. 

The Exported excel file contains details for: country, currency, conversion rate & selected date.

Image: JobPts application - Excel

Whether through real-time automation or manual control, JobPts provides flexible and accurate options for managing currency conversion to meet each organization’s specific operational and financial preferences.

If this article left your questions unanswered, please submit a Support Form, and we can clarify this topic.