Last verified with: 10.8.6.0
Overview #
The Exchange History screen provides a read-only history of exchange-rate changes for the currencies configured under the current owner. This allows administrators to review when a rate became effective and when the rate record itself was created.
This history is useful when reviewing historical billing activity, validating when a new rate took effect, or confirming which exchange rate should have applied during a particular billing period.
Prerequisites #
Exchange history is available only after exchange rates have been created or updated for the owner’s currencies.
Currency Panel #
The Currency panel on the left lists the available currencies. Select a currency to view its exchange-rate history in the panel on the right.
Currency Exchange History Panel #
The Currency Exchange History panel displays summary information for the selected currency along with the recorded history of its exchange rates.
Fields #
- Name: Displays the name of the selected currency.
- Currency Code: Displays the currency code for the selected currency.
- Currency Symbol: Displays the symbol used for the selected currency.
History Tab #
The History tab lists the exchange rates that have been recorded for the selected currency.
Above the list, the screen displays the default-currency reference used for the exchange history, such as the equivalent of 1 unit of the owner’s default currency.
History List #
- Exchange Rate: Displays the exchange rate that was recorded for the selected currency.
- Effective: Displays the date and time when that exchange rate became effective.
- Created: Displays the date and time when the exchange-rate record was created.