Exchange Rates
If your contracts run in different currencies but you report in one, this is where you keep the rates DigitalCore uses to convert.
How rates are applied
A finance line is converted using the rate for that line’s period month. So January 2026 stays at January’s rate even as rates change later. Historical reports stay stable.
How to enter rates
| Source | Notes |
|---|---|
| Manual | Enter rates per currency pair per month. |
| Imported file | Upload a CSV of rates. Planned. |
| Market feed | Pull from a data provider. Planned. |
Most customers use manual entry. Reports rarely need daily rates.
Reporting currency
Your organisation has one reporting currency, set in Account. Portfolio and Pulse totals use it.
A single engagement or contract view can show numbers in its own currency instead.