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New to NetSuite | Methods for Updating Exchange Rates: Transaction-Level Override

in Advanced Accounting & OneWorld

After exploring manual updates, automated feeds, and CSV imports, the final tool in your currency toolkit is the Transaction-Level Override. Our previous guides focused on setting global rates that apply across the entire system; however, there are times when a specific deal or contract requires a unique "spot rate" that differs from your standard list.

This article details how to set exchange rates directly on individual transactions. This method provides the ultimate flexibility, allowing you to bypass the default system rates for a single invoice, purchase order, or journal entry without affecting your global currency settings.

How to Manually Set a Currency Exchange Rate Override:

Niña Camille Paule | Advanced Accounting and Reporting

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