'Exchange Rate Configuration' section
In the Exchange Rate Configuration section, you can check or change the rules for applying exchange rates to different entities.
From the dropdown lists for different actions, select the required rule. The possible options are:
Use new exchange rate – use the rate from the day of the action.
Copy exchange rate from the quote task / job – use the same rate as was applied when the quote was created.
Update exchange rate using invoice date – the rate will be the one from the day of the invoice.
Do not update exchange rate.
To find out more about exchange rates in XTRF, see the Add a currency and Change the source of currency exchange rates guides.