Access Currency lets Dimensions pull in the most recent exchange rates.
This is a free module but an unlock key is required for Dimensions. Follow the steps below to allow Dimensions users to download currency rates.
1. Set the Access Currency permissions
To grant a user access to Access Currency:
Log in as the Access Currency Organisation Administrator at go.accessaacloud.com.
On the navigation bar, click Members.
Find the user, then click Actions > Manage Roles.
Change the Currency option from No Access to User.
đ Note: To make a user an administrator of Access Currency, change their Organisation Role from User to Administrator.
2. Set the Dimensions permissions
Log in to Dimensions as SA or MSTR.
Click System.
Click User Records.
Click the relevant user.
In the ribbon, tick the Access Currency user checkbox.
Enter the Access Currency email address for the user.
Click System.
Click User Records.
Click the same user.
Click Email.
Ask the user to log in to Dimensions. After entering their login details, they are prompted for their Access Currency credentials. Dimensions remembers these once entered.
Click System Control, then Rate Maintenance. If the currency option is unlocked, an additional button appears in the Rate Maintenance window.
Click Download Rates to open the Currency Control window.
Toggle the rates you want to update, then click Refresh to pull through the latest rates.
Other options in the Currency Control window:
Copy the current rates to the proposed rate.
Edit the proposed rate and effective from date.
Edit the most recent rates or create new ones.
Set the user to be prompted to update rates each time they log in to their accounts database.
Rates are downloaded from the Access online web service â the same service used to pull through rates when entering currency expenses.