How to Configure Custom Exchange Rates in NuMetric
Easily manage and customize currency exchange rates directly from your settings. This allows you to control how foreign currency values are reflected in your regular invoices, ensuring easy read as an additional foreign currency.
1. Access Settings
Go to Settings from your dashboard.
2. Open Exchange Rate Settings
Click on Exchange Rate.
Add new currency
3. Add a New Currency
Click + Add custom exchange rate.
4. Select Currency
Type or select the currency you want to add (e.g., USD).
5. Choose Exchange Rate Type
You have two options:
Auto Rate
Automatically updated based on Open Exchange Rates.Manual Rate
Enter a fixed rate based on your preference.
For this example, we will use Auto Exchange Rate.
6. Save the Exchange Rate
Click Save.
The exchange rate is now available for use.
Add another currency
7. Add Another Currency
Click + Add custom exchange rate again.
8. Select Another Currency
Choose a different currency (e.g., EUR).
9. Set Manual Exchange Rate
Select Manual and enter your desired rate.
Example:
1 JOD = 1.22 EUR
10. Save the Rate
Click Save.
The manual rate is now active.
Switch Between Auto and Manual
11. Switch Between Auto and Manual
You can update any currency at any time:
Change from Auto → Manual
Change from Manual → Auto
Simply update your selection and click Save.
12. View Exchange Rate List
All added currencies and their rates will appear in the Exchange Rate List.
Notes
NuMetric operates as a single-currency system, with exchange rates used for display and reporting purposes.
Changes to exchange rates apply going forward and do not retroactively update historical transactions.
How to Add a Currency Exchange Value to a Regular Invoice
Learn how to include an additional currency value when creating a regular invoice in NuMetric. This feature allows you to display the invoice total in another currency while maintaining your base currency for accounting.
1. Start Creating an Invoice
Go to Sales → Invoices and begin creating a new invoice.
2. Add Currency Exchange
Before finalizing the invoice, click Add Currency Exchange.
3. Select Currency
Choose a currency from your configured exchange rate list (e.g., USD).
Note: Only currencies added in Settings → Exchange Rate will appear here.
4. Create the Invoice
Click Create Invoice to finalize.
5. View Exchange Value on Invoice
Once the invoice is created, the additional currency value will appear under the total.
Example:
JOD 1.000 = USD 1.410