Auto Update Exchange Rate for Zoho Billing

Contents

1. Prerequisites
   
2. Key Features of Auto Update Exchange Rate
   
3. Currency Exchange Country List
   
4. How to install the Auto Update Exchange Rate Extension.
   
5. Create OAuth authorization
   
6. How to scrutinize the exchange rates in Zoho Billing
   
7. Support

Prerequisites

1. You must be the Zoho Billing super admin.
   
2. You need Zoho Billing Premium Edition or higher.
   

Key Features of Auto Update Exchange Rate

1. You can individually review currency conversion rates from previous dates.
   
2. Effortlessly compare different exchange rates.
   
3. Zoho Billing now provides updates for currency exchange rates.
   
4. The exchange rates will be contingent on the selected base currency.
   
5. Exchange rates will be updated twice daily.
   

Currency Exchange Country List

How to install Auto Update Exchange Rate

Steps involved in installing "Auto Update Exchange Rate"

1. Launch Zoho Billing and navigate to the marketplace.
2. In the marketplace, initiate a search using the keyword "Auto Update Exchange Rate" and proceed to click the install button.
   
3. Select the organization that aligns with the terms and click "Next."
   
4. Before installation, ensure to authorize your connection.
   

Create OAuth authorization

1. Press the connect option to authorize the connector.
   
2. By creating this Zoho Finance Suite connection, you acknowledge that any data is updated in the Zoho Finance Suite.
   
3. By clicking on connect will redirect to the services login page. Log in to the service and provide permission for this connection to access your account.
   
4. By clicking the "Accept" button you allow the "Auto Update Exchange Rate" extension to access data in your Zoho account.
   
5. Then the connector will connect successfully.

How to scrutinize the Exchange Rates in Zoho Billing

1. To access the most recent currency rates for your selected countries, navigate to the Settings menu. Under the Organization section, you'll find the "Currencies" option.
2. For reviewing exchange rates from previous dates, simply click on "View Exchange Rate." This will provide you with historical exchange rate data.
3. Should you wish to add additional currencies, click on the "New Currency" button.
   

Support

Contact Number: +919868329081

Email: support.extensions@nexivo.co

Website: www.nexivo.co

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