Report Settings
Table of Contents
Set up Currency Exchange Rate for reports
Learn how to set a default currency and currency conversions for reports on the Merchant Portal.
Restaurants operating with multiple currencies must designate a default currency and establish exchange rates for all accepted currencies. These exchange rates will be used for accurate financial reporting and reconciliation.
In this article, you'll learn how to set default currency and currency exchange rates for your restaurant.
Important: You must have organization-level access to modify the Currency Exchange Rate settings for reports.
Set default currency
To assign a currency as the default currency that will be used in reports, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Currency Exchange Rate.
- Next to "Default Currency," select your chosen currency from the list.
- Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Report Settings, then select Currency Exchange Rate for Report.
- Next to "Default Currency," select your chosen currency from the list.
- At the top right, click on Save to confirm.
Set currency exchange rates
To add the exchange rate of a currency to your default currency, follow the steps below:
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Currency Exchange Rate.
- Click on + New Currency, then enter the following information:
Note: Repeat this step for all currencies you plan to add. To delete a currency from the list, click on Delete
.- Currency - Choose the currency.
- Rate - Enter the exchange rate of the chosen currency to your default currency.
- Click on Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Report Settings, then select Currency Exchange Rate for Report.
- Click on + New Currency, then enter the following information:
Note: Repeat this step for all currencies you plan to add. To delete a currency from the list, click on Delete
.- Currency - Choose the currency.
- Rate - Enter the exchange rate of the chosen currency to your default currency.
- At the top right, click on Save to confirm.