Managing organisation specific exchange rates in a multi organisation setup

Managing currency rates across your organization structure

Published: 2025-12-20 By: Predictiv

Managing currency rates across your organization structure. This guide covers exchange rate sources, rate type configuration, automatic rate updates, and more.

Exchange rate sources

Each area is represented by a separate folder accessible from the Application menu in the top navigation screen area:

Each business area includes separate folders:

  • Setup - the setup or configuration required for that business area to work

  • Transactions - the transactions which can be executed within that business area

  • Analysis Tools - the reports which can be launched to get accurate and relevant data about that specific business area

Therefore this section of the User Guide details:

  • how to configure

  • how to use

  • and how to analyze

each Predictiv application area within the corresponding business flow. ------------------------------------------------------------------------

# Master Data Management

Master Data Management (MDM) is critical for modern data-driven organizations because it ensures that the core data used across the organization is accurate, consistent, and accessible. This foundational element supports various business processes, decision-making, and strategic initiatives. - Outcome: Facilitates informed and timely decision-making, improving strategic planning and execution. Regulatory Compliance

- Benefit: Ensures compliance with industry regulations and standards through accurate and auditable data.

Rate type configuration

Each area is represented by a separate folder accessible from the Application menu in the top navigation screen area:

Each business area includes separate folders:

  • Setup - the setup or configuration required for that business area to work

  • Transactions - the transactions which can be executed within that business area

  • Analysis Tools - the reports which can be launched to get accurate and relevant data about that specific business area

Therefore this section of the User Guide details:

  • how to configure

  • how to use

  • and how to analyze

each Predictiv application area within the corresponding business flow. ------------------------------------------------------------------------

# Master Data Management

Master Data Management (MDM) is critical for modern data-driven organizations because it ensures that the core data used across the organization is accurate, consistent, and accessible. This foundational element supports various business processes, decision-making, and strategic initiatives. - Outcome: Facilitates informed and timely decision-making, improving strategic planning and execution. Regulatory Compliance

- Benefit: Ensures compliance with industry regulations and standards through accurate and auditable data.

Automatic rate updates

Each area is represented by a separate folder accessible from the Application menu in the top navigation screen area:

Each business area includes separate folders:

  • Setup - the setup or configuration required for that business area to work

  • Transactions - the transactions which can be executed within that business area

  • Analysis Tools - the reports which can be launched to get accurate and relevant data about that specific business area

Therefore this section of the User Guide details:

  • how to configure

  • how to use

  • and how to analyze

each Predictiv application area within the corresponding business flow. ------------------------------------------------------------------------

# Master Data Management

Master Data Management (MDM) is critical for modern data-driven organizations because it ensures that the core data used across the organization is accurate, consistent, and accessible. This foundational element supports various business processes, decision-making, and strategic initiatives. - Outcome: Facilitates informed and timely decision-making, improving strategic planning and execution. Regulatory Compliance

- Benefit: Ensures compliance with industry regulations and standards through accurate and auditable data.

Inter-organization rates

It supports multi-level approval workflows and integrates seamlessly with the procurement process.

Historical rate management

Each area is represented by a separate folder accessible from the Application menu in the top navigation screen area:

Each business area includes separate folders:

  • Setup - the setup or configuration required for that business area to work

  • Transactions - the transactions which can be executed within that business area

  • Analysis Tools - the reports which can be launched to get accurate and relevant data about that specific business area

Therefore this section of the User Guide details:

  • how to configure

  • how to use

  • and how to analyze

each Predictiv application area within the corresponding business flow. ------------------------------------------------------------------------

# Master Data Management

Master Data Management (MDM) is critical for modern data-driven organizations because it ensures that the core data used across the organization is accurate, consistent, and accessible. This foundational element supports various business processes, decision-making, and strategic initiatives. - Outcome: Facilitates informed and timely decision-making, improving strategic planning and execution. Regulatory Compliance

- Benefit: Ensures compliance with industry regulations and standards through accurate and auditable data.

Getting Started

To implement multi-organization exchange rates in your Predictiv environment:

1. Assess your current state - Review existing processes and identify improvement opportunities

2. Configure the module - Work with your implementation team to set up the required components

3. Train your team - Ensure users understand the new capabilities and workflows

4. Monitor and optimize - Track key metrics and continuously improve

Related Resources

For more information on related topics, explore our other guides in this collection.

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See also: Finance

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