PSA handles currency and exchange rates in different ways depending on the way in which you have configured it. PSA can use Salesforce's advanced currency management feature or it can use its own custom currency rate tables for multi-currency conversions.

If you have permissions to do so you can:

  • Create dated exchange rates in each currency, which are applied for specific time periods. This allows you to change the rate as it changes on the foreign exchange market.
  • Add new exchange rates.
  • Edit existing exchange rates.
  • Set a currency as the corporate currency.

If you have configured PSA to use the advanced Salesforce multi-currency feature, you manage the exchange rates and currencies using the Manage Currencies section of the Company Profile. See the Salesforce Help for more information on currency management on the Salesforce platform.

When the Salesforce Advanced Multi Currency setting is set to false, the PSA Currencies tab is used in multi-currency conversions instead of the advanced Salesforce multi-currency feature.


You must create a currency record for every currency that you plan to use in PSA.

Exchange rates are preloaded when a new PSA new or edit page is opened. If you amend the applicable exchange rate while a document is "In Progress", you must reload the page to apply the new rate before posting.