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Multi-Currency Support in Atlas

Multi-Currency Support in Atlas

Kinexa Atlas supports multiple currencies for businesses that operate internationally or need to track transactions in foreign currencies.

Setting Up Currencies

  1. Go to Atlas > Settings > Currencies
  2. Your base currency (IDR) is set up by default
  3. Click + Add Currency to add more (e.g., USD, EUR, SGD)
  4. Set the currency code, name, symbol, and decimal places

Default Currencies

Atlas comes pre-loaded with 10 common currencies including IDR, USD, EUR, GBP, SGD, MYR, JPY, AUD, CNY, and THB. You can seed them via Settings > Currencies > Seed Defaults.

Managing Exchange Rates

  1. Go to Atlas > Settings > Exchange Rates
  2. Click + Add Rate to enter a new exchange rate
  3. Fill in: from currency, to currency, rate, and effective date
  4. The system uses the most recent rate for conversions

Currency Conversion

Atlas can automatically convert amounts between currencies:

  • API endpoint: GET /settings/exchange-rates/convert?from=USD&to=IDR&amount=100
  • Returns the converted amount using the latest available exchange rate
  • Reverse rates are calculated automatically (e.g., if USD→IDR exists, IDR→USD is derived)

Tips

  • Update exchange rates regularly for accurate reporting
  • You can set a source label for each rate (e.g., "Bank Indonesia", "Bloomberg")
  • Historical rates are preserved for accurate back-dated reporting
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