Currency Rate Auto/Bulk Update

Currency rates to auto update or have a bulk update option after created. Currently once a currency rate is created for match, cause card or incentive programs in CSRc, the currency rate will not update unless manually done. It would be great, especially for global clients, to have a bulk update option like checking a box to update the currency rate based on the current rate that day. OR if the system could update daily, monthly, or quarterly.

  • Ashley Knowles
  • Dec 2 2025
  • Reviewed: Voting Open
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Client Name Avantor, Zimmer Biomet, Ralph Lauren, Catalent.
Employee Name Ashley Knowles
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  • Guest commented
    06 Jan 15:24

    International clients with multiple currencies would find this v helpful: Capgemini, Diageo, Teva

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  • Lisa Maloney-Vinz commented
    December 10, 2025 16:28

    when we were setting up our next year programs for Incentives, we noticed there is a functionality that does the bulk currency conversion. Maybe this is something that can be brought into the credit card and payroll match process.

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