Understanding Currency Conversions

Introduction

Keka’s Currency Conversion feature lets you handle multi-currency transactions with accuracy. Whether reimbursing international expenses or managing global timesheets, this tool ensures you apply the correct conversion rates—manually or automatically.

1. Access the Currency Conversions Tab

• From the left menu, go to Org.

• Click Expenses & Travel, then Policies & Settings.

• Select the Currency Conversions tab.

2. Add a Currency Conversion

• Click Add a Conversion.

• In the Add Currency Conversion screen:

  • Select Currency 1 (base currency) and Currency 2 (target currency).

  • Choose a Conversion Type:

    • Manual: Enter a fixed conversion rate yourself.

    • Automatic: Keka uses the current international exchange rate at the time of expense creation.

  • Click Add to save.

3. Manage Existing Conversions

• Use the three-dot menu to customize visible columns.

• Click the edit (pencil) icon to modify conversion details.

• You can switch between Manual and Automatic Exchange Conversion while editing.

Thank you for choosing Keka.