Banking

ZackE · ‎October 12, 2023

Thanks for becoming part of the Community, greg-yochim.

Since you're receiving a message informing that your currency and exchange rate are required for a transaction in a foreign currency, I'd recommend making sure the template you're working with is formatted properly and includes all of its required data.

When a template's open in Excel, you can edit it and add data to it. You mention that yours is missing a column for exchange rate. Since the message you're encountering advises you'll need a rate specified, you can add a new column to your spreadsheet.

Here's a video showing how it's done:

If you need additional assistance customizing a spreadsheet, I'd recommend getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment and conduct further research with you.

They can be reached while you're signed in.

Here's how:

Use the Help (?) icon.
Click Contact Us.
Enter a description of your situation in the What can we help you with? field, then hit Let's talk.
Select Start messaging or Get a call.

Be sure to review their support hours so you'll know when agents are available.

I've also included a few detailed resources about working with Spreadsheet Sync and exchange rates which may come in handy moving forward:

I'll be here to help if there's any additional questions. Have a great Thursday!