Troubleshoot online currency-rate retrieval
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Check network/provider response, currency code and existing settings.
Where to goAdmin Area → Purchase → Settings → Currency Rates
Before you start
- Use an account with purchase_settings: Edit and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What this guide helps you do
Check network/provider response, currency code and existing settings. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Purchase → Settings → Currency Rates.
- Select the relevant record, filter, report, model or configuration described below.
- Use the displayed action or read the current values without altering unrelated data.
- Compare the output with the code-backed rules and expected result in this guide.
- Record or correct any mismatch before relying on the output in production.
Fields and options
Currency-rate recordCurrency/prefix code, stored rate, source/update action and log history.
ConversionThe selected document currency and currency_rate field affect purchase calculations.
Rules and limits
- Online retrieval depends on the configured external rate source and a successful HTTP response.
- Check a rate before recalculating live financial documents.
Check it worked
- The supported troubleshoot online currency-rate retrieval flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Related guides
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