For more guidance on how to set exchange rates to Decision Models in Check & Decide, please view this interactive demonstration 


You can also follow the below steps to configure your exchange rates: 

  1. In the Creditsafe platform, click on Credit & Risk 
  2. Click on Check & Decide 
  3. Click on Preferences 
  4. You will be taken to the Conversion Rates 
  5. Click on the blue Edit Conversion Rates button 
  6. You can select your Primary Currency in the first drop down. This is the currency all your financials will show in 
  7. In the User Defined Conversion Rates you can add, edit and delete currencies 
    • Click on the green + symbol to add a conversion
    • Select your country 
    • Add in the conversion you want in relation to your primary currency 
    • To delete a conversion click on the red - symbol next to the conversion rate 
    • When you are in editing mode, the conversion figures are available for editing
  8. In the Model Specific Currency Application you can select whether you want this to apply to all Decision Models, or select the Decision Models you want it to apply to 
  9. When you have finished configuring, click the green Save Conversion Rates button