Configuration

Source

Here you indicate the source from where you would like to get your exchange rates. Currently the following are supported:

Recommended Sources (The sources we find to be the most reliable and recommend that you use)

Paid Sources (aka you will need to have a subscription with the provide before you can use)

Other Secondary Sources (Not recommended** - Only use if any of the recommended sources does not fit your needs)

** = The reason we do not recommend these sources is that they are all part of various bank websites and these banks from experience tend to not care about backward compatibility and stability. :-( So we have over the years seen countless changes and errors from these sources, so if you want to offer your customer the best experience, we recommend sticking to the recommended or paid sources.

Rounding decimals *

The online sources typically have exchange rates with 4 decimals, but you can lower this if you like.

NB: This feature is not used when using online service scheduling option, due to low usage.

Interval of check

Here you decide if the exchange rates should be imported one month at the time or just one day at the time.

Fill indicated days back if missing

Here you have the option to backtrack the exchange rates if previous days are missing (Weekend and days where add-on was not started). [NB. Please do not set this to high, since it will lower performance].

Warn if deviation from last rate is above % *

Here you can enter a warning system if exchange rates deviate too much. You can set the number of percentage that the rates can deviate without warnings. If a deviation higher that the allowed occur then in the client, you will be prompted if you wish to import rates anyway (in the server-component a too high deviation will always be rejected as there is no human interaction to determine if it is OK or not)

NB: This feature is not used when using online service scheduling option, due to low usage.

Additional Fee: Direct *

If you wish to make the exchange rate fee higher than the online source you have the option to add a fixed amount to the rate (Example if currency XXX is 5.5 and Fee is 1.0 the value set in SAP will be 6.5)

NB: BE VERY AWARE OF THIS OPTION IF YOU IMPORT MORE THAN ONE CURRENCY SINCE THIS IS A FIXED FEE IN LOCAL CURRENCY

NB: This feature is not used when using online service scheduling option, due to low usage.

Additional Fee: Percentage *

This fee is like the direct fee added onto of the online value but as a percentage instead.

NB: IF YOU USE BOTH THE DIRECT FEE AND THE PERCENTAGE FEE, THE DIRECT FEE WILL BE ADDED FIRST BEFORE THE PERCENTAGE FEE IS ADDED

NB: This feature is not used when using online service scheduling option, due to low usage.

Days Set in the Future

Here you can set number of days you want to take today's rate and pass it into the future. This is handy if you need exchange rates in the weekend days but does not login during the weekend.

Retrieval Method

This selection controls how the exchange rates will be retrieved, and has the following options:

Via Boyum Cloud (Recommended):

This option uses Boyum Cloud as a middleman between SAP and the exchange rate provider.

This has the added benefit that if anything changes in the way the exchange rates need to be retrieved, selecting this option means you will automatically be covered by these changes and can continue to get exchange rates, without having to wait for an update to B1UP to fix the problem.

NB: Please note that since this is a global service is will always consider the date of retrieval in UCT time should the provider-URL be based on a date

Directly from provider:

This option means that B1UP is communicating directly with the exchange rate provider.

User Name

Oanda only: Here you'll put your Oanda User Name  that you use with your Oanda subscription.

Schedule Option

if selected scheduling option is other than no scheduling, the selected scheduling option will update exchange rates based on the interval defined.

the possible scheduling options are:

•No scheduling

•Server component (requires that the server component has been installed and configured).

Success email

If set an email will be send when the exchange rates are updated (Optional).

Error email

If an error occurs and email will be send to this email.

Server run time (24 H/M)

The fields controls at what time of the day the import of exchange rates happens on the server.

Server day in the month to run (If monthly interval is selected)

This field determines what day of the month the import of exchange rates should take place (Only when Monthly interval of check is selected).

Always update exchange rates even if filled

Force the server component to always update the exchange rates even if already filled.

Do not set rates on user login (Only Server component)

If you enable this option, the add-on itself will never set the rates. Do this if you want to have the Server component to be the only trigger of new rates.