How to update rates in exchange requests

Learn how to update rates in pending exchange requests before approval to ensure accurate execution based on current or custom rates

In exchange requests from clients, which haven’t yet been approved and have the Pending status, you can change the rates at which the exchanges will be executed.

To change the rate in an exchange request:

1

Navigate to Clients > Requests.

2

By default, all requests on the page are filtered by the Pending status. To list only pending requests of the Exchange type, select Exchange in the filter field under the Type column.

3

Select the request and navigate to request details.

In the request details, the Rate field displays the rate valid at the moment when a client created the exchange in the B2CORE UI and the request was created in the Back Office. This rate includes the markups specified for the currencies in the currency pair.

4

To update the rate, click Change rate.

5

In the displayed Change rate popup, update the rate that will be applied to the exchange in one of the following ways:

• Enter the desired rate in the New rate (without markup) field.

• Refresh the rate by clicking the Refresh button on the right side of the New rate (without markup) field. This retrieves the current valid rate from an exchange rate provider and displays it in the New rate (without markup) field.

6

In the Verification code field, enter the code obtained by solving a simple math problem to confirm the rate update.

7

Click Save to apply the updated rate and close the popup.

The markups are applied to the updated rate, and the recalculated value is displayed in the Rate field in the request details.

After approving the request, the exchange is executed using the updated value in the Rate field.