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Setting custom currency exchange rates

Last updated 13 May 20263 min read

Metriks pulls currency exchange rates from e-conomic by default. You usually don't have to do anything — invoices in EUR, USD, SEK or anything else get converted to your reporting currency automatically at the rate e-conomic recorded on the invoice's booking date.

Some companies prefer to use fixed rates across an entire reporting period — for example, to lock in the budgeted rate for board reporting, or to mirror an internal treasury policy. Metriks supports that through the Currencies section on the company settings page. This guide walks through when to use it and how.

When to override the e-conomic rates

  • Board reporting consistency — your board uses a fixed budget rate; you want MRR and revenue in Metriks to match without manual recalculation.
  • Treasury policy — your accounting policy says report in a single end-of-period or average rate, not daily spot rates.
  • Comparing periods — you want to remove FX-rate noise when looking at MRR growth quarter-over-quarter.
Most teams don't need to do this

Metriks gets currency exchange rates from e-conomic automatically, and it isn't necessary to change rates unless you have a specific reason like the ones above. If you do change them, document the policy so the next person who looks at MRR knows why it differs from accounting.

Where to set custom rates

  1. Open Settings → Company.
  2. Find the Currencies section.
  3. Click Modify Currencies. A dialog opens listing every currency that has been used in your data (populated from e-conomic).
  4. For each currency you want to override, enter the rate Metriks should use. Leave others on their e-conomic defaults.
  5. Save. Metriks recomputes MRR, ARR and invoiced totals against the new rates in the background.
Admin permission required

Only users with the Admin role (or Super Admin) can modify currency settings. Other roles see the Currencies section but the Modify button is disabled with a tooltip explaining why.

What recomputes after a change

Changing exchange rates triggers a background recompute. While the recompute runs (usually 30-60 seconds for a typical workspace, a few minutes for larger ones), dashboards keep showing the previous numbers — they refresh in place when recompute finishes.

  • Dashboard totals (MRR, ARR, invoiced revenue) — recomputed against the new rates.
  • Customer detail values — LTV, total invoiced, contract values — recomputed.
  • Charts and time series — every historical period is re-expressed against the new rates.
  • Exports — Excel/CSV exports generated after the change use the new rates.

Common questions

Can I change my company's reporting currency itself?

Changing the reporting currency (e.g. from DKK to EUR) is not a self-service action today — it touches accounting integrations and historical recompute simultaneously, so we handle it manually. Email support@metriks.dk and we will switch it for you.

Will my AutoInvoice setup break?

Automated Invoicing issues invoices in the customer's billing currency in e-conomic, not in your reporting currency. Custom exchange rates only affect how amounts are displayed inside Metriks — invoiced amounts that go to e-conomic are untouched.

What happens to historical exports I've already downloaded?

They keep their original numbers — files on your machine aren't touched. New exports generated after the rate change use the new rates.

Can I revert to e-conomic's rates?

Yes. Open the Currencies dialog again, clear the override for that currency, and save. Metriks goes back to using e-conomic's rate for that currency from the next recompute.

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