Adding adjustmens & FX rates

Prerequisites

1. Access to Finance: You must have the appropriate user permissions to view and manage the Finance section.

2. Supported File Formats: Ensure your report is in a format Revelator can parse. For example, CSV, or TXT from recognized DSPs or distributors.

3. Catalog Management: Ideally, you have a clean catalog with accurate metadata (ISRC codes, track titles, etc.), to minimize unmatched lines upon import.

Adding or Adjusting Foreign Currency

1. Identify a Multi-Currency Report: Look for a report labeled with FX details (e.g., a currency symbol or note indicating foreign currency usage).

2. Open Currency Settings: From the Report Details page or Actions menu, click Currency Adjustment (or similar label) to view or modify currency rates.

3. Set Conversion Rates:

   • Option A: Use Auto-Fetched Rates if Revelator fetches rates automatically from integrated providers.

   • Option B: Manually enter or adjust a rate to reflect a specific exchange date.

4. Apply Adjustments: Save changes to update how revenue lines in that report are calculated or displayed.

   • Note: These changes can automatically recalculate final payouts if you have distribution rules set.