Setting up Xe as a bank in Microsoft Dynamics

Once you've ensured the API is connected, we'll need you to set up Xe as a bank. To do this, follow these simple steps or watch the video below:

1. Navigate to Cash and bank management on the left-hand sidebar
2. Once open, select Bank accounts from the Bank accounts drop-down menu
3. Along the top-bar, click +New
4. Fill out the Xe bank account information and then click Save.