How to set up Xe's API connection in Microsoft Dynamics

To send money using our integration with Dynamics, we'll first need to set up the connection to Xe. To do this, please follow these simple steps or watch the video below: 

1. Navigate to Accounts payable on the left-hand sidebar
2. Under Payment setup, select Xe integration
3. Select Xe as your Method of payment
4. Enter your username and password and then click Test connection to ensure the connection to our platform is working
5. Once this has worked, you're good to go. Click Save settings and move on to setting up Xe as a bank.