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