To send money using our integration with Microsoft Dynamics 365 F&O, you'll first need to set up the connection to Xe. To do this, please follow these simple steps or watch the video below:
- Set up XE as a bank in Microsoft Dynamics 365 F&O
- Next, navigate to Accounts payable on the left-hand sidebar
- Under Payment setup, select Xe integration
- Select Environment
- 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
- Click the Sync button at the bottom of the page
- You have the option of choosing how long Xe keep the logs for in days
- Click Save settings