After setting up Xe as a bank, you may need to set us up as a payment method in Microsoft Dynamics 365 F&O. To do this, follow these simple steps or watch the video below:
- Navigate to Accounts payable on the left-hand sidebar
- Under Payment setup, select Methods of payment
- Click +New
- From this screen, ensure the following fields are as follows:
- Method of payment: Xe
- Account type: Bank
- Payment account: Xe
- Within the Xe payments section, toggle on Use as Xe Method of Payment
- Click Save