Encountered a problem using Xe's integration on Sage Intacct? No worries - we've got a list of common questions below which should hopefully help.
In this article, we'll cover:
Who has access to SmartFX?
Only the approved users, which are assigned through the Xe registration process, will be allowed to log in to Xe through SmartFX.
If there are member(s) of your team which require access, please contact your account manager to request the Add user form.
Problems with getting a quote
Why can't I get a quote?
Depending on the currencies you're looking to exchange, this may be because the markets are closed. Please call your account manager for further assistance.
Keeping your money safe
How do you keep my money safe?
We're licensed as a Money Transmitter by the Department of Financial Services of the State of New York and registered with the The Financial Transactions and Reports Analysis Centre of Canada (FINTRAC).
Under these regulations we must ensure that we've safeguarded your funds.
We ensure your funds are appropriately segregated from business funds in line with regulatory requirements.
Can I cancel our transaction?
If you need to cancel your transaction, please contact your account manager immediately.
What should I do if the money has not arrived with the recipient?
If the payment has not arrived with your recipient after 4 working days of you receiving the payment confirmation, please contact your account manager.
Any other questions?
Always contact your account manager at the earliest opportunity – they'll likely have all the answers you need.