Ebury

Citibank GBP account replaced by Ebury GBP account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Settings

How can I change the language on Ebury Web?

Account Settings and Modifications

How to change your Two-Factor Authentication (2FA) method

How to change my phone number for Two-Factor Authentication (2FA)

Troubleshooting: I haven’t received my 2FA SMS code

Two-factor authentication (2FA) using an Authenticator app

Two-Factor Authentication (2FA)

Confirmation of Payee (CoP) - UK

Verification of Payee (VoP)

Consumer Duty: Ensuring Good Outcomes for Retail Customers

Privacy and Security

How to recognise possible fraud

How to Protect Yourself from Phishing Attacks

How to Recover a Compromised Email Account

Do you know the risks of using a generic email address?

What do I do if I am a victim of Fraud?

Fraud

SEPA Payments

What is ISO 20022 and how does it affect me?

A step-by-step guide to paying your suppliers in their local currencies

Payments and Beneficiaries

Simplifying Your Transactions with Trusted Beneficiaries

Beneficiaries

Adding beneficiaries

How can I pay from my Ebury account?

How to Combine Balances and Trades for Payments

How to cancel a payment

Payments I Pre-execution

Bank Charges on Payments

What to Do If a Beneficiary Claims Non-Receipt of a Payment

How to track your payments directly from Ebury Web

Payments II Post-execution

How does the multi-payment functionality work?

Payment Approval System (N/eyes) and Multipayments

Where can I find my account details?

How to Download Account Statements

Understanding Your Account Balances

Which currencies are available with Ebury?

Currency Accounts

How do I open an account with Ebury?

About the Account

Hedge

What is currency risk or FX exposure?

What is a spot transaction?

What is a forward contract?

What is a fixed forward vs. a window forward?

What flexibility do I get with forward contracts?

What happens if I don’t hedge?

Do I need to pay any upfront cost to enter into a forward contract?

Are there any risks associated with forward contracts?

For how long can I enter into a contract?

Am I obligated to buy the currency if I enter into a forward contract?

Can’t I just use my bank for global transactions?

What is the Ebury Hedge platform?

How does the Ebury forward contract work?

How do I book a trade with Ebury?

About Hedge

How do I use Convert and Pay?

How do I book a Drawdown?

Can I change or cancel an FX trade online?

What margins or deposits do I need to pay?

I booked the wrong currency, what should I do?

FX Transactions

Where can I learn more about APIs?

How does the PSD2 TPP fall-back mechanism work?

Connect

Connect with Ebury via Open Banking

Ebury for Quickbooks Online

Ebury for Sage

Ebury for Sage200 Advanced Edition

Ebury for Agicap

Ebury for Odoo

Ebury via EDITRAN

Ebury for Cobase

Ebury for NetSuite

Ebury for Exact Online

Ebury for Xero

Ebury Bundle for NetSuite

Ebury via EBICS

Ebury via SFTP

Connect your accounting software to Ebury

Financing

How do I check if my business qualifies for Ebury’s financing solutions?

How can I apply for Ebury's Financing solution?

Do I have to provide security or a guarantee for the credit line?

What documents are required to open and maintain a credit line?

How long does it take to set up the financing account?

Will Ebury’s financing conflict with my existing banking relationships?

What are the transaction sizes and credit terms?

Why would I choose Ebury finance over a bank loan?

Eligibility and application

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