Ebury

This section provides detailed instructions on how to operate Approval Workflows

Managing Custom Approval Workflows

How to Review and Authorise Pending Transactions in the Mobile App

Custom Approvals on Mobile

This guide combines our frequently asked questions and advanced configuration scenarios to help you establish, manage, and optimise your payment approval processes in Ebury Web.

Frequently Asked Questions: Advanced Approval Workflows

The overall system for setting up and managing payment approvals

Custom Approval Workflows

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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

Citibank GBP account replaced by Ebury GBP account

About sending and receiving funds 

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?

Eligibility and application