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Business

Looking to get more from your business account? Thinking of opening one? We can help.

Opening your business account

Why do I need to get my business verified?

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Written by Currencies
Updated 3 years ago

How do I open a Currencies Direct account for my business?

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Written by Currencies
Updated 3 years ago

Can I have more than one business account?

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Written by Currencies
Updated 2 years ago

Can my business use Currencies Direct?

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Written by Currencies
Updated 2 years ago

Business basics

What does your business payment platform look like?

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Written by Currencies
Updated 1 year ago

Do I get an account manager to manage my payments?

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Written by Currencies
Updated 3 years ago

Do you have an affiliate programme?

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Written by Currencies
Updated 3 years ago

Can my business get a Currencies Direct card?

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Written by Currencies
Updated 3 years ago

How do I move money between my Currencies Direct business and personal accounts?

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Written by Currencies
Updated 3 years ago

Making payments and buying currency

What is the difference between the “you pay” and “recipient gets” amounts?

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Written by Currencies
Updated 3 years ago

What payment methods are available?

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Written by Currencies
Updated 3 years ago

How do I send money as a business?

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Written by Currencies
Updated 3 years ago

How do I make a same-day payment?

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Written by Currencies
Updated 2 years ago

What are the minimum and maximum amounts I can send?

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Written by Currencies
Updated 2 years ago

Can I book a Forward Contract online?

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Written by Currencies
Updated 3 years ago

Where can I view payments and currency purchases awaiting approval?

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Written by Currencies
Updated 3 years ago

Where can I download the Contract Note?

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Written by Currencies
Updated 3 years ago

Where do I find the bank details to use for receiving money or paying for transfers?

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Written by Currencies
Updated 3 years ago

Will I be able to see the rate I will receive for my payments?

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Written by Currencies
Updated 3 years ago
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Wallets

Do you allow split payments where some wallet funds are used, and the remaining is funded via bank transfer?

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Written by Currencies
Updated 3 years ago

What should I do if I don’t have sufficient money in a wallet to make a payment?

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Written by Currencies
Updated 3 years ago

What is the difference between the wallet “Total balance” and “Available balance”?

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Written by Currencies
Updated 3 years ago

Managing your business account

How do I add or remove someone from my business account?

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Written by Currencies
Updated 3 years ago

Can I transfer my business account to someone else?

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Written by Currencies
Updated 3 years ago

I need to edit details on a business account

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Written by Currencies
Updated 3 years ago

How do I set up dual payment authorisation?

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Written by Currencies
Updated 3 years ago

How can I check if you have my correct business and account information?

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Written by Currencies
Updated 3 years ago

Payment approvals

How do I check the details of an approved or rejected transfer?

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Written by Currencies
Updated 3 years ago

Batch payments

What are errors and cautions?

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Written by Currencies
Updated 3 years ago

What are batch payments?

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Written by Currencies
Updated 3 years ago

How do I access batch payments?

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Written by Currencies
Updated 3 years ago

What does it cost to use batch payments?

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Written by Currencies
Updated 3 years ago

How do I upload my batch payments file?

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Written by Currencies
Updated 3 years ago

What is a batch payment template?

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Written by Currencies
Updated 3 years ago

Once I have submitted a batch, how do I notify my approvers?

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Written by Currencies
Updated 3 years ago

Can I automate batch payments?

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Written by Currencies
Updated 3 years ago

Can I pay my invoices in bulk using batch payments?

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Written by Currencies
Updated 3 years ago

Can I pay for different currencies in a single batch?

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Written by Currencies
Updated 3 years ago
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Xero

What are the benefits of syncing Currencies Direct data with accounting software like Xero?

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Written by Currencies
Updated 2 years ago

How long does it take to share my transaction data automatically to Xero?

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Written by Currencies
Updated 2 years ago

What is a Xero Bank Feed or sync with Currencies Direct?

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Written by Currencies
Updated 2 years ago

How do I connect a Currencies Direct Currency Account to a Xero bank account?

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Written by Currencies
Updated 2 years ago

How can I disconnect a Currencies Direct Account from a Xero account?

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Written by Currencies
Updated 2 years ago

What Currencies Direct balances can I connect?

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Written by Currencies
Updated 2 years ago

What information can Currencies Direct access from my Xero account?

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Written by Currencies
Updated 2 years ago

Can I get help connecting Xero to my Currencies Direct Account?

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Written by Currencies
Updated 2 years ago

Can I connect my Currencies Direct Account to my Xero account directly from the Xero platform?

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Written by Currencies
Updated 2 years ago

Will all my Currencies Direct transactions appear in Xero?

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Written by Currencies
Updated 2 years ago
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Sage

What is a Sage Bank Feed or sync with Currencies Direct?

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Written by Bhargav Rai
Updated 10 months ago

How will transactions show in Sage?

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Written by Bhargav Rai
Updated 10 months ago

What versions of Sage are supported?

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Written by Bhargav Rai
Updated 10 months ago

How do I set up my Sage Bank Feed?

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Written by Bhargav Rai
Updated 10 months ago

How to disconnect Currencies Direct from Sage?

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Written by Bhargav Rai
Updated 10 months ago

Will all my Currencies Direct transactions appear in Sage?

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Written by Bhargav Rai
Updated 10 months ago

What Currencies Direct balances can I connect with Sage?

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Written by Bhargav Rai
Updated 10 months ago

What transaction information does Currencies Direct send to Sage?

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Written by Bhargav Rai
Updated 10 months ago

What information can Currencies Direct access from my Sage account?

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Written by Bhargav Rai
Updated 10 months ago

There is an issue with syncing or my connection with Sage. What should I do?

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Written by Bhargav Rai
Updated 10 months ago

Rates and fees

What are your account charges for using your online service?

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Written by Currencies
Updated 3 years ago

Is it better to use the online system or the dealing desk?

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Written by Currencies
Updated 2 years ago

Do I have to sign up for a minimum period, or pay a fee for not using my account?

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Written by Currencies
Updated 3 years ago

Risk management

Do you offer risk management solutions?

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Written by Currencies
Updated 3 years ago

How do I view my Forward positions?

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Written by Currencies
Updated 3 years ago

How do I draw down?

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Written by Currencies
Updated 3 years ago

Security and access

What are ‘your devices’ in my profile?

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Written by Currencies
Updated 3 years ago

How does Currencies Direct verify my business?

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Written by Currencies
Updated 3 years ago

How secure is your online system?

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Written by Currencies
Updated 3 years ago

I can’t remember my username

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Written by Currencies
Updated 3 years ago

I’ve forgotten my password. How do I reset it?

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Written by Currencies
Updated 3 years ago

I get an error that my login details are incorrect?

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Written by Currencies
Updated 3 years ago

I'm locked out of my account

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Written by Currencies
Updated 3 years ago

I didn't receive the log in SMS with my PIN

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Written by Currencies
Updated 3 years ago

I don’t have my mobile and can't receive the SMS with my PIN?

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Written by Currencies
Updated 3 years ago

I’ve lost my mobile, or changed my number

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Written by Currencies
Updated 3 years ago
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Using our API

Getting started with the Currencies Direct API

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Written by Currencies
Updated 3 years ago