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Getting Started Guides & Videos
Getting started guides & videos
Useful guides and videos to help you get started with Fyorin and streamline your financial operations.
How to create a card
Go to your Dashboard and select ‘Create a Virtual Card’ or go to your Cards section
Select the type of card, depending on your requirements
Enter the card details. Mandatory fields are Card reference, top-up account, and the card limit. Optional fields are Shared by email and Card Tags
Click on create card
How to create a contact
Go to your Dashboard and select ‘Create a contact’ or go to your Contacts section and select the ‘+ New Contact’ option on the top right corner
Select the type of beneficiary (Individual or Company), add a reference, select a bank account country and currency, select the beneficiary country, add the bank holder name and email address and click ‘create contact’
The contact will then be available for you to send payments to.
How to send a payment
Go to your Dashboard and select ‘Send a Payment’ or go to your Payments section
Select the ‘+ Payments’ option at the top right-hand corner
Fill in the details here: Account, contact, Amount, Relation, Reason and a Note or Payment Reference. You may also choose to send the funds later by choosing a date in the ‘schedule for later’ section and uploading a document if required
Note: if your contact does not appear in the contact dropdown, this will need to be created by following the ‘Create contact process’
Click ‘Review Payment’ and check that the details are correct
Click ‘Send Payment for Approval’
If you are the approver, you may go ahead and approve, otherwise this will be sent to the required approver for confirmation.
How to process payroll
Watch the video below for a step-by-step walkthrough on how to process payroll. Please refer also to the page on Payroll Dos and Dont's.
How to send bulk payments
Watch the video below for a step-by-step walkthrough on how to send bulk payments.
How to exchange funds
Go to the Accounts section and select the account which you want the funds to leave from
Note: you can transfer funds to another account within the same Bank (e.g., both sending and receiving accounts need to be with CurrencyCloud)
Click on Transfer on the top left corner
Select the source account and select the target account, update the currency and add the amount you want to transfer.
Click on ‘Review Transfer’ and you will be given the source amount, the rate, the conversion fee, and the target amount as input in the amount section above.
Click on ‘Review Transfer’ again, and if you are happy with the information displayed, click ‘Submit Transfer’ to send your transfer.
How to create an external account
Through the open baking platform, we can connect to over 5k banks worldwide. This makes it easier to consolidate all your accounts under one roof. To link your external accounts, you will need to click onto the ‘Connect’ option (top right) and follow the steps there. Once an account is connected, you can view data over the last 3 months. Due to the PSD2 regulation, you will be prompted to re-link the accounts every 3 months. Note: there is no limitation on the number of external accounts you can connect here.
How to automate accounts receivable
Watch the video below for a step-by-step walkthrough on how to automate accounts receivable. The video includes set up instructions as well as walk through of accounts receivable product on the example of QuickBooks. The integration works exactly the same on any other accounting tool or ERP - Netsuite, Sage, Xero, Zoho or Microsoft Dynamics.
How to send payment request
Watch the video below to lern how to set up request pay product and send payment requests from Fyorin.
How to set up 2-Factor Authenticator on Your Phone
Watch the video below for guidance on how to set up a 2FA using Google Authenticator or Microsoft Authenticator on your phone.
Setting up biometric login
Learn how to set up your biometric device for an easier login experience.
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