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Getting Started Guides

Getting started guides

Useful guides to help you get started with Fyorin and streamline your financial operations.

How to create a card

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Go to your Dashboard and select ‘Create a Virtual Card’ or go to your Cards section
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Select the type of card, depending on your requirements
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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
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Click on create card
Watch this video for a step by step instruction

How to send a payment

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Go to your Dashboard and select ‘Send a Payment’ or go to your Payments section
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Select the ‘+ Payments’ option at the top right-hand corner
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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
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Note: if your contact does not appear in the contact dropdown, this will need to be created by following the ‘Create contact process’
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Click ‘Review Payment’ and check that the details are correct
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Click ‘Send Payment for Approval’
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If you are the approver, you may go ahead and approve, otherwise this will be sent to the required approver for confirmation.

How to create a contact

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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
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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’
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The contact will then be available for you to send payments to.

How to exchange funds

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Go to the Accounts section and select the account which you want the funds to leave from
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Note: you can transfer funds to another account within the same Bank (e.g., both sending and receiving accounts need to be with CurrencyCloud)
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Click on Transfer on the top left corner
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Select the source account and select the target account, update the currency and add the amount you want to transfer.
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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.
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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.
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