You can sign up for CashWise via one of 2 methods:   Directly via CashWise: https://app.cashwise.asia/users/sign_up Via the Xero App Store: https://apps.xero.com/search?q=cashwise The following steps are for the Xero App Store signup Enter your Xero credentials to login Follow any additional authentication steps as prompted. Select Your Organisation Choose the organisati on you want to connect to CashWise. Note: You can only connect one Xero account per CashWise account. Complete the Onboarding Form Once connected, you will be directed to the onboarding form. Upload all the required documents. Wait for Approval CashWise will review your submission and notify you once your account is approved You will be notified once your account is approved. After approval, you can log in to CashWise directly using your Xero account. Your CashWise account is now ready and fully connected to Xero!  You should also see your Xero Account connected under Account Settings > Integrations. R...

  The Integrations page is where you connect your third party financial institutions and apps.  Changes can only be performed by your Company Admin. Navigate to  Account Settings  and Select the  Integrations  tab The Integrations tab is divided into 3 areas: Transactional  - These are bank and payment accounts which can hold, move and convert (FX) cash. Investment  - These are investment accounts which can hold and convert (FX) investments.  At this time, only Syfe is supported.  It is configured and connected by CashWise. Applications  - Connected applications which provide data and transaction statuses to CashWise If there is an integration you would like to see, please do drop us a note at  support@cashwise.asia . Next Steps Configuring Transactional Accounts Connecting Xero into CashWise Related How to Link your Airwallex Account How to Create a Wise API Key

  A: When using the automated payout feature in CashWise, it’s important to set a Cash Reserve or Payout before adding funds to your Airwallex or Wise account.  If you add funds to your account without first setting the payout, there is a chance that the CashWise system may detect the newly added funds as idle cash and automatically transfer them to an investment account. This can cause unintended movement of your funds and may delay or disrupt your scheduled payouts. So setting cash flow items first ensures that the system properly allocates and protects the funds you need for the scheduled payout.

  With CashWise, the process is simplified. Instead of manually calculating how much cash you need and transferring funds, you just let the system know the amount you need for a specific day, and it takes care of the rest. In a typical finance workflow, you would: Check your current bank balance. Calculate how much additional cash is needed for a payment. Manually move the funds to ensure there’s enough in the account. With CashWise, you only need to: Enter the total amount you need for a specific day. Select the account where the funds should be available. CashWise will automatically calculate the shortfall, pull the required funds, and ensure the specified amount is ready on the payment day. How Is It Different? For example, if you have $150k worth of payments due next week but only $100k in your account: Traditionally, you would calculate the difference ($50k), then manually move the funds. With CashWise, you simply set the amount you need ($150k) and the system ensures the full...

To disconnect Xero, you will need to delete the integration in account settings. Step 1: Go to account settings and integrations Step 2: Go to Applications and click Xero Step 3: Disconnect Xero  Xero is now disconnected. Related Articles CashWise QuickStart Guide Connecting Xero to CashWise

  Welcome to CashWise You've just begun a magical journey into financial automation! Prerequisites There are a few things you need to get going: Register for a CashWise account .  Click here  to sign up.  For more information, please see the  CashWise Sign Up FAQ .  Register for transactional account(s).   If you don't already have them, you can choose one or both options: Airwallex account .   Click here  to sign up. Wise account .   Click here  to sign up.  Please note that Wise has an  activation fee  to enable receiving bank transfers. Register for a Syfe account .  Syfe account setup is embedded when you sign up for CashWise, see step #1. Connecting your Accounts to CashWise Until your Airwallex/Wise and Syfe accounts are fully connected in CashWise, you will be presented with this  Getting Started Screen  each time you log in. Next Steps Link Airwallex FAQ  -  After  ...

Yes, In order to change it, follow this FAQ under the editing sections Do note: You can only your cash flow type to similar cash flow types Example: Reserve Cash ⇔ Payout

So you’re probably wondering how your bill payment process will change once you implement our solution. Well, we end up cutting a 13 step process down to a minimum of 2 steps. The system does this by automating various tasks that your finance team takes after receiving an invoice. This means your finance team spends less time on repetitive tasks and can focus on higher-value activities. The diagram below illustrates how CashWise reduces the workload and simplifies your payment workflow. Essentially CashWise removes the need for you to: Manually reschedule payments for holidays - no need to think about the upcoming holidays that may affect your payment. Calculate and check balances whenever you need to make a payment - no need for back and forth checking between accounts Create your payments manually - no need to go into bank accounts and do the payments manually Check in with your Manager for every transaction - Reduce the time wasted from back and forth between staff members CashWis...

Configuring Xero in CashWise CashWise will automatically load the bill payment from Xero into the  Cash Flow Items  as a  Reserve Cash type . Then it'll be aware of the transaction and will make cash available in the specified account on by the payment date.   As long as the transaction remains as Reserve Cash, o n the date the payment is to be made, you will need to take manual action in the bank / payment platform to make the payment . You have the option to convert the Reserve Cash to a Payout manually .  Transactional Account Mapping On the left side are the existing accounts in CashWise connected via APIs, on the right, you will need to select the corresponding account in Xero.  Click 🔄 to refresh the account list if necessary.  The reason for the mapping is that the CashWise account name may not exactly match the Xero name, therefore a one time mapping exercise is required. When mapping is complete, just click  Create . Do Note: Whenev...

  Integrating Xero with CashWise exponentially simplifies workflows.  Once integrated, you have additional capabilities from Xero to help you automate cash movement directly from their platform. Connecting Xero to CashWise To add a Xero connection, navigate to  Account Settings  ->  Integrations  and scroll down to the  Applications  section, then click  Add .   Then select on  Xero  and  Connect : You'll be forwarded to the  Xero login page  where you'll be asked to  Select an Organisation  and  Allow Access . You may be prompted to enter your  Xero login credentials , then you'll see a confirmation of the integration. Related Articles CashWise QuickStart Guide Integrating Xero Into CashWise