Add a Self-Funded Global Account

Use Account Management to provision self-funded global receiving accounts on the Global Accounts tab after you complete the add-currency workflow on the Funding Sources tab. This topic explains how to add a global account for manual bank deposits.

Prerequisites

• Your organization uses the Unified Emburse Pay workspace with Airwallex Account Management.
• Your profile has access to Emburse Pay and to Account Management configuration.

Account Management Tabs

Tabs related to self-funded funding include Funding Sources and Global Accounts. Start the add-currency workflow on the Funding Sources tab. After provisioning, open the Global Accounts tab to copy receiving details.

Provision a Self-Funded Global Receiving Account

Start the add-currency workflow from Add Primary Currency or Add Currency on the Funding Sources tab. The workflow provisions a global receiving account when you select self-funding as the funding method.

1. In Emburse Pay, open the configuration area by selecting the gear icon.
2. In the left navigation menu, select Account Management.
3. Confirm the connected entity name in the workflow header.
4. On Choose currency, select a currency and region pair from the list. Some pairs are available only through self-funding.
5. On Choose a funding method, select Self-Funding to provision a global receiving account for manual bank deposits.
6. Optionally enter a nickname for the receiving account.
7. Select Local or SWIFT as the transfer method. Local uses the domestic clearing system where the account is held. SWIFT supports international wire collection.
8. On the summary step, select Provision Account. Wait for the success confirmation.
9. Open the Global Accounts tab to copy receiving details and send funds from your bank.

After provisioning, see View Global Receiving Account Details.