Universal Search helps you jump to the right place and find the right people, accounts, and activity. The Payment Drawer lets you start a payment from almost anywhere on the site, without losing your place.
Universal Search
Universal Search helps you find pages and information quickly, including areas of the product that are deeper in the menu.
Results are personalised to your data, for example:
Team
Transactions
Accounts
Some results include actions that work together with the Payment Drawer (for example, starting a payment to a payee you found in search).
Payment Drawer
The Payment Drawer is the main way to send payments and exchange currency on the website.
What you can do:
Open payments or FX while you stay on your current page.
Use any account you are permitted to access as the source.
Send money to:
Another of your accounts (including FX between accounts in different currencies, when available for your setup), or
A saved payee (same currency as today; cross-currency payments to payees may still use other flows until international payments are fully available in the drawer).
Foreign exchange (FX) in the Payment Drawer
You can now exchange currency through the Payment Drawer when your organisation has an eligible route.
For eligible routes, conversion is processed automatically through our banking partners. Funds are exchanged and credited according to the confirmed rate and route.
When FX may not be available:
FX is not enabled for your account.
You do not have the right permission (the correct role), so it will not show.
Your profile may not include a supported source and destination pair (for example, both accounts must be active and set up for FX on the same banking route).
Some routes are only available during trading hours. If your exchange uses a provider with a trading window, you will see when FX is available (for example, weekdays only) and you cannot submit outside that window.
If a destination does not support FX for your source account, it may not appear or may be unavailable with a short explanation — this is expected while we expand supported routes.
Other payment features in the drawer
Single payments to payees or internal accounts
Create a new payee during the payment flow
Recurring payments (where your plan and permissions allow)
File-based payments, where enabled:
PDF upload for payment details (matching rules depend on currency and payee data)
Batch payments (CSV) for multiple payments
For new customers:
Use Universal Search to find payees, accounts, or transactions.
Open the Payment Drawer to pay or exchange between your accounts when FX is offered for your accounts.
Add payees in the flow if someone is not saved yet.
Check permissions with your administrator if you do not see Pay, FX, or file upload options.
For existing customers:
Payments and FX in one place: many flows that used to sit in separate menus are now available from search and the Payment Drawer.
FX in the drawer replaces manual or disconnected steps for routes that are now connected — you see the rate and received amount before you confirm.
If you do not see FX, your accounts may not yet be on a supported route; continue using previous FX or international processes where your team has used them, until your setup is enabled.
Trading hours apply only on certain routes; plan time-sensitive exchanges accordingly.
Let's have a closer look:
You may find the Create a Payment option on any page:
After selecting it, you would be able to create a Transfer or File Payment.
Transfer
As for the transfer, you may select the funding source, the sum, the receiver (the existing or the new payee), and check if it would be a one-time payment or a recurring one.
From here, you can also proceed with FX (if applicable). You may select the destination. the trade side (sell or buy) and get a quote:
After providing the amount, you will be able to see the rate and the quote time frames. If you’d like to proceed, please click on Authorize FX trade.
File Payment
You can also select File Payment. There, you may upload the document in the accepted formats provided in the screenshot:
After uploading the invoice, please proceed with the Process Invoice button:
The system would extract invoice details for you, including name, IBAN, and other data. If these details do not match the existing payee, the system will ask you to create a new one. Also, you can select a payment purpose and category.
After providing all the information, you will be asked to create a new payee or redirected to the next page right away. There, please double-check all of the provided information before proceeding:
If everything looks right to you, just turn on the toggles and click on Confirm Payment. After that, you will see the final page, and from there, you can view the transaction, attached documents, or make another payment:
Now, let’s check the Batch payment file. I selected xls. format and uploaded it by clicking on Process Batch. After that, please click on Validate and Review:
After that, the system will withdraw the information from the file and verify your payees. You should review the information and, after confirming payee and transaction details, click on Confirm Batch Payment.
Permissions and security
Some actions appear only if your role and permissions allow them. If you believe something is missing by mistake, ask your account owner to review your access.