Your Airwallex experience is getting an upgrade!
Previously, you had to manage all of your accounts separately. With this upgrade, you can centrally manage your accounts within a given entity by default.
What this means for you
If you have multiple accounts under the same legal entity, you will get the following:
- Unified view of global finances: Gain a unified view of balances, payments, and reports across all accounts. You can also instantly move money between your accounts.
- Simplified user management: Centrally manage and invite users across all accounts
- Streamlined spend management: Submit, view, and approve expenses and bills in a single place
- Single set of spend controls: Set up and maintain a single set of spend controls rather than separate approval workflows for each account
If you only have a single account under your legal entity, when you add new accounts to your entity you’ll automatically benefit from the same centralized management features.
And if you’re a spend management customer, you’ll get access to new features including Expense Assistant and NetSuite custom fields.
Note: if you manage multiple entities these features can be applied globally by upgrading to Global Entity Management. To find out more, contact us to upgrade to Global Entity Management.
New User Management Model
This upgrade is associated with our new user management model. Users will be able to do the exact same actions they could before the migration with access to the same accounts. Please read this guide to learn more.
Updated User Interface
We’ve also updated the left hand navigation menu to make it easier to use as your company grows. We’ve split it into two sections:
- The account section – Accounts let you manage funds, create transfers, issue cards, accept payments, and more.
- The organisation section – Your Organisation allows you to centrally manage your business workflows. These features apply across all of the accounts in an entity. All entities are now associated with an organisation. An organisation is a group of entities and their associated accounts.
Below is an example of the updated left hand navigation menu.
