To create a currency conversion, head to the Conversions tab of your webapp. We also offer this capability on our iOS app. This guide will walk you through the steps required to book an FX conversion using our Web App. However, if you prefer to use our iOS app, you can download it from the App Store.
Additionally, it is important to note that only users with the 'Create' permission under Conversions in User Management will be able to create a conversion. To manage user permissions, please refer to our guide here - User Role Management Guide
For the New Airwallex WebApp Experience (Beta phase):
If you see "Business Accounts" in the left navigation column, you're on the new Airwallex experience. If you don't see this then please refer to steps outlined under "For the existing Airwallex Webapp Experience"
Step 1. Navigate to Conversions and select New Conversion
Start with Business accounts > Conversions > New Conversion. Select a cash account for the conversion.
Step 2. Select From and To currencies and enter the amount to be converted
Make sure the currencies you want to convert between are selected in the “From” and “To” fields. To change a currency, click the relevant field and select the currency from the dropdown.
Once the currencies are selected, enter the amount you want to convert in either the “From” or “To” field.
Step 3. Select a Conversion date
Please choose the preferred settlement date for the conversion using the provided date picker. If you select today's date, the conversion will be carried out as soon as possible. Alternatively, you have the option to select a future date for the conversion in order to manage forthcoming cash flows. In both scenarios, the exchange rate will be finalized upon confirmation of the booking.
Step 4. Review and confirm conversion
By clicking on the "Next" button, you will be presented with an overview of the conversion, allowing you to review it before confirming. This page will display the "From" and "To" values, as well as the applicable rates and the "Settlement date". Please note that once you press the "Confirm conversion" button, this conversion cannot be cancelled.
Step 5. Booking confirmation
A confirmation screen will be displayed, presenting the conversion details. Additionally, an email confirmation will be sent to notify you that the conversion has been successfully scheduled. The conversion will be finalized on the chosen date. Subsequently, the converted currency will be available for use in your cash account.
For more information on the currencies supported by Airwallex, please refer to our comprehensive list available at the following link: Supported regions and currencies
- Pure conversions: These are the currencies that you can convert and hold in your wallet.
- Convert + Payout: These are the currencies that you can convert when initiating a payout.
We provide a wide range of currencies to ensure that you have convenient access to the specific currencies required for your transactions.
For the existing Airwallex Webapp Experience:
If you don't see "Business Accounts" in the left navigation column, you're on the old Airwallex experience. You will be migrated to the new WebApp experience soon as we gradually roll it out..
Step 1. Select a Conversion date
Please choose the preferred settlement date for the conversion using the provided date picker. If you select today's date, the conversion will be carried out as soon as possible. Alternatively, you have the option to select a future date for the conversion in order to manage forthcoming cash flows. In both scenarios, the exchange rate will be finalized upon confirmation of the booking.
Step 3. Review and confirm conversion
By clicking on the "Next" button, you will be presented with an overview of the conversion, allowing you to review it before confirming. This page will display the "From" and "To" values, as well as the applicable rates and the "Settlement date". Please note that once you press the "Confirm conversion" button, this conversion cannot be cancelled.
Step 4. Booking confirmation
A confirmation screen will be displayed, presenting the conversion details. Additionally, an email confirmation will be sent to notify you that the conversion has been successfully scheduled. The conversion will be finalized on the chosen date. Subsequently, the converted currency will be accessible for use in your multi-currency wallet.
For more information on the currencies supported by Airwallex, please refer to our comprehensive list available at the following link: Supported regions and currencies
- Pure conversions: These are the currencies that you can convert and hold in your wallet.
- Convert + Payout: These are the currencies that you can convert when initiating a payout.
We provide a wide range of currencies to ensure that you have convenient access to the specific currencies required for your transactions.