Currency Exchange Transactions

Keep all your currency exchange transactions in one place, a quick exchange feature allows you to record transactions with minimum required information.

• Storing individual and business currency exchange
• Record customer, employee and bank accounts while creating exchange transactions
• Upload customers identifications
• Auto sanctions checking and notifications
• Multiple currency in a single exchange transaction
• Support both Sell and Buy foreign currencies

Currency exchange Actions

With every exchange, you can:

• - update an exchange
• - print an exchange
• - delete an exchange
• - sign an exchange

Updating a Currency Exchange

Click the Edit button under the Action column next to the exchange that you would like to update

Deleting a Currency Exchange

Click the Delete button under the Action column next to the exchange that you would like to remove

Customer's Signature

MoneyXpress Pro offers a digital signature feature to embed customer's signature onto the exchange receipt.

• On-Site ask the customer to sign using a touch screen device
• Email Link send the customer a signature email link valid for 24 hours

Once a signature is recorded, you will not be able to update the transfer information. When there is a need to update a transaction, you must remove customer's signature first. When the update is completed, you can ask the customer to re-sign the transaction with the updated information.

Customer's signature can only be used for the transaction that the customer signed, you can not re-use customer's signature for future transactions.

Follow the next steps to request a customer digital signature:

1. Access Exchange from the application menu
2. Click Manage Exchange
3. Click under the Action column next to the exchange that you would like to request a digital signature
4. The customer's signature window appears
• On-Site ask the customer to sign using a touch screen device in the signature panel, click Save Signature
• Email Link copy and send the signature email link (valid for 24 hours) to your customer

To remove a signature, access the required exchange and click Remove Signature and confirm the removal.