Creating and Managing Payees

American Express^® FX International Payments helps you avoid the hassle of repeatedly inputting payment information by allowing you to store payee details online. After Creating a Payee, you can modify their details when required.

Creating Payees

After logging in to the FX International Payments online platform, you can create a payee by:

• 1Going to Manage Payees > Manage Payees

• 2Clicking the tab Create along the top of the screen.

• 3Inputting all the relevant personal and banking information of your new payee in the fields provided, then clicking Create Payee. The information will be verified and stored for future use.

Managing Payees

You can modify payee information anytime. Here’s how:

• 1Click on the View/Modify tab. A complete list of the names of your existing payees will be displayed. Click on the payee you want and then Select.

• 2Alternatively, you can Search for a payee by inputting their details in the relevant boxes on the left-hand side. Their name will then appear in the list. To view their details, click on Select.

• 3To modify their details, click Modify Payee in the lower right of the page, then make any changes in the information fields. Alternatively, you can click Delete Payee.

• 4Once you have made any changes, click Save Changes in the lower right of the page. You’ll see a green message indicating your changes were made successfully. To repeat the process, click View/Modify Another Payee.

Approving Payees

Authorised account users have permission to approve or reject new payees created by other users. To do so:

• 1 Under the Manage Payees tab on the top navigation bar, select Manage Payees then click on the top tab Approve.

• 2Click or search for your payee and hit Select.

• 3Review the payee details.

• 4Approve or Reject the payee.

Note: If you choose to reject the payee, the payee will move to the Reject Queue, where further changes can be made before adding it back to the Approval Queue.

Related Tutorials

Logging Into Your Account

Making FX International Payments

Managing Users

Generating Payment Reports