What is the xChange Wallet and how do I access it?

Have more questions? Submit a request
  • The xChange Wallet is the single source of truth for all xChange payments, and it is the starting point to check everything related to your balance, transactions, invoices, and account settings. 
  • The xChange Wallet is fully connected with the other services in the platform, and will immediately reflect any credits and charges that accrue in your xChange transactions.
  • All company accounts on xChange have a Wallet, but not all users of a company may have access to the Wallet page.
  • You can access the Wallet through the navigation menu on the left. 

menu to wallet.png

Wallet tab

  • Within the Wallet, you will find the wallet tab, which is a live reflection of all the transactions that occur through all your leasing and/or trading deals.
  • This can be updated several times in a single day.
  • Your Wallet balance is the total of:
    Statement of account: Your current balance is based on completed transactions.
    Uninvoiced costs: Costs incurred but not yet invoiced.
    Uninvoiced charges: Charges applied but not yet invoiced.

  • If you’d like to request a payout, check if any amount is available (it will be highlighted in green), and click on ‘Request Payout’. Then, follow the instructions. Learn more about it here.

Invoices tab

  • Within the Wallet, you will find the Invoices tab, here you can check all of your invoices.
  • Use the filters to search by:
    • Invoice type: Leasing, Trading, Subscription, or Other.
    • Invoice status: Open, Paid, Cancelled, or Overdue.
  • You can download invoices as PDF or XLS files. You can also select a specific timeframe to download invoices for that period.
    For more details on how xChange invoices work, read this article: How do xChange invoices work?

Account Statements tab

  • Here you'll be able to download an account statement in an Excel sheet. 
    • In the Account Statements tab, you can also use the filters to select exactly which information will be downloaded.

AO Filters download.png

  • You can check your current balance as indicated in ''Final balance''. It is the exact amount that you currently have in your Wallet.

 

cargo_copy_2.png

Articles in this section

Was this article helpful?
2 out of 2 found this helpful
Share

Comments

0 comments

Please sign in to leave a comment.