Navigation and basics
Common page elements
Some page elements are available in most of the application pages
1 – Application switcher
2 – Navigation menu
3 – Main application area
4 – User options
5 – Company context switcher
Homepage
Your homepage gives you a quick overview of your FX account, balances in your currency wallets, and your recent transactions and provides you with quick links to the main functions.
1 – Main actions
2 – Currency wallets
3 – Recent transactions
Navigation
Navigation menu
Access functions in the current app via the app’s navigation menu
The page layout is automatically adjusted when the window size is changed. In such case the navigation bar will become smaller and eventually hidden.
Switch between applications
Use the app drawer icon in the top bar to switch between product and servicing applications available for you in the online portal.
Switch company context
Your user account can be linked to several company client accounts.
- Click on the company switcher in the top-right corner to switch between your companies
- When you log in to the application, the last used company context is normally shown.
When you log in to the application, the last used company context is normally shown.
Manage user preferences
- Click on the user icon in the top right corner to access user options
- Select My account to maintain your user profile and preferences
Set user language
In the My Account section:
- Select from the list of available languages and click on the Save button.
- Return to the main application via the application switcher in the top bar.
Log out
- Click on the user icon in the top right corner to access user options. Select Log out to exit the application.
- Select Log out to exit the application.
For security reasons, you will be automatically logged out by the system after 5 minutes of inactivity.
Frequently asked questions
See your current company context in the company switcher in the top right corner of the page.
Return to the main FX application via the application switcher in the top bar.
Access and login
Get access to the online portal
- Locate the invitation e-mail in your inbox, with the subject “Activate your account for FX and International payments”
- Open the activation link in the e-mail in your browser
- Follow the on-screen instructions to verify your identity by entering an SMS code sent to the phone registered with your invitation
- Set your password according to the on-screen instructions
Never share your login credentials for the application with anyone else.
Log in to the web application
- Open the online platform application app.fidoo.com/fox in your browser.
- Verify your identity with an SMS code sent to your phone
First steps in the application
After signup or login, you should see the homepage of your company’s FX account.
If your user account is activated for multiple companies, you should see the context of the last company which you have previously used in the application.
Setup new password
- Click the Forgot Password? link on the Login page and follow the on-screen instructions
- Verify your e-mail by entering a code sent to your mailbox.
- Verify your phone number via a code from SMS
- Set a new password
Frequently asked questions
- Check your SPAM or Junk folder
- Check if you have provided the correct e-mail
- Contact customer support
The validity of the invitation is seven days. If the invitation has expired before you managed to activate your account, please contact our customer support to request a new invitation.
Refresh the browser page, or log in again. If the problem persists, contact our customer support.
Please get in touch with our customer support
The verification codes are valid for 5 minutes. Please check the time of receipt of the e-mail or SMS and try again.
Use the Forgot password? link on the login screen and follow the on-screen instructions.
Add a card to your Apple Wallet
- Launch the Apple Wallet app on your device (Apple Wallet) .
- In the Wallet app, click
. - Tap Debit or credit card to add a Fidoo card.
- Click Continue.
- Follow the on-screen procedure to add a new card.
- If you have an Apple Watch paired, you’ll get the option to add the card to your watch at the same time.
For more detailed information on setting up Apple Pay, follow this link.
Displaying data about the digitisation of the Fidoo card
In the Fidoo web application, you can find information about the digitisation of the Fidoo card in the Cards section – Card Information tab in the details of the selected card:
Information about digitised cards is not available in the Fidoo mobile app. But you’ll find them in Apple Wallet on your device.
Conditions for digitising your Fidoo card
-
-
The physical Fidoo card must be:
-
personal (not team)
-
Active
-
-
The Fidoo card insertion device must:
-
support NFC
-
screen lock to be set on it – the phone unlocks after authentication (Face ID, Touch ID, PIN)
-
be iPhone with Face ID, iPhone models with Touch ID except iPhone 5S or iPad Pro, iPad Air, iPad and iPad mini with Touch ID or Face ID, or Apple Watch Series 1 and later
-
have iOS 14 and above to insert the card directly from the Fidoo mobile app
-
contain max. 10 digitised cards
-
-
Frequently asked questions
The Team Card cannot be used with Apple Pay. Only the personal Fidoo card can be digitised.
Yes, you can conveniently pay with your Fidoo card through this watch.
Yes, you can visit this website for verification: Apple Pay Compatible Devices – Apple Support (EN).
Add a personal card to Google Wallet
- Launch the Google Wallet app on your device (Google Wallet) .
- Click Add to Wallet at the bottom.
- Click on Payment Card (you will see all the cards stored under your Google account).
- Click on New credit or debit card (you can add a card using the camera or enter the card details manually).
- Confirm your choice by clicking Save at the bottom.
- After reading the publisher’s terms and conditions, select Accept.
- If you are asked to verify your payment method, select your preferred authentication option from the list.
- You will then receive a message and email notification that your card has been added and you can make contactless payments in stores, online and in apps where Google Pay is supported
Displaying data about the digitisation of the Fidoo card
In the Fidoo web application, you can find information about the digitisation of the Fidoo card in the Cards section – Card Information tab in the details of the selected card:
Information about digitised cards is not available in the Fidoo mobile app. But you’ll find them in the Google Pay mobile wallet on your device.
Conditions for digitising your Fidoo card
The physical Fidoo card must be:
-
- personal (not team)
- Active
The Fidoo card insertion device must:
-
- support NFC
- have a screen lock set on it – the phone will unlock after authentication (fingerprint, gesture, PIN, etc.)
- Android 7 and above
- contain less than 20 digitised cards
Frequently asked questions
The Team Card cannot be inserted into Google Pay. Only the personal Fidoo card can be digitised.
Yes, Google Pay is also available for Fitbit wristbands. So you can conveniently pay with your Fidoo card via this bracelet.
Yes, you can visit this website for verification.
Withdrawing money from your Fidoo account
Withdrawing your Fidoo account
- Corporate Finance – Fidoo Account – Withdraw Account (top right).
- Enter the amount or tick the whole amount, add a reason if necessary and Confirm.
Fill in the app password and SMS code and
Confirm
.
If you have set up smart direct debit, you need to cancel it first in the app and then unsubscribe your Fidoo account (Settings - Company - Fidoo account). The funds will be credited back to your company account within the next 3 business days.
Low balance notification settings
- Section Settings – Company – Fidoo account.
- In the Fidoo low balance notification window, select Change settings.
- Activate, enter the limit, select the sending method and Confirm.
In case you have multiple company accounts in the application, funds are sent to only one bank account of your choice, which is kept with us as the main account.
Send a request to add another bank account to
info@fidoo.com
from e-mailu of a user who has in the application as a statutory representative or chief administrator or financial administrator. To the application it is necessary to prove the ownership of the account by the company, i.e. attach the bank statement header, na which will be the account number and the name of the company. At the same time, you need to define which account will be the main account. Funds will be sent to this account when the account is debited.
Information about all your accounts can be found in
Settings – Company
–
Fidoo
Account
.
How to make the cash register work
In order to use the cashier in Fidoo, you first need to assign one of the users to the role of cashier. The role of treasurer can be specified by the person listed as the statutory representative or chief administrator in the application, in the section: Settings – Company – Key roles.
By launching the cashier, you can manage the cash wallets of individual users of the application, both in Czech crowns and in other currencies.
Recharge and discharge your wallet
Wallet top-up (cash withdrawal)
Web app
- Corporate Finance – Cash – select Charge Wallet.
- Select the user, fill in the required fields and attach the cash receipt and select Charge.
Mobile applications
- Bottom menu –
Cash
– select the tab
Corporate.
- Click on or and select
Charge
. - Take a photo of the cash receipt, fill in the necessary details and
Save
.
Unloading your wallet (receiving cash)
Web app
- Corporate Finance – Cash – select Unload Wallet.
- Select the user, fill in the required fields and attach the cash receipt and select Withdraw.
Mobile app
- Bottom menu –
Cash
– select the tab
Corporate.
- Click or minus and select
Unload
. - Take a photo of the cash receipt, fill in the necessary details and
Save
.
Frequently asked questions about the web or mobile application
Already created card game transaction cannot be deleted, so it is necessary to create another “correction” entry.
Example: we wanted to top up CZK 1,000 to a user, but we accidentally entered CZK 10,000. So we create a “correction” cash transaction and debit the wallet by CZK 9,000.
From 7. 12. In 2021, only the web interface can be used for charging via phone; in the future, this function will be part of the mobile app.
Yes, you can work with all currencies around the world.
Accounting for individual actions in Fidoo
Frequently asked questions
Fidoo and Komerční banka FAQ
For the entire corporate expense portion of the bill, yes. Some functions in the Fidoo app, however, are not available for KB cards (e.g. balance display, card PIN, blocking option, etc.). You can manage and set up these actions in Komerční banka’s internet banking.
In the expense detail, you will see “Paid by external card” in the upper corner.
Yes, just go back to Settings – Company – Komerční banka. On the Linked Accounts tab, you can disconnect the account.
If an expense has already been made with the KB card in Fidoo, the account cannot be disconnected.
You must either cancel the entire registration between KB and Fidoo or disconnect individual cards from Fidoo users.
You must first create a user. You can do this in Settings – People. Once you create a user, they will automatically appear in the list of users you can link your KB card to.
You don’t have to – that’s up to you. If you also need to use cards that can be used flexibly and securely to distribute funds around the company, then Fidoo cards are the right choice. If you prefer cards that have the entire company account with all funds at your disposal, then KB cards are a better choice. Both Fidoo and KB cards can be used to pay in shops.
If the connection between Fidoo and KB is not working and you are not seeing the expenses from your KB card payments loaded into Fidoo, there are basically three different reasons for this:
- Fidoo is not registered to access your KB account.
- You have no KB bank account connected to Fidoo.
- KB cards are not associated with Fidoo.
In theKB connection settings, red exclamation marks indicate which of these options is currently wrong and deserves your attention.
P.S. We remind you that to connect you must be a Fidoo user with the appropriate permissions, and you must have a bank account and access rights to it.
The account cannot be linked for the following possible reasons:
- you have entered an incorrect account number or prefix,
- you entered the wrong currency,
- the account is not authorised in KB banking. To authorise, disconnect Fidoo from KB, re-register and set up the accounts you want to use in Fidoo in the first step.
So far, we have only established cooperation with Komerční banka and other banks cannot be connected in this comfortable way.
We currently synchronise data every 10 minutes and therefore delays may occur. We are working hard to reduce this time lag.
If you have a properly connected KB account to Fidoo, then in the settings(Settings -> Company -> Komerční banka) the tab “Linked accounts” is marked with a green iconwhere you see a number withof your KB account with the number of cards issued for this account. If is the number of cards is 0, it means that you have no card issued for your KB bank account and you need to apply for one at KB.
One bank account can be linked to multiple companies. But we don’t recommend it. If you are the main administrator for multiple companies in your group, it is important to be careful in which Fidoo account you set up the KB link. If you accidentally set up a link for another company, then you need to cancel the link. You will then switch to the correct Fidoo account where the KB account belongs and start the process again.
Contact your main administrator. Probably the binding between the KB card and the Fidoo user has been incorrectly set. Ask your main administrator to disconnect you as a user from a KB bank card that you do not own. Either ignore the expense created or send it for approval with a note that it is an expense that was mistakenly assigned to you.
No, such expenditure cannot be deleted. Consult with your accountant and, as advised by your accountant, either ignore the expense or send it for approval with a note that it is an unauthorized expense created by misuse of your credit card.
Such expenditure in Fidoo will remain and need to be to be approved and bill. They can also be exported. No further new expenditure will be incurred after the disconnection.
Yes, even after disconnecting the KB account, all previously incurred expenses remain in Fidoo and need to be approved and accounted for.
Yes, you can cancel and re-register, where you can select additional KB accounts or add a newly created KB account that was not available when you opened it.
Once a specific KB card is successfully linked to a designated Fidoo user, each payment made with that KB card will automatically generate an expense in Fidoo belonging to that user. In addition to the card payment expenses, Fidoo will start recording all ATM withdrawals and deposits associated with the respective KB card in the user’s wallet. Backloading of expenses before setup is not possible.
The KB payment card should be correctly assigned in Fidoo to the Fidoo user who is the actual owner of the KB card. This KB cardholder must also have a user account in Fidoo.
The connection between the KB card and the Fidoo user is set by the main administrator.
Yes, she should. However, we cannot check the correctness of this assignment in Fidoo. Therefore, your Fidoo master administrator needs to be really careful about the correct assignment.
All types of KB bank accounts can be linked to Fidoo.
When you register Fidoo with KB, you’ll see what all of your accounts can be connected to Fidoo. All accounts you want to connect to Fidoo must be marked in this step. (For simplicity, we recommend that you always mark all KB accounts offered here).
Any currency can be linked to Fidoo, depending on the KB account settings.
One company can be connected to one banking entity with which it works.
No, it’s not. You can connect an unlimited number of KB accounts within one company.
Yes, if you have granted Fidoo access to this additional account when you registered, you can simply connect the additional account under the “connected accounts” tab using the “Link additional account” button.
If you have not yet confirmed access to this additional account with the Fidoo application (e.g. it is a new account), you must first disconnect the entire connection to KB and go through the entire Fidoo registration to KB again.
Yes, if you have granted Fidoo access to this additional account when you registered, you can simply connect the additional account under the “connected accounts” tab using the “Link additional account” button.
If you have not yet confirmed access to this additional account with the Fidoo application (e.g. it is a new account), you must first disconnect the entire connection to KB and go through the entire Fidoo registration to KB again.
If you disconnect a card from a user in Fidoo, the card will stop flowing expenses to Fidoo when you make a payment.
Expenses created from payments made before disconnection are not lost, they remain with the user.
You can add unlimited KB cards to a single user in Fidoo.
Yes, newly created KB cards will automatically appear in the section Connecting with Komerční banka on the Cards tab. Here they will wait to be connected.
So if you make a new card in KB, have your main administrator also connect it to your user account in Fidoo. If you no longer use the original old card, leave it with your main user account. Disconnect again by the administrator.
Yes. KB cards unlimited, Fidoo cards maximum 5 per user.
No, you can only view your KB card, set up your KB card, and view transactions and statements in KB’s online banking service, My Bank.
Exclusively for the purpose of setting up the linking of KB cards to Fidoo users, the list of KB cards is available in the Linking with Komerční banka section on the Cards tab.
Financial Administrator, Chief Administrator, accountant and statutory officer. However, you need to have your KB login details.
To do this, you must be a financial administrator, chief administrator, accountant or statutory officer in Fidoo and have the authority to access your corporate account with KB using at least one of the possible authentication methods (e.g. using a KB key).
The most likely cause is that your KB card is not linked to your Fidoo account in your Fidoo settings. Contact your head of the company. administrator to fix the settings.
Cash withdrawals and deposits to and from the ATM are displayed in Fidoo in your wallet (Menu – Cash), which shows the current amount of company cash you have on you.
No, it doesn’t. The way you have been entering information about KB card transactions from your bank statement into your accounting system (whether you have been doing it manually, automatically, by import or otherwise) will continue unchanged. From Fidoo, you will receive an invoice or a commitment document for these transactions, which you can pair with the transactions (or bank documents) from KB.
If you do not see a specific account there, please contact our Customer Care Centre by email info@fidoo.com or by phone +420 290 290 290. The connection to the KB account will then be enabled through our colleagues and will be operational within a few days.
You have nothing to worry about. While we have access to data on the movements of the accounts you have consented to when you registered, and a list of the cards associated with it, our KB API connection does not allow any active operations on our part, we only have the ability to read. We do not obtain any sensitive data such as full card number, CVV, etc., nor are we technically able to access it.
After your consent, we will obtain the so-called. refresh token, a unique key that allows us to retrieve information about account movements and associate them with cards. The token is valid for one year, and you as a client can withdraw your consent at any time.
The card must first be activated before you can connect users to it in Fidoo.