Category: Support

Posted on

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

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.

  1. Click on the company switcher in the top-right corner to switch between your companies
  2. When you log in to the application, the last used company context is normally shown.

Manage user preferences

  1. Click on the user icon in the top right corner to access user options
  2. Select My account to maintain your user profile and preferences

Set user language

In the My Account section:

  1. Select from the list of available languages and click on the Save button.
  2. Return to the main application via the application switcher in the top bar.

Log out

  1. Click on the user icon in the top right corner to access user options. Select Log out to exit the application.
  2. Select Log out to exit the application.

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.

Posted on

Access and login

Get access to the online portal

  1. Locate the invitation e-mail in your inbox, with the subject “Activate your account for FX and International payments”
  2. Open the activation link in the e-mail in your browser
  3. Follow the on-screen instructions to verify your identity by entering an SMS code sent to the phone registered with your invitation
  4. Set your password according to the on-screen instructions

Log in to the web application

  1. Open the online platform application app.fidoo.com/fox in your browser.
  2. 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.

Setup new password

  1. Click the Forgot Password? link on the Login page and follow the on-screen instructions
  2. Verify your e-mail by entering a code sent to your mailbox.
  3. Verify your phone number via a code from SMS
  4. 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.

Posted on

Add a card to your Apple Wallet

  1. Launch the Apple Wallet app on your device (Apple Wallet) :apple_wallet:.
  2. In the Wallet app, click

    :plus_icon:

     .
  3. Tap Debit or credit card to add a Fidoo card.
  4. Click Continue.
  5. Follow the on-screen procedure to add a new card.
  6. 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).

Posted on

Add a personal card to Google Wallet

  1. Launch the Google Wallet app on your device (Google Wallet) .
  2. Click Add to Wallet at the bottom.
  3. Click on Payment Card (you will see all the cards stored under your Google account).
  4. Click on New credit or debit card (you can add a card using the camera or enter the card details manually).
  5. Confirm your choice by clicking Save at the bottom.
  6. After reading the publisher’s terms and conditions, select Accept.
  7. If you are asked to verify your payment method, select your preferred authentication option from the list.
  8. 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.

Posted on

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.

Instructions on how to recharge and discharge your wallet

Posted on

Recharge and discharge your wallet

Wallet top-up (cash withdrawal)

Web app

  1. Corporate Finance – Cash – select Charge Wallet.
  2. Select the user, fill in the required fields and attach the cash receipt and select Charge.

Mobile applications

  1. Bottom menu –
    Cash
    – select the tab
    Corporate.
  2. Click on or and select
    Charge
    .
  3. Take a photo of the cash receipt, fill in the necessary details and
    Save
    .

Unloading your wallet (receiving cash)

Web app

  1. Corporate Finance – Cash – select Unload Wallet.
  2. Select the user, fill in the required fields and attach the cash receipt and select Withdraw.

Mobile app

  1. Bottom menu –
    Cash
    – select the tab
    Corporate.
  2. Click or minus and select
    Unload
    .
  3. 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.

Posted on

Accounting for individual actions in Fidoo

Just like you, other clients are struggling with how to account for Fidoo. That’s why we’ve put together their experiences and it’s up to you and your needs which path you choose.

Fidoo as a bank account

Fidoo as a backup

Fidoo as a cash register

Legend

Expenses made with the KB card

Legend

Expense Management

FX and foreign payments

Coming soon

Direct Fidoo

Nastavení cookies

© Direct Fidoo Payments s.r.o. 2023 Powered by Mastercard. Mastercard is a registered trademark of Mastercard International Incorporated. The Fidoo card is issued under license from Mastercard International Inc. Direct Fidoo Payments s.r.o. is a payment institution registered in the list of payment service providers maintained by the Czech National Bank with the authorization to provide payment services pursuant to Section 3 par. 1 lit. b), (c) and (e) of the Payment Act.