HSBC Smart Solution

Making your business journey easier and smarter – an innovative platform that connects multiple business applications to automate your workflow.

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About HSBC Smart Solution

Is it safe to connect my apps with HSBC?

Yes. The portal has been built to include advanced security and data protection features, to make sure you’re protected 24/7.

What software do I need to use the portal?

You don’t need any special software to use the platform. The service is available for internet-enabled PC and Mac computers.

To ensure secure and smooth access to our services, if your web browser is Internet Explorer 10 or an earlier version, we recommend that you:

  • use the latest version of Google Chrome for an optimal viewing experience; or
  • update your web browser to the latest version of Microsoft Edge, Internet Explorer, Firefox or Safari.

Can’t find what you are looking for? Click here to learn more about HSBC Smart Solution , or contact us.

About Payment Reconciliation

How do I set up the Payment Reconciliation workflow?

Simply log on to the portal, go to 'Toolbox' and click on 'Payment Reconciliation’. You can then find a step-by-step user guide.

How do I input sales orders for Payment Reconciliation?

Simply log on to the portal, go to 'Toolbox' and click on 'Payment Reconciliation’. You can then find a step-by-step user guide.

Why can't I find my Google Sheet when setting up Payment Reconciliation?

If you do not see your Google Sheet when setting up Payment Reconciliation, please refer to our step-by-step guide to import the spreadsheet again, then click ‘Refresh’. Please do not upload an Excel file directly to your Google Drive.

Can’t find what you are looking for? Click here to learn more about HSBC Smart Solution Payment Reconciliation, or contact us.

About Finance dashboard

Why can I only see the data from some of my HSBC accounts on my Finance dashboard?

The dashboard currently supports only savings and current accounts (except Passbook savings accounts, accounts with no transactions in the last 60 days, and accounts in currencies other than HKD, USD, CNY, EUR, GBP, JPY, AUD, CAD, CHF, NZD, SGD and THB). More account types will be added soon.

Why are some of the figures in my Finance dashboard different from the ones I can see on HSBC Business Internet Banking?

The figures and charts vary depending on your selection criteria (e.g. the accounts, period and way of presentation, etc). You may refer to the tooltips for each chart to understand more about the actual definitions and calculation methods used.

Why is the Finance dashboard taking so long to load on my first visit?

On your first visit, it usually takes 2-10 minutes to finish loading your data. When you come back next time, it will be loaded much faster. Thank you for your patience.

Can’t find what you are looking for? Please click here to contact us.

About ERP

How do I connect Microsoft Dynamics 365 Business Central to HSBC Smart Solution?

Log on to HSBC Smart Solution, go to 'ERP' and click 'Get Started'. You can then follow the on-screen instructions to connect Microsoft Dynamics 365 Business Central to HSBC Smart Solution.

You only need to connect Microsoft Dynamics 365 Business Central to HSBC Smart Solution once. Once the connection is completed, the related data for the company you connected will appear on the 'ERP' page on HSBC Smart Solution.

Do I need to reconnect to Microsoft Dynamics 365 Business Central every time I log on to HSBC Smart Solution?

You only need to connect Microsoft Dynamics 365 Business Central to HSBC Smart Solution once. Once the connection is completed, the related data for the company you connected will appear on the 'ERP' page on HSBC Smart Solution.

Can’t find what you are looking for? Click here to learn more about HSBC Smart Solution ERP , or contact us.

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