'How to' guides

Companies - 4 quick steps to start making and receiving payments
Here are the simple 4 steps to get you going: 1. Create Company Account HERE (if you haven't already) Goto www.XTRM.com and register with ...
Fri, 6 Apr, 2018 at 2:43 PM
XTRM Concepts: Understanding different registration account types
Understanding some key XTRM concepts including different account types - Personal and Company
Wed, 15 Feb, 2017 at 2:40 PM
Companies - How to submit Mass Payments data
There are 2 methods to submit mass payments data to XTRM.  You can submit up to 5000 records in one file: Option 1) 1. Login to your...
Wed, 27 Dec, 2017 at 3:40 PM
Companies - How to understand different cash and non cash account types
One or more accounts. Multi-currency. Cash or Non-cash (points) As a company you can have as many cash and non-cash account (points) as you like. They c...
Tue, 13 Jun, 2017 at 1:55 PM
Companies - How to create and manage programs
Payments can be grouped together as a program. For example, you maybe running a rewards program, or making payments specific to one project and want to make...
Tue, 10 Apr, 2018 at 5:51 PM
Companies - Understanding the payment process
Your responsibility: Step 1) Create a list of your payment recipients. Email recipients with instructions to enroll at  https://yourcompany.xtrm.com ...
Mon, 18 Sep, 2017 at 1:36 PM
Companies - How to view and process claims
If you are processing claims in XTRM, please goto the claims link on the left menu. You can set the status of the claim, for example you can approve it, rej...
Wed, 14 Mar, 2018 at 10:02 AM
Companies - How to transfer money to your business bank account or PayPal
If you have received payments directly into one of your business wallets you can transfer that money directly to your business bank account or to PayPal. Wa...
Tue, 21 Nov, 2017 at 10:00 AM
Companies - How to add users to your list of beneficiaries
When making payments to individuals (or user beneficiaries) there are a number of methods.  You can use the 'Send' option, submit a mass payment f...
Wed, 20 Dec, 2017 at 4:51 PM
Companies - How to understand your payment submission status
If you have submitted a payment or results file and want to know the status you can login and check. See below.  We also send you an alert via email when ...
Tue, 31 Jan, 2017 at 11:21 AM