XTRM Help Center

Products 3

• PROD001 - XTRM AnySource™
• PROD002 - XTRM AnyPay™
• PROD003 - XTRM API - XAPI™

Onboarding 4

• ONBOARD001 - Onboarding your company overview
• ONBOARD002 - Completing your company profile
• ONBOARD003 - Registration flow for new companies
• ONBOARD004 - Branded individual or company registration

Fund Options 3

• FUND001 - How to fund your company wallets
• FUND002 - Fund wallets with a bank transfer - with or without invoice.
• FUND003 - Fund wallets using ACH debits

Send Options 3

• SEND001 - Sending payments - Overview for companies
• SEND002 - Global payments methods and options
• SEND003 - B2B Employer payments

Transfer Options 7

• TRANSFER001- Company - wallet transfer options
• TRANSFER002 - Company - transfer to bank account
• TRANSFER003 - Company - transfer to prepaid virtual Visa or Mastercard
• TRANSFER004 - Company - transfer to digital gift cards
• TRANSFER005 - Company - transfer to check

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Additional Features 5

• ADDL001 - Company dashboard
• ADDL002 - Company advanced reporting
• ADDL003 - Company beneficiary management
• ADDL004 - Company claims processing
• ADDL005 - Email alerts

Fees 1

• FEES001 - Fees

Beneficiary Companies 6

• BENE001 - Beneficiary Companies - FAQ
• BENE002 - Beneficiary Companies - Which account type do I need?
• BENE003 - Beneficiary Companies - Getting admin access to your company account
• BENE004 - Beneficiary Companies - Understanding 'Employer' payments
• BENE005 - Beneficiary Companies - Distributing received funds to individuals

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'How to' Guides 27

• COMPANY001 - 4 quick steps to start making and receiving payments
• COMPANY002 - Understanding the mass payment process
• COMPANY003 - How to link your bank account(s)
• COMPANY004 - Understanding Beneficiary, Connected and Manager accounts.
• COMPANY005 - How to submit mass payments data

See all 27 articles

Incentives 1

• SPIF - Sales Performance Incentive Fund

Athlete Payments 2

• Companies - Contingency
• Promoters - What to do once events are approved for contingency?

XTRM Overview 1

• Overview

XTRM Personal Account Overview 1

• Personal Accounts - XTRM Digital Wallet Overview

Onboarding 1

• USERONBOARD01 - New account flow when receiving first payment. (No existing account)

Help With Using XTRM 27

• USER001 - Which account type do I need?
• USER002 - Problems logging into XTRM
• USER003 - Transaction tracking
• USER004 - Personal Accounts - Changing your login information i.e. email or password
• USER005 - Personal Accounts - Adding personal information (SSN, Tax ID, DOB, Photo etc) to your profile.

See all 27 articles

API 5

• API001 - Overview of the steps for API / Sandbox setup for testing.
• API002 - XTRM Payments API (XAPI) Integration overview and benefits.
• API003 - Getting started in the XTRM Sandbox
• API004 - Understanding the Pseudo Key Model
• API005 - Application Release Guidelines

Salesforce Integration 1

• SFDC001 - Salesforce Integration via the SFDC Payment App

Single Sign-On (SSO) 1

• SSO001 - XTRM Single Sign-On (SSO)

Security 10

• SECURITY001 - Security overview
• SECURITY002 - Companies - Information Security Policy
• SECURITY003 - XTRM Inc. Information security reporting policy
• SECURITY004 - XTRM Sub-processors
• SECURITY005 - IP and device access security

See all 10 articles

Compliance 11

• COMPLIANCE001 - Understanding Identity Levels and Limits for Companies
• COMPLIANCE002 - Understanding Identity levels and limits for personal accounts
• COMPLIANCE003 - XTRM AML Compliance policy 2021
• COMPLIANCE004 - Understanding Advanced Services
• COMPLIANCE005 - XTRM Financial assurance

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All About XTRM 3

• Company Profile and History
• XTRM Supported Currencies for Wallet Funding
• Imperva Error Message

Announcements 1

• XTRM launches v4.1 of payments API

Legal 4

• LEGAL001 - XTRM Terms and Conditions 2021
• LEGAL002 - XTRM privacy policy and data protection schedule
• LEGAL003 - AFEX Terms and Conditions
• LEGAL004 - XTRM API Agreement

Partner Program Overview 1

• XTRM Partner Program (XPP) Overview

Partner Program FAQ and Revenue Share 1

• XTRM Partner Program FAQ's

Tax Overview 3

• TAX001 - XTRM Global tax management overview
• TAX002 - Tax information for the USA
• TAX003 - Tax reporting for non US citizens

Company Alert Emails 24

• COMP003 - Fund company wallet via ACH debit
• COMP004 - New company account email validation
• COMP015 - Company to company payment alert email - sent to beneficiary
• COMP016 - Mass payment submission status change
• COMP017 - Wallet balance threshold reached

See all 24 articles

Individual Alert Emails 15

• USER008 - Registration confirmation
• USER013 - Password reset email
• USER018 - VIN validation failed
• USER043 - User account email validation
• USER050 - Login verification code email

See all 15 articles

Developer Email Alerts 1

• DEV001 - Registration activation email

Bank Information 11

• BANK001 - Why was my bank transfer returned?
• BANK002 - Selecting the correct bank code
• BANK003 - Bank transfer FAQ
• BANK004 - Bank formatting guide
• BANK005 - Pending bank linking

See all 11 articles