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Sales - 1.866.367.9289
Knowledge base
XTRM Overview
Who is XTRM?
1
Overview
Company Accounts
Products
3
PROD001 - XTRM AnySource™
PROD002 - XTRM AnyPay™
PROD003 - XTRM API - XAPI™
Onboarding
4
ONBOARD001 - Onboarding your company overview
ONBOARD002 - Quick start - Completing your company profile
ONBOARD003 - Registration flow for new companies
ONBOARD004 - Branded individual or company registration
Fund Options
4
FUND001 - How to fund your company wallets
FUND002 - Fund wallets with a bank transfer - with or without invoice
FUND003 - Fund wallets using bank debits
FUND004 - Fund wallets using credit or debit cards
Send Options
3
SEND001 - Sending payments - Overview for companies
SEND002 - Global payments methods and options
SEND003 - B2B Employer payments
Transfer Options
6
TRANSFER001 - Company - transfer to a bank account
TRANSFER002 - Company - transfer to a prepaid virtual Visa or Mastercard
TRANSFER003 - Company - transfer to digital gift cards
TRANSFER004 - Company - transfer to a check
TRANSFER005 - Benefits of local currency transfers
View all 6
Additional Features
5
ADDL001 - Company dashboard
ADDL002 - Company reporting documents
ADDL003 - Company beneficiary management
ADDL004 - Company claims processing
ADDL005 - Setting specific email alerts for users (admins)
Fees
1
FEES001 - Company Fees
Beneficiary Companies
6
BENE001 - Beneficiary companies - FAQ
BENE002 - Beneficiary companies - Which account type do I need?
BENE003 - Beneficiary companies - Requesting user access to your company account
BENE004 - Beneficiary companies - Understanding 'Employer' payments
BENE005 - Beneficiary companies - Managing funds received on behalf of individuals
View all 6
'How to' Guides
26
COMPANY001 - 4 quick steps to start making and receiving payments
COMPANY002 - How to submit mass payments files
COMPANY003 - How to link your bank account(s)
COMPANY004 - Understanding beneficiary, connected and manager accounts.
COMPANY006 - Low balance email alerts
View all 26
Incentives
1
SPIF - Sales Performance Incentive Fund
Athlete Payments
2
Companies - Contingency
Promoters - What to do once events are approved for contingency?
Personal Accounts
XTRM Personal Account Overview
1
Personal Accounts - Wallet overview and transfer fees
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 (Mobile, SSN, Tax ID, Photo etc.) to your profile.
View all 27
Developer Accounts
API
4
API001 - Overview of the steps for API / Sandbox setup for testing
API002 - XTRM Payments API (XAPI) Integration overview and benefits.
API003 - Understanding the pseudo key model
API004 - Application Release Guidelines- Draft
Salesforce Integration
1
SFDC001 - Salesforce Integration via the SFDC Payment App
Single Sign-On (SSO)
1
SSO001 - XTRM Single Sign-On (SSO)
Security and Compliance
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
View all 10
Compliance
11
COMPLIANCE001 - Understanding Identity Levels and Limits for Companies
COMPLIANCE002 - Understanding Identity levels and limits for personal accounts
COMPLIANCE003 - XTRM AML Compliance policy 2023
COMPLIANCE004 - Understanding Advanced Services
COMPLIANCE005 - XTRM Financial assurance
View all 11
XTRM
All About XTRM
3
Company profile and history
XTRM Supported currencies for funding wallets
Imperva Error Message
Announcements
1
XTRM launches v4.1 of payments API
Legal
4
LEGAL001 - XTRM Terms and Conditions
LEGAL002 - XTRM Privacy Policy
LEGAL003 - Corpay Terms and Conditions
LEGAL004 - XTRM API Agreement
XTRM Partner Program (XPP)
Partner Program Overview
1
XTRM Partner Program (XPP) Overview
Partner Program FAQ and Revenue Share
1
XTRM Partner Program FAQ's
Tax
Tax Overview
3
TAX001 - XTRM Global tax management overview
TAX002 - Tax information for the USA
TAX003 - Tax reporting for non US citizens
Email Alerts
Company Alert Emails
24
COMP003 - Fund company wallet via bank 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
View all 24
Individual Alert Emails
16
USER008 - Registration confirmation
USER013 - Password reset email
USER018 - VIN validation failed
USER043 - User account email validation
USER050 - Login verification code email
View all 16
Developer Email Alerts
1
DEV001 - Registration activation email
Bank Information
Bank Information
11
BANK001 - Why was my bank transfer returned?
BANK002 - Understanding bank routing codes
BANK003 - Bank transfer FAQ
BANK004 - Bank formatting guide
BANK005 - Pending bank linking
View all 11