'How to' Guides

COMPANY001 - 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) Go t...
Tue, 17 Aug, 2021 at 12:29 PM
COMPANY002 - How to submit mass payments files
How to: 1. Log in to your XTRM company account at www.xtrm.com Note: If you previously submitted data at www.xtrmconnect.com and were selecting your co...
Wed, 20 Apr, 2022 at 1:10 PM
COMPANY003 - How to link your bank account(s)
Any company with a balance in their digital wallet can transfer these funds to any bank anywhere in the world. They can link up to 50 banks and then use the...
Wed, 11 May, 2022 at 9:28 AM
COMPANY004 - Understanding beneficiary, connected and manager accounts.
Beneficiary, Connected and Manager Accounts Overview There are 3 levels of access to company and individual accounts. Please view the table to see what ...
Wed, 22 Dec, 2021 at 11:28 AM
COMPANY006 - Low balance email alerts
To ensure your payments get processed quickly, it is important to keep your wallet balances positive. If they drop to zero then processing will be ...
Thu, 4 Nov, 2021 at 8:23 AM
COMPANY007 - Understanding payment types
There are 3 main payment types: Personal These are payments made directly to individuals using one of these payment methods AnyPay Wallet (Reco...
Thu, 6 Jan, 2022 at 9:12 AM
COMPANY008 - How to create and manage programs
Payments can be grouped together as a program. For example, you may be running a rewards program, or making payments specific to one project and want to mak...
Tue, 17 Aug, 2021 at 2:35 PM
COMPANY009 - How to view and process claims
If you are processing claims in XTRM, please go to the claims link on the left menu. You can set the status of the claim, for example, you can approve it, r...
Tue, 17 Aug, 2021 at 2:39 PM
COMPANY010 - How to transfer money to your business bank account
If you have received payments directly into one of your business wallets you can transfer that money directly to your business bank account. See below. Plea...
Tue, 17 Aug, 2021 at 2:43 PM
COMPANY011 - How to add individuals to your list of beneficiaries
Individuals are automatically added to your personal beneficiary table/report when you pay them or if they register via your branded signup. If they are not...
Tue, 17 Aug, 2021 at 2:45 PM