'How to' guides

Companies - Implementation
Implementation We have a 4 step process for rapid implementation. Implementation is FREE. Contact us on 1.866.367.9289, email sales@xtrm.c...
Mon, 20 Mar, 2017 at 1:53 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 data using XTRM Connect Batch
XTRM connect batch data submission portal (www.xtrmconnect.com)   Benefits: Secure Interface (Encrypted) Multiple file submission Email ...
Tue, 7 Mar, 2017 at 10:45 AM
Comanies - 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...
Mon, 13 Feb, 2017 at 6:03 PM
Companies - How to create and manage programs
Wed, 15 Feb, 2017 at 2:45 PM
Companies - How to view and process claims
If you are processing claims in XTRM, please watch the video below for an overview.
Tue, 14 Feb, 2017 at 1:16 PM
Companies - How to transfer money to your business bank account or PayPal
If you have received payments directly into your business account you can transfer that money directly to your business bank account or to PayPal. Watch the...
Mon, 13 Feb, 2017 at 6:04 PM
Companies - How to add people to your community
1) Search on the persons name in the main search 2) Click on that persons name 3) Click on 'Add to community'
Fri, 10 Feb, 2017 at 8:24 AM
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
Companies - How to add your partners to your account
In order to pay your partners or for them to show up in your personalized partner signup page, or claims forms they must be added to your company account....
Wed, 1 Feb, 2017 at 9:11 AM