"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 a Company Account HERE (if you haven't already) Go to xtrm.com to register with a compa...
Tue, 16 May, 2023 at 9:24 PM
COMPANY002 - How to submit mass payments files
How to: 1. Log in to your XTRM company account at www.xtrm.com  2. Select "Send" and choose "Mass Payments" 3. You will...
Mon, 18 Dec, 2023 at 9:31 PM
COMPANY003 - How to link your bank account(s)
Companies with balances in their digital wallets can transfer these funds to any bank worldwide. They can link up to 50 banks and then use the "Transfe...
Thu, 7 Dec, 2023 at 10:26 PM
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...
Fri, 11 Aug, 2023 at 5:42 AM
COMPANY005 - How to locate company wallet IDs
Company accounts can have multiple wallets in any currency, including multiple in the same currency. Many organizations will have multiple wallets for diffe...
Mon, 18 Dec, 2023 at 9:39 PM
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...
Mon, 18 Dec, 2023 at 9:44 PM
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 (Rec...
Tue, 16 May, 2023 at 9:31 PM
COMPANY008 - How to create and manage programs
Payments can be grouped as a program. For example, you may be running a rewards program or making specific payments to one project and want to ensure all th...
Mon, 18 Dec, 2023 at 9:52 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, approve it, reject it...
Tue, 16 May, 2023 at 9:33 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 the first time or if they register via your branded signup. ...
Mon, 18 Dec, 2023 at 9:58 PM