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Knowledge base
Company Accounts
Products
3
PROD001 - XTRM AnySource™
PROD002 - XTRM AnyPay™
PROD003 - XTRM API - XAPI™
Onboarding
3
ONBOARD001 - Onboarding Your Company Overview
ONBOARD002 - Registration flow for new companies
ONBOARD003 - 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 Overview
TRANSFER002 - Companies Transfer to Bank Account
TRANSFER003 - Companies Transfer to Prepaid Virtual Visa or Mastercard
TRANSFER004 - Companies Transfer to Digital Gift Cards
TRANSFER005 - Companies Transfer to Check
See all 7 articles
Additional Features
5
ADDL001 - Company Payments Dashboard
ADDL002 - Companies Advanced Reporting
ADDL003 - Companies Beneficiary Management
ADDL004 - Companies Claims Processing
ADDL005 - Alert Emails
Fees
1
FEES001 - Company Fees
Beneficiary Companies
6
BENE001 - XTRM for Beneficiary Companies
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
See all 6 articles
'How to' guides
26
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 26 articles
Incentives
1
Spif - Personal Incentive Payments
Athlete Payments
2
Companies - Contingency
Promoters - What do I have to do once my events are approved for contingency.
Personal Accounts
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
26
USER001 - Which account type do I need?
USER002 - Problems logging into XTRM
USER003 - Transaction tracking
USER004 - Personal Accounts Changing you login information - email or password
USER005 - Personal Accounts - Adding personal information (SSN, Tax ID, DOB, Photo etc) to your profile.
See all 26 articles
Manager Accounts
Manager Account Features
16
MANAGER001 - Link connected bank
MANAGER002 - Delete connected company or indivcidual banks
MANAGER003 - Edit connected users email
MANAGER004 - Edit connected individuals employer
MANAGER005 - Submit connected company mass payment file
See all 16 articles
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 - Getting started in the XTRM Sandbox
API004 - Understanding the Pseudo Key Model
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
See all 10 articles
Compliance
11
COMPLIANCE001 - Understanding Identity Levels and Limits for Companies
COMPLIANCE002 - Understanding Identity Levels and Account Limits for Personal Accounts
COMPLIANCE003 - XTRM AML Compliance Policy 2020
COMPLIANCE004 - Understanding Advanced Services
COMPLIANCE005 - XTRM Financial Assurance
See all 11 articles
Tax
Tax Overview
3
TAX001 - XTRM Global Tax Management Overview
TAX002 - Tax Information for the USA
TAX003 - Tax reporting for Non US Citizens
Bank Information
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
Email Alerts
Company Alert Emails
23
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 23 articles
Individual Alert Emails
9
USER043 - User account email validation
USER050 - Login verification code email
USER057 - Bank transfer initiated
USER059 - Personal payment alert email
USER060 - Email alert for users with no XTRM account
See all 9 articles
Developer Email Alerts
1
DEV001 - Registration activation email
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
XTRM
All About XTRM
2
Company Profile and History
XTRM Supported Currencies for Wallet Funding
Announcements
1
XTRM launches v4.1 of payments API
Legal
4
LEGAL001 - XTRM Terms and Conditions 2021
LEGAL002 - XTRM Inc. Privacy Policy and Data Protection Schedule
LEGAL003 - AFEX Terms and Conditions
LEGAL004 - XTRM API Agreement