General Help Center

Who is XTRM? 1

• Overview

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 ACH 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 7

• TRANSFER001- Company - wallet transfer options
• TRANSFER002 - Company - transfer to a bank account
• TRANSFER003 - Company - transfer to a prepaid virtual Visa or Mastercard
• TRANSFER004 - Company - transfer to digital gift cards
• TRANSFER005 - Company - transfer to a check

View all 7

Additional Features 5

• ADDL001 - Company dashboard
• ADDL002 - Company advanced reporting
• 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 - Getting admin 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?

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

Manager Account Features 18

• Manager Account Services Overview
• MANAGER001 - Link connected bank
• MANAGER002 - Delete connected company or individual banks
• MANAGER003 - Edit connected users email
• MANAGER004 - Edit connected individuals employer

View all 18

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 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 2022
• COMPLIANCE004 - Understanding Advanced Services
• COMPLIANCE005 - XTRM Financial assurance

View all 11

Tax Overview 3

• TAX001 - XTRM Global tax management overview
• TAX002 - Tax information for the USA
• TAX003 - Tax reporting for non US citizens

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

Company Alert Emails 24

• 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

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

Partner Program Overview 1

• XTRM Partner Program (XPP) Overview

Partner Program FAQ and Revenue Share 1

• XTRM Partner Program FAQ's

All About XTRM 3

• Company profile and history
• XTRM Supported Currencies for Wallet Funding
• 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