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Knowledge base
XTRM Overview
Who is XTRM?
1
Overview
Company Accounts
Solutions
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 company or individual registration page
Fund Options
6
FUND001 - How to fund your company wallets
FUND002 - Fund wallets with a bank transfer - with or without invoice
FUND003 - Fund wallets using bank debits
FUND004 - Fund wallets using bank debits manual method (Micro-deposit)
FUND005 - Fund wallets using credit or debit cards
View all 6
Send Options
3
SEND001 - Overview send options for companies
SEND002 - Global payments methods and options
SEND003 - B2B Employer payments
Transfer Options
7
TRANSFER001 - Company wallet transfer options
TRANSFER002 - Company - transfer funds to a bank account
TRANSFER003 - Company - transfer to a prepaid virtual Visa or Mastercard
TRANSFER004 - Company - List of global digital gift cards
TRANSFER005 - Company - transfer to a bank check
View all 7
Additional Features
6
ADDL001 - Company dashboard
ADDL002 - Company reporting documents
ADDL003 - Company beneficiary management
ADDL004 - Company claims processing
ADDL005 - Setting specific email alerts for users
View all 6
Fees
3
FEES001 - Company SAAS fees
FEES002 - Company SAAS fees payment methods
FEES003 - Company transaction fees
Beneficiary Companies
5
BENE001 - Beneficiary companies - FAQ
BENE002 - Beneficiary companies - Which account type do I need?
BENE003 - Beneficiary companies - Requesting user access to your company account
BENE004 - Beneficiary companies - Managing employer payments
BENE005 - Beneficiary companies - Reporting
"How to" Guides
28
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.
COMPANY005 - How to locate company wallet IDs
View all 28
Incentives
1
SPIF - Sales Performance Incentive Fund
Athlete Payments
2
Companies - Contingency
Promoters - What to do once events are approved for contingency
Personal Accounts
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
23
USER001 - Which account type do I need?
USER002 - Login Issues
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 23
Manager Accounts
Manager Account Features
19
Manager Account Services Overview
Understanding the Connected Model for Manager Accounts
MANAGER001 - Link connected bank
MANAGER002 - Delete connected company or individual banks
MANAGER003 - Edit connected email - Personal accounts
View all 19
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 - Application Release Guidelines
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
12
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 12
Compliance
12
COMPLIANCE001 - Understanding identity levels and limits for companies - IDL
COMPLIANCE002 - Understanding Identity levels and limits for personal accounts
COMPLIANCE003 - XTRM AML Compliance policy 2023
COMPLIANCE004 - Understanding and applying for Advanced Services
COMPLIANCE005 - XTRM Financial assurance
View all 12
Tax
Tax Overview
3
TAX001 - XTRM Global tax reporting overview
TAX002 - Tax information for the USA
TAX003 - Tax information for International accounts
Bank Information
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
Email Alerts
Company Alert Emails
28
COMP002 - Receive a claim for payment
COMP003 - Fund company wallet via bank debit
COMP004 - New company account email validation
COMP015 - Company to company payment alert email - sent to beneficiary (Mass Payment)
COMP016 - Mass payment submission status change
View all 28
Individual Alert Emails
14
USER008 - Registration confirmation
USER013 - Password reset email
USER043 - User account email validation
USER050 - Login verification code email
USER056 - Password reset attempt for non-existent account
View all 14
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
1
Company profile and history
Legal
4
LEGAL001 - XTRM Terms and Conditions
LEGAL002 - XTRM Privacy Policy
LEGAL003 - Corpay Terms and Conditions
LEGAL004 - XTRM API Agreement