General Help Center

Who is XTRM? 1

• Overview

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

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 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

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 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 Overview 3

• TAX001 - XTRM Global tax reporting overview
• TAX002 - Tax information for the USA
• TAX003 - Tax information for International accounts

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 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

Partner Program Overview 1

• XTRM Partner Program (XPP) Overview

Partner Program FAQ and Revenue Share 1

• XTRM Partner Program FAQ's

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