General Help Center

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.

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 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

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 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 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 - Selecting the Correct Bank Code
• BANK003 - Bank transfer FAQ
• BANK004 - Bank formatting guide
• BANK005 - Pending bank linking

See all 11 articles

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

Partner Program Overview 1

• XTRM Partner Program (XPP) Overview

Partner Program FAQ and Revenue Share 1

• XTRM Partner Program FAQ's

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