Payments can be grouped as a program. For example, you may be running a rewards program or making specific payments to one project and want to ensure all the reports let you filter and view the program or project name.
To create programs, click the settings cog or the ellipsis (three dots) in the top far right corner of the screen.
Click Programs and then Create New Program to create a new program.
If this program is to be used with a custom claims program, select Yes for the claim required and set a default claim payment amount. This is only a default and can be overwritten by any claims form or API claim request.
All your company’s programs will be listed on this page. You can control access to specific programs by toggling them "on" or "off" for any partner or beneficiary company. This access feature is applicable when using custom claims forms or our XTRM API.
Once created, click Set Program Access to set company access to the program. You can enable all or by beneficiary company.
Additionally, you can deactivate programs that are no longer in use, view transactions per programs or delete the program entirely. Program names can also be edited and if there are already payments applied to the program, the program name will be changed on both the sending and the beneficiary payments. Programs with posted payments cannot be deleted.
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