Payments can be grouped together as a program. For example, you may be running a rewards program, or making payments specific to one project and want to make sure all the reports let you filter and view on the program or project name.
1. In order to create programs click 'Programs' in the left menu.
Here you can see a list of programs already created. Note you can set access to your program on or off to any partner or beneficiary company. This access feature only applies when you are using custom claims forms or using our XTRM API. You can also turn programs off once they are no longer being used.
2) Click 'Create New Program' to create a new program and fill out the form. Give the program a name, category and type. If this program is to be used with a custom claims program, select yes for the claim required and the default claim payment amount. This is only default and can be overwritten by any claims form or API claim request.
3) Click Save to save your new program.