"How to" Guides

Articles

• COMPANY033 — Understanding Transaction IDs
• COMPANY003 — How to Link a Bank Account
• COMPANY022 — How to Customize System Emails
• COMPANY027 — How to Upload and Set Your Company Logo
• COMPANY002 — How to Submit Mass Payment Files
• COMPANY029 — How to Restrict Access to the Master Admin Role
• COMPANY021 — New Account Flow When Receiving First Payment (No Existing Account)
• COMPANY004 — Understanding Beneficiary, Connected, and Manager Services
• COMPANY005 — How to Locate Company Wallet IDs
• COMPANY030 — How to Validate Mass Pay Files
• COMPANY014 — How to Add Entities and Users to Global Company Accounts
• COMPANY037 — How to Send Funds Using Simple Send
• COMPANY013 — How to Add Beneficiary Companies (Partner, Supplier, or Customer)
• COMPANY026 — How to Fund Your Customers' or Partners' Wallets
• COMPANY039 — How to Move Funds Between Wallets
• COMPANY031 — How to Reassign the Master Admin Role
• COMPANY008 — How to Create and Manage Programs
• COMPANY024 — How to Add Companies to Your Branded Page
• COMPANY017 — Create, Deactivate, or Activate Wallets
• COMPANY006 — Low Balance Email Alerts
• COMPANY032 — How to Delete Users and Entities
• COMPANY034 — How to Upload Custom Terms and Conditions
• COMPANY001 — 4 Quick Steps to Start Making and Receiving Payments
• (Don't Publish) COMPANY020 — Duplicate Organization Accounts
• COMPANY028 — How to Locate Your Organization (SPN) and Wallet ID Numbers
• COMPANY009 — How to View and Process Claims
• COMPANY015 — How to Change Your Xtrm Password
• COMPANY038 — How to Send a Bank Direct Payment to a Newly Added Contact
• COMPANY023 — What is Fund, Send, and Transfer?
• COMPANY007 — Understanding Payment Types
• COMPANY011 — How to Add Individuals to Your List of Beneficiaries
• COMPANY012 — Understanding Your Mass Payment Submission Status
• COMPANY036 — How to Resend a Payment Alert Email
• COMPANY018 — Account Review FAQ