Company accounts can have multiple wallets in any currency, including multiple in the same currency. Many organizations will have multiple wallets for different regions, so it is highly recommended to know the wallet ID to pay the correct wallet, especially on your Mass Payment Submission files More Info.
See below for the various ways to locate a company's wallet IDs within XTRM.
1. Search for a Company or an Individual by name, and if they have an existing XTRM account, you can view their wallet(s) as shown below.
Example: Search for company Acme and select Wallets
2. Company and Individuals names are automatically added to your Contact list when you pay them the first time or if they register via your branded signup page.
Click Contacts from the left-hand menu to view your list of Company or Individual contacts as shown below. If they are not on your list, you may search and add them before payment.
To view their wallet IDs, click on the company name and then click Wallets
3. You can also find the wallet IDs for your contacts under the Reports menu on the left
a. Select either Company Contact Accounts .
b. In the Report field, select Wallets to list all your company account wallets, as shown below.
Note: On this screen, you can view the complete list of all your company's contacts or search by the company name under the "Contacts" field.
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