XPay

Working with XPay

5min

Working with XPay

XPay lets 2 different partners in the CR system send to and receive funds from each other.

Funds do not leave the bank with XPay transfers.

In the XPay tab, click Payments to display the XPay Payments Information screen.

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XPay Payment details

Click an entry in the Payments list.

The Xpay Payment area displays XPay transaction information.

Column

Description

Ref ID

Payment Ref ID

Partner

The partner that the account is associated with

Note: Click the partner name to view details about the partner.

Status

Payment status

Type

Transaction type (Push/Pull)

Created

Payment creation date and time

Completed

Payment completion date and time

Memo

Optional data field

Account #

Account number associated with the payment

Note: Click the account number to view details on the account.

Product

The product associated with the account

Amount

Dollar amount of the payment

Direction

The payment direction (Inbound/Outbound).

Expires

Date and timestamp of payment expiration

Approved

Date and timestamp of approval

Data

Optional data field

Sender

Sender ID

Alias for the sending account involved in the payment, such as the account owner's mobile number. If no sender ID is defined in the XPay profile, defaults to the account number.

Sender Name

Alias for the sending account involved in the payment, such as the account owner's mobile number. If no sender name is defined in the XPay profile, defaults to the account number.

Receiver

Receiver ID

Alias for the receiving account involved in the payment, such as the account owner's mobile number. If no receiver ID is defined in the XPay profile, defaults to the account number.

Receiver Name

Alias for the receiver account involved in the payment, such as the account owner's mobile number. If no receiver name is defined in the XPay profile, defaults to the account number.

Related Transactions

Click the filter icon to toggle the search fields, and enter relevant search parameters. Click Search.

Click an entry in the results to see Transaction Details.

Column

Description

TRACE #

Unique core trace number of transaction associated with the memo post

STATUS

Status of transaction

DATE

Date of memo post

DEBIT ACCOUNT

Debit account number

CREDIT ACCOUNT

Credit account number

CODE

Transaction code of payment

DESCRIPTION

Description of memo post

RAIL

Rail used for transaction

AMOUNT

Transaction amount

Payment Tasks

View Webhooks

To view a list of webhook events, click the Filter icon chan to toggle the search fields, and enter relevant search parameters. Click Search.

Column

Description

EVENT

Payment event

STATUS

Expired ,Failed, Pending, Success

CREATED

Time and date stamp of event creation

ATTEMPTED

Time and date stamp of event attempt

View Notes

Click View Notes in the Payment Tasks area to view and add notes on a XPay payment.

The View Notes dialog displays notes that have been saved for the XPay payment.

Field

Description

DATE

Note creation date

SUBJECT

Note subject

AUDIENCE

Note audience (Internal/ Partner)

CREATED BY

COS user who created the note

Body

Note text

Click a note in the list to view the body of the note.

You can also add a note by clicking Add Note in the View Notes dialog and filling in the fields in the Create New Note dialog.

Click Submit to display in the details in the View Notes dialog.

Search for an XPay payment

1

Go to XPay> Payments.

2

Search by Id or click the Filter icon and enter your search parameters:

The XPay payment ID displays in the last part of the URL of the XPay Payment information screen.

Filter

Description

Ref ID

XPay payment Ref ID

Status

Payment status

Type

Transaction type (Push /Pull)

Amount

Payment amount in dollars

Acct #

COS account number associated with the payment

Partner

Partner name

Product

Product name associated with the XPay payment

From

Search from payment date

To

Search until payment date

Client Identifier

Use this attribute to add your own unique identifying string to a payment call or COS record. This attribute is useful for idempotency purposes.

3

Click Search.

The search results display in the Payments list. Each row in the list represents an individual XPay payment.

Column

Description

REF ID

Payment Ref ID

ACCT #

Account number associated with the payment

PARTNER

Partner associated with the payment

STATUS

Payment status

TYPE

Transaction type (Push / Pull)

DIRECTION

Payment direction (Inbound/ Outbound)

AMOUNT

Dollar amount of the payment

DATE

Payment creation date and time

Originate an XPay payment

1

Click the XPay tab.

2

Click Originate Payment.

3

In the Originate Payment area, enter the payment details information.

Field

Description

Acct #

Originator account number

Sender Name

Name of sender

Receiver Identifier

Receiver account number

Type

Select a transaction type (Push /Pull)

Memo

Memo for the payment

Data

Extra data you wish to include in the payment

Amount

Dollar amount of the payment

4

Click Create Payment.

The payment details displays the XPay Payment Information screen.

For more details on the XPay Payment Information screen, see Click an entry in the Payments list

Reject an XPay payment

Approve a Payment





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Updated 29 Sep 2024
Doc contributor
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