Help
Xurrent Help Center
Welcome to Xurrent Help. This is your online reference that describes the functionality offered by the Xurrent service. To get started, select a topic that you want to know more about from the navigation pane on the left.
First-Time Setup
Guides covering first-time setup.
- Field Help Field utilization guidelines have been provided for each field of each record type. Click on one of the record types listed below to access its field help.
Navigation & Consoles
Guides covering navigation & consoles.
- Filter & Search Learn more about Filter & Search.
- Settings Console Learn more about Settings Console.
- Toolbars The Xurrent toolbars are the horizontal and vertical areas that you see at the top and left of the browser window when you are logged in to the Xurrent...
Onboarding & Accounts
Guides covering onboarding & accounts.
- Account Settings The Account Settings page is used by the account administrator who acts as the account owner, to update the name of the account and to set the currency in...
- Account Trust Account Trusts can be established to allow different organizations to work together in Xurrent. When two Xurrent accounts trust each other, they are able to...
- Account Trust Fields The table below lists the fields of the Account Trust form and provides utilization guidelines for each field.
- Logging In To log into the Xurrent service, you are asked to enter your email address and password. The email address you enter must be the primary email address that has...