Question 1

How do I view my Centtrip transactions?

Accepted Answer

The **Transactions** section of your account is invaluable for monitoring real-time expenditure and checking card balances, card statuses and receipts. Administrators can run tailored reports via their desktop account, whilst cardholders can benefit from visibility of all their card activity on the go, via the Centtrip app.

**Useful for:**
* Monitoring real-time transactions and balances
* Viewing the receipt for a recent expense
* Checking that card funds have been correctly distributed
* Viewing card status to ensure a card has been activated

### From your desktop account

![Transactions New.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/0cn9NHlteM/Transactions%20New.png)

1. From the **Transactions** page, choose either **Card Transactions** or **Account Transactions**.
2. If you select Card Transactions, you’ll be able to pick a particular card.
3. Choose a currency to show the report in and click SUBMIT. You will now be able to view your transaction report online, or export as a PDF or XLS document.
4. Click into a transaction line to view more details and related documents, such as receipts.

### From the Centtrip app

![Untitled design (18).png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/BuMj4V6gVR/Untitled%20design%20%2818%29.png)

1. Open the app and select 'View Transactions' (if you're a cardholder, this view will already show by default).
2. Press the search icon to show additional search and filter options, such as currency and transaction type.
3. Tap any transaction line to view more details, and add receipts and labels.
4. If you're an administrator, you will also be able to switch between account, card and pending transactions, as well as selecting any of the cards you manage.

### Hints & Tips
* Access 'Transactions' via the navigation bar of your desktop account, or click a particular card or account balance from your Centtrip dashboard to instantly view the last 30 days.
* As standard, Centtrip reports will exclude transactions from cards which have been closed. To change this, hover over your name in the top right of your account and select Settings from the dropdown. Change ‘View closed cards’ to ‘Yes’ and click MODIFY. 
* View transactions for multiple, select cards. Click the Centtrip logo to visit your account homepage and scroll down to the CARD BALANCES section. Select the silhouette icon next to any cards you are interested in and click EXPORT.
* Once your report has been generated, you can enter a custom start and end date to view up to a year’s worth of transactions, for the time period of your choice. Alternatively, 5-year reports can be run from the CARD BALANCES section of your account homepage.

Question 2

How do I load funds into my Centtrip Account?

Accepted Answer

To start enjoying all your account benefits, you need to ensure you have sufficient funds. You can check your current balances from your account homepage and transfer funds to your Centtrip account using the bank details provided on the Load Account page. Load funds-device@1x.jpg

1. From the Load Account page, use the dropdown menu to select the currency you want to load into your Centtrip account 2. Note down the account details and payment reference starting with CENT 3. Log into the corporate bank account you would like to send funds from and make a transfer into your Centtrip account using the details you noted above **Hints and tips** * **Important**: ensure you add the payment reference provided on the Centrrip Load Account page starting with ‘CENT’ when transferring funds - this is essential to avoid any delays. * The bank account which you transfer funds from must be under the same name as your Centtrip account. Contact the team if you need help with this. * To load funds in a currency which is different to the one you hold in your bank account, it’s typically much more cost effective to first load funds into your Centtrip account in the same currency, and then visit the Buy Currency page to purchase your preferred currency.

Question 3

How do I activate my card?

Accepted Answer

Now that you have your new multi-currency Centtrip card, sign the reverse and follow the instructions below to activate it.

**All Corporate Cards and Replacement Private Cards**

1. Activate your card and reveal your pin:

Use the mobile number you registered to text the word ‘PIN’ followed by the last eight digits of your long card number to +44 (0)7860 024 357. You will receive an SMS confirming your PIN and your card has been activated. Delete the text once you know the PIN. You can view it online or on our app at any time.

If you can't send an SMS, or don't receive your PIN within 5 minutes, please use the contact details at the bottom of this page and we'll help get your card activated.

2. Use CHIP and PIN:

For security reasons, you will need to make a chip-and-PIN payment when using your card for the first time. This will activate the contactless feature on your card automatically. Don't forget to [load your card](https://support.centtrip.com/faqs/how-do-i-load-my-cards) first!

3. Corporate card holders - if this is your first Centtrip card, create your online login:

Go to account.centtrip.com/membership/login or download the Centtrip app from the [App Store](https://apps.apple.com/gb/app/centtrip/id1151916421) or [Google Play](https://play.google.com/store/apps/details?id=com.centtrip.app) and select ‘FIRST TIME LOG IN’. Then follow the steps on your screen. Make sure you use the email address and mobile number you signed up with. If unsure, ask your account administrator to confirm those.

**New Private Cards**

The activation process is different if you've just received your first Centtrip card for a new private account.

1. Activate your card:

Log in to the Centtrip app. Select ‘Load Card’ on your dashboard and follow the instructions on your screen.

2. Reveal your PIN:

In the Centtrip app click on the person icon in the top right corner and select ‘Pin’. You can view it at any time.

3. Use CHIP and PIN:

For security reasons, you will need to make a chip-and-PIN payment when using your card for the first time. This will activate the contactless feature on your card. Don't forget to [load your card](https://support.centtrip.com/faqs/how-do-i-load-my-cards) first!

Question 4

What are your card fees?

Accepted Answer

&ast; Higher card balances and transfer limits are available subject to status.

&ast;&ast; These are transactions in any currency that is outside of the available currency balance held on the card at the time of purchase.

Question 5

How do I load my cards?

Accepted Answer

The Centtrip multi-currency Mastercard® offers the highest prepaid card balances and transaction limits on the market. Accepted in more than 210 countries and territories, it’s designed for your demanding, fast-paced world.

Follow the steps below to load card funds from your account and ensure you [activate your card](https://support.centtrip.com/faqs/how-do-i-activate-my-card).

### Load your cards with funds

![LoadCard New.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/0no126ZjK6/LoadCard%20New.png)

1. Choose the currency you want to load – this needs to be one you already hold in your Centtrip account.
2. Choose the transfer direction and move funds instantly between your account and your Centtrip card.
3. If you manage multiple cards, you’ll be able to select the card you want to load funds from/to.
4. Enter the amount you want to load and click TRANSFER IMMEDIATELY.

### Hints and tips

* Download the Centtrip Cardholder Guide - Once cards have been loaded, all cardholders will need to download this step-by-step guide for helpful tips on how to activate and make the most of your cards.
* Move unused funds from a card back into your account. Simply select ‘Card to Account’ as the transfer direction.
* If you want to load a currency you don’t currently hold in your account, you can purchase this from the Buy Currency page at competitive rates.
* Load cards in batch - To load multiple cards with one or more currencies, complete the required fields and click ADD TO BATCH TRANSFER. Repeat the process for each new card or currency load. When complete, click EXECUTE BATCH to load all the cards and currencies in seconds.
* Lost or stolen card- Instantly lock or unlock cards from your account or the app, via the SETTINGS menu.

Question 6

How do I make payments?

Accepted Answer

Make secure and cost effective payments within seconds and without limits. We tailor our services to your unique needs, whether that’s individual, ad hoc payments or regular, batch payments to suppliers or employees; domestically or internationally. payments@1x.jpg

Choose the payment currency and enter the amount you need to pay. make-payment-02@1x.jpg

Use the dropdown to specify whether to pay using funds held on your Centtrip account or card. If you have multiple cards you’ll be able to choose one. make-payment-03@1x.jpg

By default, payment will be sent to a recipient’s bank account. If you manage multiple Centtrip accounts, you can also use this dropdown to make a payment to one of these. make-payment-04@1x.jpg

Select the payment recipient from the dropdown – this will automatically populate the email address field for you. make-payment-05@1x.jpg

Choose a payment reason and add a reference of your choice. These fields are required. Click confirm to make your payment **Hints and tips** * **Add new recipients:** When you pay a particular recipient for the first time, they won’t appear in your ‘Select recipient...’ dropdown until you set them up. Visit the Recipients section of this guide for a quick walk-through, as well as hints and tips on how to add payees. * Enjoy better cost efficiencies by using currencies held on your account or card to make same currency payments to your oversees suppliers. * **Make payments in batch:** Click CREATE BATCH at the top of the page to save time by making multiple payments in one or more currencies, in one go. Send immediately or schedule for a later date for complete, effortless control.

Question 7

What is a 'Corporate Super Administrator' and how do they create new users and manage permissions?

Accepted Answer

**Corporate Super Administrators (CSAs)** have the ability to create and add new users to the account, manage permissions and limits, and instantly disable a user's access any time. This can all be managed within account settings.

When opening a new corporate Centtrip account, the first user created should be a Corporate Super Administrator (CSA). This user must be approved by a company Director.

### What are the benefits?

* Add users to the account instantly - no PDF forms, no delays.
* Set and modify user limits and permissions at any time.
* Monitor new user verification and send instant email reminders.
* Understand who has access to the account at all times.
* Disable user access as required.

### How do I set up a new CSA?

To nominate a CSA for your account, please complete our [CSA Set-up Form](https://live.centtrip.com/CSA_User_Set-up_Form) and return this to [help@centtrip.com](mailto:help@centtrip.com). **Please note** - your completed form must be approved and signed by a company Director.

### How do I add and manage users as a CSA?
![Super Admin Final.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/N623HOslO2/Super%20Admin%20Final.png)

1. After signing into your account, click or hover over the settings icon and select 'Corporate Super Admin Menu'. You will only see this if you are a CSA.

2. Choose ‘CSA Create Admin’ and use the dropdown menu to select an account. A list of all current users will then appear.

3. Click 'ADD' to create a new user, enter their email address and click ‘CHECK’ to ensure the email is not already in use.

4. Enter the new user's details into the form, set their permissions and limits and click ‘SAVE’.

5. An email will be sent to the new user asking them to verify their email address and create their login credentials. Once verified, ‘User Validated’ will switch to the 'on' position.

6. Click ‘EDIT’ to instantly amend permissions or disable user access any time. Disabled users will still appear in your list but ‘Site access’ will be in the ‘off’ position.

### Hints and tips

* 'Site Access' field - indicates whether or not a user's access has been disabled. Click 'EDIT' to change this anytime.
* 'User Validated' field - indicates whether or not a user has verified their email address and created login credentials.
* Instant verfication reminders can be sent by clicking the 'RESEND EMAIL' button under the ‘User Validated’ column.
* Please ensure the correct date of birth is entered when creating a new user, as this will be required for a password reset.
* A CSA will not be able to set user permissions/limits that are higher than their own.
* Once a user has been created, you will not be able to edit their personal details. Please contact Centtrip to amend these.

Question 8

What is my cardholder ID?

Accepted Answer

Your Cardholder ID is a unique 12-digit number that begins with 20000. It shows underneath your name on the front of the card.

Question 9

What can I do from my account dashboard?

Accepted Answer

Your Centtrip dashboard is the first page you will see after signing into your desktop account. Your dashboard provides a real-time overview of all of your account and card balances in each currency, plus any recent transactions.

![Dashboard.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/RCJQnndICb/Dashboard.png)

* **Balances** - check the current balances of each currency held on your account and card(s), in real-time. Click any currency balance to view the transaction history.
* **Pending transactions** - view details of any pending transactions, including date, currency, value and transaction type.
* **Live rates** - get direct access to live currency market  and quickly set up rate alerts and market orders.

### Access all your main account features via the navigation bar:

* **Load Account** - Before you can begin making the most of your account benefits, you need to ensure sufficient funds have been loaded.
[Learn more](https://support.centtrip.com/faqs/how-do-i-load-funds-into-my-centtrip-account)

* **Buy Currency** - When you need to make a payment or load a card in a currency you don’t hold in your account, you can purchase the required currency at competitive rates within seconds.
[Learn more](https://support.centtrip.com/faqs/how-do-i-buy-currency)

* **Payments** - Make fast, secure and cost-effective payments directly from your account. Pay individually or in batch and schedule payments effortlessly. [Learn more](https://support.centtrip.com/faqs/how-do-i-make-payments)

* **Load Cards** - Transfer funds between your account and any associated cards in seconds. Cards can hold funds in up to 15 currencies and be used to make payments online or at point of sale, and to withdraw cash. [Learn more](https://support.centtrip.com/faqs/how-do-i-load-my-cards)

* **Recipients** - View and add to your list of payees and suppliers, either individually or in batch, ready for future payments. [Learn more](https://support.centtrip.com/faqs/how-do-i-add-a-new-recipient)

* **Transactions** - See all your global card and account transactions in real time. [Learn more](https://support.centtrip.com/faqs/how-do-i-view-my-centtrip-transactions)

* **Reporting** - Generate tailored reports and keep track of your card and account expenditure in real time. [Learn more](https://support.centtrip.com/faqs/what-reports-can-be-exported-from-centtrip)

Question 10

How do I add a new recipient (payee)?

Accepted Answer

To begin enjoying fast, secure and cost-effective domestic and international payments, first you need to create your Centtrip list of suppliers and payees. You can do this quickly and easily by adding them to your Recipients list, either individually on an ad hoc basis, or in batch.

![Recipients New.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/ZFZvLCi41f/Recipients%20New.png)

1. Click ADD RECIPIENT and enter the account and payment details of your new payee into the form. 
2. Authenticate using the app:
	* Ensure you have downloaded the Centtrip app and enabled Multi-factor Authentication (see [How do I enable Multi-factor Authentication?](https://support.centtrip.com/faqs/how-do-i-enable-multi-factor-authentication)).
	* Open the Centtrip app and tap MULTI-FACTOR AUTHENTICATION.
	* Select ‘Sign’ and input the last 4 digits of the recipient’s account number or IBAN.
	* Tap GET SIGN CODE.
3. On your desktop, input the code from the app into the App Generated Code box and click to submit.

### Hints & tips
* Anyone with approval rights will be notified of your request by email. If approval is not required your new payee will be set up immediately.
* Unable to authenticate using the app? Change the ‘One Time Authenticator’ dropdown to ‘One Time Email’ and follow the on-screen instructions.
* Please ensure you enter a nickname when completing the new recipient form. This field is required and makes it easier for you to find and manage your payees.
* Click the star icon to favourite recipients you need to pay regularly.
* Save time by uploading multiple payees in batch. Click UPLOAD RECIPIENTS at the top of the Recipients page and follow the on-screen instructions.

Help & support

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