Expenses & Reporting
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Expenses & Reporting
Can I auto allocate expenses to a project and run project statements?
Simplify expense management and reconciliation with Projects . Your custom project labels and accounting codes are automatically applied to expenses...
Continue reading →Can I highlight transactions that include VAT?
If like many of our clients, you have cards which are used in various currencies and countries, it may be...
Continue reading →How can I export a list of my current Centtrip cards to review?
Sign into your account and scroll down to the 'CARD BALANCES' section at the bottom of your dashboard. Cick the...
Continue reading →How can I generate a report of expiring cards?
Note - you will only be able to view cards associated with accounts which you have Administrator access to. Corporate...
Continue reading →How do I access my requested reports?
Any reports you generate in your account or Expense Management will be available under 'REQUESTED REPORTS', which can be accessed...
Continue reading →How can I report on multiple cards and currencies?
Your Centtrip account enables you to run tailored transaction reports comprising multiple cards and currencies, over as long a time...
Continue reading →How can I download my Cardholder Labels to use as Corporate Labels?
Save time when creating Corporate Labels, by using your existing cardholder labels. Export in just a click, add the accounting...
Continue reading →How do cardholders record cash transactions?
Record all of your transactions effortlessly via the Centtrip app, even those made in cash. Whether you've spent cash from...
Continue reading →How can I track and manage cash expenditure as an Administrator?
Centtrip's comprehensive expense management solution enables you to track and manage all your transactions in one place, even those made...
Continue reading →How do I authenticate via the API?
Authentication The API uses OAuth2 with the password grant type. Authorization URL: https://auth-dev.centtrip.com/connect/authorize Token URL: https://auth-dev.centtrip.com/connect/token Scope: api_public_v1 How to...
Continue reading →How do I set up my card endpoints?
Overview The API endpoints are organized by resource type. Each endpoint returns a JSON response that is wrapped in an...
Continue reading →How do I set up my account endpoints?
Overview The API endpoints are organized by resource type. Each endpoint returns a JSON response that is wrapped in an...
Continue reading →How do I set up my entity endpoints?
Overview The API endpoints are organized by resource type. Each endpoint returns a JSON response that is wrapped in an...
Continue reading →How do I set up my corporate endpoints?
Overview The API endpoints are organized by resource type. Each endpoint returns a JSON response that is wrapped in an...
Continue reading →How do I set up my expense data feeds to Xero?
1. Import your chart of accounts from Xero Before starting the expense transfer, you need to make sure they will...
Continue reading →How do I set up statement data feeds to Xero?
Create your statement data feeds NOTE - If you wish to include receipts and labels in your sync, please instead...
Continue reading →How do I change the Xero organisation that my Centtrip account is connected to?
Sign into your Centtrip account and Visit INTEGRATIONS from the left-hand menu. The Xero organisation that has been connected to...
Continue reading →How do I change the Xero organisation that my Centtrip account is connected to?
Sign in to your Centtrip account and click Manage Expenses . Click to open INTEGRATIONS . The Xero organisation that...
Continue reading →Why are my expenses not being transferred to Xero correctly?
POSSIBLE CAUSES AND HOW TO FIX THEM. Statement Feeds Have Been Set Up Instead of Expenses Feeds In Centtrip, Statement...
Continue reading →Why are my expenses not being transferred to QuickBooks correctly?
POSSIBLE CAUSES AND HOW TO FIX THEM. The accounting period has been closed in QuickBooks Your company’s accounting period may...
Continue reading →How do I export reports from Centtrip?
Manage your business expenditure and save valuable time with our suite of reporting templates. Sign into your desktop account and...
Continue reading →How do I view closed or expired cards in my account?
If some of your Centtrip cards have been closed or have expired, these may be hidden from your account dashboard...
Continue reading →How do I view cardholder expenses which are ready to reconcile?
Filter on transactions which have a receipt attached to easily find expenses that are ready to reconcile. To get started,...
Continue reading →How do I create Corporate Labels in batch?
Save time when creating Corporate Labels in Expense Management by completing our quick XLS template and uploading to your chosen...
Continue reading →Why are my expenses not being transferred to QuickBooks correctly?
POSSIBLE CAUSES AND HOW TO FIX THEM. The accounting period has been closed in QuickBooks Your company’s accounting period may...
Continue reading →Why are my expenses not being transferred to Xero correctly?
POSSIBLE CAUSES AND HOW TO FIX THEM. Statement Feeds Have Been Set Up Instead of Expenses Feeds In Centtrip, Statement...
Continue reading →Why are my receipts not being transferred to Xero?
If you’ve already connected your Centtrip and Xero accounts but your receipts aren't appearing in Xero, it’s likely because you...
Continue reading →What are corporate labels and how can I set them up?
Corporate Labels are custom to your organisation and can be anything that will assist your accounting processes. Create as many...
Continue reading →How do I enable Corporate Labels in the app?
Streamline your reconciliation by enabling Corporate Labels in the app. This allows cardholders to attach your pre-set labels to expenses...
Continue reading →How do I create and manage my JMS Corporate Labels?
Overview & benefits Corporate Labels are custom to your organisation and can be anything that will assist your accounting processes....
Continue reading →How do I submit my cash expenses for JMS?
As a cardholder, you can record your cash transactions and attach instant photo receipts and labels effortlessly via the Centtrip...
Continue reading →What are the API integration environments and base URLs?
Depending on your use case, you may target one of the following base URLs: Sandbox (QA): EEA: https://api-qa.centtrip.com/eu US: https://api-qa.centtrip.com/us...
Continue reading →Where can i find information on API integration response envelopes?
All responses are wrapped in an envelope that typically contains: data: The main payload (object or array). meta: Additional metadata...
Continue reading →Where can I find information on API integration error handling?
Common HTTP status codes and their meanings: 200: Successful response. 400: Invalid request parameters. Example: A PageSize outside of the...
Continue reading →Where can I find best practice and tips on setting up my API integration?
Best Practices & Tips Rate Limiting & Retries: check the API documentation for any rate limits and plan to handle...
Continue reading →Where can I see an example API integration workflow?
Example Workflow Here’s an example sequence for a typical integration: Authenticate: obtain an OAuth2 access token using your client credentials....
Continue reading →How do I save custom views when managing expenses?
Instantly save and re-run your tailored transaction data at any time, complete with your selected filters and fields. Ideal for...
Continue reading →What is an 'Alternative Value' for a Corporate Label in Expense Management?
Every Corporate Label created in Expense Management can have an 'Alternative Value'. Alternative Values can be an accounting code, tracking...
Continue reading →Where can I find out more about the Centtrip and DeepBlue integration?
How do I integrate my Centtrip and DeepBlue accounts? Integrating your accounts is quick and easy. Start by submitting your...
Continue reading →How do I submit my card expense receipts, labels and notes?
You can attach photo receipts, labels and transaction notes instantly, as and when you spend via the Centtrip app. Alternatively,...
Continue reading →How do I run account and card statements?
Step 1 Sign into your account and select STATEMENTS from the left-hand menu. Step 2 Use the dropdown to select...
Continue reading →How do I view and manage card expenses?
To view all recent card transactions, go to Expenses in the left-hand menu and switch to the Card Transactions tab....
Continue reading →How do I integrate my account with QuickBooks?
Integrate your Centtrip account with QuickBooks Online and automatically transfer Centtrip transaction data, including receipts and labels, to QuickBooks. No...
Continue reading →How do I integrate my Centtrip account with Xero?
Integrate your Centtrip account with Xero and automatically transfer Centtrip transaction data, including receipts and labels, to Xero. No back-and-forth...
Continue reading →How do I manage expenses and receipts?
Visit Expenses from the left-hand menu and use the tabs at the top of the screen to switch between account...
Continue reading →How do I get started with corporate labels?
What are Corporate Labels? Corporate Labels are custom tags created by your organisation to support and streamline your accounting processes....
Continue reading →How do I integrate my Centtrip account with DeepBlue?
How do I integrate my Centtrip and DeepBlue accounts? Integrating your accounts is quick and easy. Start by submitting your...
Continue reading →How do I manage card expense receipts, labels and notes?
Expense Management makes it easy to view and manage expense receipts, labels and notes. We recommend filtering on transactions with...
Continue reading →How do I submit my card expenses and receipts?
Open the app and press the CARD TRANSACTIONS button. Tap on the relevant transaction You can now complete the following:...
Continue reading →How do I export card expense statements and reports?
Apply custom fields and filters and export transaction data, with or without cardholder receipts, in a variety of formats to...
Continue reading →How do I get started with Centtrip's expense management solution?
Watch tutorials Streamline reconciliation processes with our comprehensive card and cash expense management solution. Using the app, cardholders can attach...
Continue reading →How can my auditor request information about my account?
Since 26 February 2021, we've used Confirmation to improve our efficiency and security when handling audit requests. Confirmation is a...
Continue reading →How do I filter to show transactions with missing receipts?
Using the Centtrip app, cardholders can quickly filter to show any transactions which are missing a receipt. As missing receipts...
Continue reading →What are Corporate Labels and how do I set them up?
Corporate Labels are custom to your organisation and can be anything that will assist your accounting processes. Create as many...
Continue reading →How do I use the projects feature to automatically label expenses?
Save time when managing and reconciling expenses by creating 'Projects' - your custom project label (as well as the associated...
Continue reading →How do I add labels and receipts to my transactions?
Upload instant photo receipts and label transactions on-the-go, using the Centtrip app. You can download the app on iOS or...
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