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How do I view and manage card expenses?
Discover insights on key topics that enhance understanding and offer practical knowledge for everyday applications.
- To view all recent card transactions, go to Expenses in the left-hand menu and switch to the Card Transactions tab. You'll see a list of payments by all users with Centtrip cards.
- Select the relevant account you wish to view transations for.
- Use the filters to tailor your data, and adjust the visible fields to suit your display preferences.
- Click on a transaction to open Transaction details on the right-hand side. Here you can:
- View transaction details (amount, merchant, time, card used e.t.c.)
- Attach, view, or download a receipt
- Add corporate labels - these are custom to your organisation and linked accounting codes
- View cardholder labels - these are personal tags added by the cardholder
- Read cardholder notes about the purpose or context of the transaction
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- Export reports in your preferred format by selecting either XLSX or PDF.
- PDF options: Choose between "With images" (which includes any attached invoices or receipts beneath each transaction for easy review and sign-off) or "Transactions only" (a cleaner version without attachments)
- XLSX format: Ideal for editing, data analysis, or importing into your accounting software.