Q: Where can I find the transaction dispute form?

You can download the Transaction Dispute Form here .

Question 1

How do I access my Centtrip dashboard?

Accepted Answer

Your dashboard will be the first page you see after signing into your Centtrip desktop account.

You can also click the Centtrip logo to go back to your dashboard at any time.

Question 2

Where can I find the transaction dispute form?

Accepted Answer

You can download the Transaction Dispute Form here.

Question 3

How do I check my card balance?

Accepted Answer

You can check your real-time balance in each currency within the Centtrip app:

A. Open the app, select 'DASHBOARD' and visit the 'VIEW TRANSACTIONS' page.

B. Tap 'YOUR BALANCES' at the bottom of the screen.

C. Review the balance for each currency held on your card.

Question 4

How do I sign into the app?

Accepted Answer

Cardholders -

If you have recently received a new card and have never signed into Centtrip before, watch this video to activate your card within the app and get started.

If you already have a login, simply sign in using the same details. Forgotten your password?

Administrators -

As an administrator, you can access your account via your desktop and the Centtrip app, using the same login details.

If you are a new user, check your inbox for an activation email and follow these steps to create a password.

Alternatively simply sign into the app using your existing login details. Forgotten your password?

You can download the Centtrip app for your iOS or Android device.

Question 5

What are Centtrip's standard account and card fees and limits?

Accepted Answer

Standard Fees

* Also subject to payment of any additional delivery and courier related charges.

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

Fees will be debited in the base currency of the account/card, or currency equivalent.

Account Fees

Please refer to the Fee Schedule of your Operating Account(s).

Card Limits

All accounts/cards are set up with the 'Standard' limits by default.

* Limits are in GBP, or currency equivalent.

Question 6

How do I view my Centtrip transactions?

Accepted Answer

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.

Cardholders

Watch Video -

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From the 'TRANSACTIONS' screen, tap on the magnifying glass icon to expand filters.
Press 'Currency'.
Select the currency you would like to view transactions for.

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Administrators

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From the Transactions page, choose either Card Transactions or Account Transactions.
If you select Card Transactions, you’ll be able to pick a particular card.
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.
Click into a transaction line to view more details and related documents, such as receipts.

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 7

How do I attach my expense receipts and labels in the app?

Accepted Answer

You can submit all required expense information instantly and effortlessly via the Centtrip app.

Watch 2-minute video -

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Visit the 'View Transactions' screen -

1) Show expenses with missing receipts

Filter on transactions which have outstanding receipts and labels - expenses will disappear from this list instantly once you upload the receipt.

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Tap on the search icon on the Transactions screen.
Select 'Receipts'.
Select ‘Transactions without receipts’ and press ‘DONE’.

2) Attach photo receipts

Tap on a transaction to submit a photo receipt effortlessly, as and when you spend - there's no need to hold onto stacks of paper receipts to be scanned manually, or to submit lengthy expense forms.

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3) Select Corporate Labels

Corporate Labels are custom to your organisation and are linked to relevant accounting codes - simply select the appropriate label from the pre-set list(s).

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4) Add transaction notes

Enter any additional information that might assist your finance team. This could include the reason for the expense, who approved it, which project it relates to etc.

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Question 8

What kind of payments can I make with Centtrip?

Accepted Answer

Make domestic or international payments without the hefty bank fees or conversion charges. Send individual, ad hoc payments, or make multiple payments in batch, in one or more currencies - with or without FX. Choose whether to send your payments right away, or schedule them for later.

Individual Payments

Use this method when:

You need to make an ad hoc payment to an individual or organisation, domestically or internationally.

TELL ME HOW

Standard Batch Payment

Use this method when:

You plan to pay individuals or organisations which already exist in your Recipients List, and you are confident that the account details are correct and up-to-date.
You already hold the required payment currencies on your account, or intend to convert before payment.

TELL ME HOW

One-Time Batch Payment

Use this method when:

You plan to pay individuals or organisations which either do not exist in your Recipients List, OR, they exist but the account details may be out of date.
You do not need the beneficiary details to be saved following payment, and would like to upload updated account details for any subsequent payments.
You already hold the required payment currencies on your account, or intend to convert before payment.

TELL ME HOW

FX Batch Payment

Use this method when:

You plan to pay individuals or organisations which either do not exist in your Recipients List, OR, they exist but the account details may be out of date.
You do not need the beneficiary details to be saved following payment, and would like to upload updated account details for any subsequent payments.
You do not hold the required payment currencies on your account, and would like Centtrip to automatically calculate the conversions for you.

TELL ME HOW

CenttripNow Payment - free, instant, 24/7.

Use this method when:

You want to transfer funds between your own Centtrip accounts.
You are planning to make a payment to a beneficiary who also a Centtrip account.

TELL ME HOW

Note - all payments are subject to your organisation's approval rules. If you require approval for payments, an administrator will need to grant this before your payment is processed.

Question 9

Where can I find my Centtrip account reference?

Accepted Answer

Your Centtrip account reference, starting 'CENT' is provided on the 'Load Account' page.

Please always include this when making a transfer to your Centtrip account, to ensure you receive your funds as quickly as possible.

Question 10

How do I save custom views when managing expenses?

Accepted Answer

Instantly save and re-run your tailored transaction data at any time, complete with your selected filters and fields.

Start by customising your transaction data to your specific requirements.
Then, click ‘Start view’ in the top-right of the screen.
Select ‘Save view’ from the dropdown menu.
Enter a name for your report and click ‘Save’.

You can save as many views as needed and access them from this dropdown at any time.