Question 1

How do I give a user permission to order Centtrip cards?

Accepted Answer

Corporate Super Administrator's can specify whether or not users on the account can order cards, within their User Management Dashboard. You can change these permissions any time. Follow these steps to create a new user or enable an existing user to order cards -

[how-tos][figure]Sign into your account, click or hover over the settings cog, then select User Management[/figure][figure]Use the dropdown menus to select your Corporate account and an Operating Account. Click 'APPLY' to view the user list for your selected account.[/figure][figure]Locate the relevant user and click 'EDIT' to review and update their permissions and limits.[/figure][figure]Scroll to the bottom , and switch 'Can Create Cards' to the 'on' position. Then SAVE. The 'Order Cards' feature will now be available to this user under Manage cards[/figure][/how-tos]

Question 2

What currencies can I manage with my Centtrip account?

Accepted Answer

You can hold and manage 15 currencies on your Centtrip account and cards.

Payments can also be made in a further 16 currencies, by converting funds from the Buy Currency tab of your account, and selecting the external bank account for onward payment. Please see below for more details on how currencies can be held and managed.

Adding currencies to your account

You can add currencies not currently shown in your Centtrip account dashboard by clicking 'Add Currencies':

Question 3

How do I remove any outstanding funds from my account before it is closed?

Accepted Answer

Option 1 - Spend

Transfer any remaining account funds to your Centtrip card (follow these steps) and use your card in-store or online as normal until you have zero balance on your account or card. You can also make an ATM withdrawal.

If you hold multiple currencies, you can convert them via your desktop account or the app.

Option 2 - Transfer

Follow the steps below to transfer funds from your Centtrip account and card into your corporate bank account.

A. - Move card funds back into your Centtrip account

Sign into your desktop account and select Load Card
Choose the currency you want to unload from your card.
Select Card To Account as the transfer direction.
Enter the amount left on your card and click 'TRANSFER IMMEDIATELY'.

You can also do this via the Centtrip app, by selecting Load Card and changing the transfer direction.

If you have multiple currencies, please repeat these steps to transfer them all to your account. Once you have zero balances on your card, you can proceed with the steps below.

B. - Convert to your domestic currency

If you hold multiple currencies on your account, please visit Buy Currency to convert them into the currency of your corporate bank account.

C. - Make a payment to your corporate bank account

If you have not yet done so, set up your corporate bank account as a payment recipient, then follow the instructions below.

[how-tos][figure]Sign into your desktop account and select 'Send Payments'. [/figure][figure]Select your bank account currency and enter the amount left in your Centtrip account.[/figure][figure]In the 'From' dropdown, select 'Centtrip account', and leave the 'To' box as 'Bank Account'.[/figure][figure]Select your own corporate bank account as the payment recipient and enter a custom reference payment reason. [/figure][figure]Check the details are all correct and click 'CONFIRM'. The payment may take several days to reach your bank account, depending on the currency, value and time submitted.[/figure][/how-tos]

Question 4

How do I remove a user's account access?

Accepted Answer

Corporate Super Administrators can instantly remove access for any users on the account.

Watch quick video -

Follow these steps -

Sign into your account, click or hover over the settings cog and select 'User Management'. Then select your Corporate and Operating Account, and 'APPLY'.

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Review the list and locate the user you want to remove access for. Click 'EDIT'.

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Scroll to the bottom and switch on Disable corporate Site access. Then SAVE.

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How can I check whether I am a CSA?

Question 5

How do I view expenses which are missing receipts?

Accepted Answer

As an Administrator, you can easily view outstanding expenses by applying a quick filter.

Sign into your account and visit Manage Expenses. Open the filters tab and select Without receipts under Receipts. Click Update to apply.

Question 6

How do CSAs create and manage Admin users?

Accepted Answer

If you are a Corporate Super Administrator, you can instantly add new users to any of your accounts, set and manage user permissions and limits, or disable a user's access anytime, within User Management.

To get started, sign into your account, click or hover over the settings cog, then select 'User Management'. Use the dropdown menus to select your Corporate account and an Operating Account. Click 'APPLY' to view the user list for your selected account.

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To create a new Admin User -

Watch quick video -

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Follow these steps -

Step 1

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From the User Management dashboard, click 'CREATE USER'.

Step 2

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Enter the new user's email address and select 'CHECK' to see whether they already exist (if so, you will be able to edit their permissions).

Step 3

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Enter the new user's details - name, date of birth and phone number.

Step 4

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Then scroll down to 'User Access Level'. Selecting 'Corporate Access' will add the user to the Parent Account, plus all associated Operating Accounts (existing and new). Alternatively, click 'Operating Account Level' and use the dropdown to select specific Operating Accounts.

Step 5

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Finally, scroll down to 'Permissions' and tailor the limits and permissions for this user. Click 'SAVE' to finish. The new user will receive an instant activation email inviting them to create a password and sign in.

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To edit limits and permissions or disable access -

Step 1

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After selecting the Corporate account and Operating Account, locate the relevant user and click 'EDIT'.

Step 2

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Scroll down to 'User Access Level' to edit as needed - 'Corporate Access' gives the user access to the Parent Account, plus all associated Operating Accounts (existing and new). 'Operating Account Level' enables you to select/deselect specific Operating Accounts.

Step 3

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You can also scroll down to the 'Permissions' section and amend as required. Click 'SAVE' to finish.

Step 3

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To disable account access, locate 'Disable corporate site access' and switch it to 'off', then 'SAVE'.

Question 7

Where can I find the transaction dispute form?

Accepted Answer

You can access the Transaction Dispute Form, along with instructions on how to complete it, here

Question 8

What can I do to keep my Centtrip card secure?

Accepted Answer

Centtrip are committed to keeping your money safe. As a reminder, PLEASE NEVER SHARE SENSITIVE INFORMATION OR SECURITY CODES, VIA ANY MEANS.

CENTTRIP WILL NEVER ASK YOU TO -

Share personal, account or card details, whether by phone, email, SMS, chat, or by entering information into your phone.
Provide full or partial digits from your 16 digit Centtrip card number, or ask you to enter this anywhere. Your full card number is only used for purchases - never give this number to ANYONE in any circumstances, other than when making a purchase yourself.
Provide (or key-in) Centtrip security or verification codes sent to you by email, SMS or generated in the app.
Transfer money to another account which is not in your name.

Please be vigilant - scammers are continually seeking new ways to attempt to ellicit sensitive information from you.

IF EVER IN DOUBT -

Best Practice Security Measures

Question 9

What is an 'Alternative Value' for a Corporate Label in Expense Management?

Accepted Answer

Every Corporate Label created in Expense Management can have an 'Alternative Value'.

Alternative Values can be an accounting code, tracking category or reconciliation or disbursement status. This is useful for mapping to internal accounting practices. Only the Corporate Label is visible for cardholder. The Alternative Value is stored with the transaction.

In the example below:

A - highlights one of the Corporate Label Groups: Expense Type

B - shows the individual labels within that particular Label Group

C - These are the alternative values (or accounting codes) for each label

Question 10

How can I download my Cardholder Labels to use as Corporate Labels?

Accepted Answer

Save time when creating Corporate Labels, by using your existing cardholder labels. Export in just a click, add the accounting codes and simply re-upload in batch to your chosen Corporate Label Group.

Sign into Expense Management and click the 'Cardholder Labels' button to export.
Edit or add to the list as required, and enter an Alternative Value for each label.

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Once complete, select 'CORPORATE LABELS' in Expense Management.
Identify the Group you want to add your new labels to (or create a new Group) and click

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Re-upload your XLS file and click 'Next' to import your labels as Corporate Labels.