Question 1

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.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/RCJQnndICb/Dashboard.png (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
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
Payments - Make fast, secure and cost-effective payments directly from your account. Pay individually or in batch and schedule payments effortlessly. Learn more
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
Recipients - View and add to your list of payees and suppliers, either individually or in batch, ready for future payments. Learn more
Transactions - See all your global card and account transactions in real time. Learn more
Reporting - Generate tailored reports and keep track of your card and account expenditure in real time. Learn more

Question 2

Can I access more than one account from the Centtrip app?

Accepted Answer

Follow these steps to access more than one account from the Centtrip app:

Log in to the app (version 1.10.0 or later).
Select Switch Account.
Select LINK ACCOUNT and follow the prompts.

Hints & Tips

Easily swap between accounts by selecting Switch Account from Centtrip app. The account you're currently logged into will show a filled circle icon.
When using multi-factor authentication to log in to your desktop account, be sure to select the correct account in the Centtrip app before using the code.

Question 3

What does the card status "issued not active"  mean?

Accepted Answer

The 'issued not active' card status means the Centtrip card hasn't been activated yet. For help with this, see our instructions on how to activate your card.

Question 4

Why is my account still visible when I have signed out?

Accepted Answer

This is because your device is still linked to your account.

To unlink your device from your account:

Select the account
Log in using your credentials
Select Two-factor Authentication
Select Unlink Device
Sign out and the device will be unlinked from your account

Question 5

What can I use my Centtrip multi-currency Mastercard for?

Accepted Answer

You can use your Centtrip multi-currency Mastercard to make purchases online, over the phone and in store in more than 210 countries and territories. You can also withdraw cash at over 2.1 million ATMs displaying the Mastercard Acceptance Mark.

Find your nearest Mastercard ATM.

Question 6

Can I categorise my transactions?

Accepted Answer

Yes, you can.

Labels are a simple yet extremely effective new tool on our app that enables you to search your transactions more easily. Simply use available or create new labels online and on the app to categorise your expenses by projects, departments or events and better organise your transactions.

This new feature replaces hashtags and allows you to create as many categories as you need. Add a new category as you make a purchase or search existing labels to mark the transaction to easily identify it when running reconciliation either in real time or later on.

To add or create new label:

Tap on the transaction you want to categorise
Tap on ‘Labels’
Either select from the list of existing labels or create a new one
Tap ‘Done’

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/RcmOrlsY5G/Transactions_labels-640x452.jpg (Create new or use existing labels to categorise transactions)

Create new or use existing labels to categorise transactions

Customise existing labels and re-use them for future transactions. Both account administrators and users can create, edit and use the same labels online and on the app.

You can also export labelled transactions from and import them into your accountancy package for reconciliation and reporting purposes.

All labels are included in any transaction reporting.

Question 7

How can I share my transaction with others?

Accepted Answer

Sharing your transaction with others as you go is easy and takes seconds.

Click on the ‘Share’ icon in the top right corner
Type the email address
Click ‘Send’

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/Nrfn1bVAAf/Transactions_share-640x452.jpg (Share your transactions with your account administrator as you go)

Share your transactions with your account administrator as you go.