Q: How do I set up Centtrip cards for my team?

Step 1 - Order Cards Sign into your account, visit MANAGE CARDS , and switch to the Order Cards tab and follow the steps to submit your card order form. Note - only users with authorisation to order cards can access this feature. https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/1RoTD2QIPb/Order%20Cards.png (Order Cards) Step 2 - Load Cards Once your cards have been created and are visible under MANAGE CARDS , visit LOAD CARDS from your account dashboard and transfer sufficient funds from your account to the new cards. Cards can be loaded in and hold up to 15 different currencies simultaneously. Load cards individually or load cards in batch . Step 3 - Distribute cards and activation instructions Once you receive your cards, you can distribute them to your team, along with our Cardholder Guide . This provides important, step-by-step instructions on how to activate the card and reveal the PIN. Step 4 - Set Alerts Create custom card balance and transaction alerts to avoid delays and help keep your account secure: Card Balance Alert: ensure a cardholder never runs out of funds by receiving a low card balance alert. Transaction Over Amount: set alerts to catch any unusual card spend and help keep your account secure. Transaction Declined: avoid potential delays by recieving a notification of any declined transactions.

Question 1

How do I set up Centtrip cards for my team?

Accepted Answer

Step 1 - Order Cards

Sign into your account, visit MANAGE CARDS, and switch to the Order Cards tab and follow the steps to submit your card order form. Note - only users with authorisation to order cards can access this feature.

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Step 2 - Load Cards

Once your cards have been created and are visible under MANAGE CARDS, visit LOAD CARDS from your account dashboard and transfer sufficient funds from your account to the new cards. Cards can be loaded in and hold up to 15 different currencies simultaneously. Load cards individually or load cards in batch.

Step 3 - Distribute cards and activation instructions

Once you receive your cards, you can distribute them to your team, along with our Cardholder Guide. This provides important, step-by-step instructions on how to activate the card and reveal the PIN.

Step 4 - Set Alerts

Create custom card balance and transaction alerts to avoid delays and help keep your account secure:

Card Balance Alert: ensure a cardholder never runs out of funds by receiving a low card balance alert.
Transaction Over Amount: set alerts to catch any unusual card spend and help keep your account secure.
Transaction Declined: avoid potential delays by recieving a notification of any declined transactions.

Question 2

How do I load or unload my Centtrip cards in batch?

Accepted Answer

Save time by loading (or unloading) multiple cards in batch. You can load different currencies to the same card, or unload cards, all in the same batch. There are two ways to do this:

Create a batch transfer within your account, or;
Complete and upload our batch template (note - this feature may need to be enabled for your account)

Method 1 - Create a batch transfer within your account

Watch 2-minute video:

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Method 2 - Complete and upload a batch template

Get a quick walkthrough:

Sign into your account and then click here to get a quick tutorial. Note: you must be signed in first.

Follow these steps:

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Sign in, visit the 'Load Card' tab and click 'UPLOAD BATCH'. Contact us if you cannot see this option.
Download either the XLS or CSV template provided on-screen and input details of the currencies and cards you want to load/unload:

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Currency – use the dropdown to select the the three-letter code of the currency you would like to transfer.
Direction – select whether to transfer funds to or from the card (back into the account).
Cardholder - enter the cardholder ID (CHID). Don't know the CHIDs? Run this report.
Amount - enter the value you want to load/unload for that currency.
If you want to load multiple currencies for the same card, please enter each currency onto an individual row.

Revisit the same 'UPLOAD BATCH' page of your Centtrip account, click 'CHOOSE A FILE...' and upload your saved template.
You will receive an email confirmation once your file has been processed (this can take up to 30 minutes).
Review the confirmation summary - any loads marked as 'Failed' will need to be reviewed, corrected and re-uploaded. All others have been successfully processed, so please do not re-upload these.

Why have some of my loads failed?

The most common reason for a failed card load is an incorrect Cardholder ID (CHID) in your submitted template. This may be a simple typo, but can also often occur if a card has been replaced and the old CHID has been entered. Please run this report to check the CHID, update your template and resubmit the failed row(s).

Question 3

How do I lock or unlock a card?

Accepted Answer

Cards can be locked and unlocked instantly via either the Centtrip app or your desktop account. Account Administrators are also able to lock/unlock any of the cards they manage, on behalf of a team member. Once locked, no debits or withdrawals can be made.

Using your desktop account:

Watch 1-minute video -

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Follow these steps -

Step 1

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Sign in and click on 'Manage Cards' in the navigation bar.

Step 2

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Use the filters or search-box to locate the card you want to lock or unlock.

Step 3

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Click on a card to open the details panel, and use the Lock/Unlock toggle as required. Once locked, no further transactions or withdrawals can be made. Unlock a card again anytime to use immediately.

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Using the Centtrip app:

Follow these steps -

Open the Centtrip app and tap the menu icon to open 'SETTINGS'.
Select ‘Lock or Unlock Card’.
Use the slider to instantly lock/unlock the relevant card.

Hints and tips

Contact Centtrip or your account administrator if you need to order a replacement card. Once ordered, new cards should arrive within 7-10 working days.
If ordering a replacement, any remaining card funds will need to be transfered back to your main account.
Cardholders can also lock/unlock their cards from the app, or report their card as lost or stolen.

Question 4

How can I update a cardholder's date of birth and mobile number?

Accepted Answer

Corporate Super Administrators are able to instantly update the date of birth (DOB) and mobile number associated with a card. These details are required for password reset, account activation and SMS PIN reminders.

When can this feature be used?

How to update a DOB / mobile number:

Step 1)

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Sign into your account and scroll down to the 'CARD BALANCES' section. Locate the card you want to update and click the 'EDIT' button.

Step 2)

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Scroll down to 'CARDHOLDER DETAILS', amend the DOB and/or mobile number and click 'UPDATE'.

Step 3)

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You will get an on-screen reminder that these updates will apply to any other cards which are registered to this email address. Click 'OK' to confirm your changes.

Step 4)

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If required, a replacement user can now reset the account password by visiting account.centtrip.com and clicking 'FORGOT PASSWORD'.

Question 5

What is the card base currency?

Accepted Answer

When ordering cards, you can select either EUR, GBP or USD as your preferred base currency.

This is the default currency in which card transactions will be made, unless another currency is specified at point of sale.

Transaction fees (such as ATM withdrawal or foreign exchange) are always charged in the card's base currency.

Question 6

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

*Limits are in GBP, or currency equivalent. Higher card balances, withdrawals and limits are available subject to status - please contact your Account Manager or Client Support if you would like to discuss this.

Account load by debit card (private accounts)

If you are a personal account holder, you can load funds to your Centtrip account using your GBP debit card.

The minimum load value is £250.

Question 7

Why was my card transaction declined?

Accepted Answer

You can check the reason for a declined transaction in your desktop Centtrip account.

Sign in and select View Transactions
Use the Select Card dropdown to pick the relevant card.
Choose the transaction currency and select SUBMIT
Scroll down to view transactions for that card. Declined transactions will be highlighted red.
Locate the relevant transaction and click to show more details.
The reason will appear under Declined Amount.

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The most common reasons are:

Question 8

Where can I find out more about the Centtrip card?

Accepted Answer

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The Centtrip prepaid card can hold funds in up to 15 currencies and offers the highest balances and transaction limits on the market. You can transfer funds between your account and card in seconds and view real-time expenditure via your desktop account or the app.

higher balances and limits available upon request, subject to approval.

How to order cards

You can download the Card Order Template within your Centtrip account, under Order Cards. Please note, you must be an approved Adminstrator on the account. View our step by step guide

Don't yet have a Centtrip account?

Question 9

How do I view pending card transactions in the app?

Accepted Answer

Sign into the app and follow the steps below -

From the 'TRANSACTIONS' screen, tap on the magnifying glass icon to expand filters.
Press 'Currency' and select the relevant one.
Tap 'Pending' to view transactions which have not yet cleared for your chosen currency.

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Question 10

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. Before you begin, ensure you have activated your card and signed into the app.

Tap on a transaction and follow the steps below -

1) Add custom labels

These can be anything that will help you identify, categorise or provide more information about an expense.

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2) 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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3) Attach photo receipts

Submit photo receipts 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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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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5) 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’.