Q: What are the different Centtrip EEA user types and permissions?

There are 3 different User Roles with varying degrees of access to certain features (see table below): Corporate Super Administrator (CSA) Corporate Administrator (CA) Corporate Administrator - Read only (RO) CSAs have access to the main corporate account and as all associated Operating Accounts, whereas CAs and ROs will only have access to select account(s).

Question 1

What are the different Centtrip EEA user types and permissions?

Accepted Answer

There are 3 different User Roles with varying degrees of access to certain features (see table below):

Corporate Super Administrator (CSA)
Corporate Administrator (CA)
Corporate Administrator - Read only (RO)

CSAs have access to the main corporate account and as all associated Operating Accounts, whereas CAs and ROs will only have access to select account(s).

Question 2

How can I check my card billing address for online transactions?

Accepted Answer

Your Centtrip card can be used for online transactions too - you simply need to ensure you enter the correct billing address during the checkout process.

To review your billing address, sign into the Centtrip app, tap on the menu icon as shown below, and select 'Your Details'.

Question 3

Where can I find out more about Centtrip's bank detail changes on 19th January 2024?

Accepted Answer

As part of changes to ensure Centtrip complies with all its regulatory obligations, our payment details will be updated on Friday 19th January 2023.

What do I need to do?

From 19th January 2024, please ensure you use our updated payment details whenever you load your account. This change will also affect FX conversions which you have chosen to settle by bank transfer.

Please remember to update any pre-existing details you may already have saved in your corporate bank account.

Where can I find the updated details?

Our updated details will be available in your account from 19th January. Please sign in, visit Load Account, and select a currency to view these securely.

To settle an FX conversion, please refer to your on-screen and email confirmation.

What happens if I use the old details in error?

Payments made using our pre-19th January details will be rejected and returned to your corporate bank account. You will need to make the transfer again using the new details. It may take several days for the funds to be returned to you, depending on your bank, currency and the date/time of the payment.

Which currencies does this affect?

These changes apply to payments made in ALL currencies. Please ensure you use the updated details.

What if I receive a warning message from my bank?

Banks may show a warning when you make a payment to the new account for the first time due to fraud prevention tools and processes. Please double-check that the details you've entered match those provided in the Centtrip platform exactly before confirming the payment.

Question 4

Where can I find information on the Centtrip services which are temporarily unavailable from 31st December 2023?

Accepted Answer

Due to changes we are implementing to ensure that Centtrip complies with all its regulatory obligations, our card ordering and account creation services will be temporarily unavailable from 31st December 2023. During this period you will be unable to order any new or replacement cards, or open additional accounts.

We apologise for any inconvenience this may cause and will be working diligently to ensure these services resume on 19th January 2024.

What do you need to do?

To avoid any disruption to your service, please make arrangements for any upcoming requirements at your earliest convenience, and no later than 31st December:

Order Centtrip cards - if you are likely to require any new or replacement cards between now and 19th January, please order these within your account. Please note, only authorised users can submit card orders.
Replace expiring cards - If you have cards expiring between now and the end of January, remember to order replacements - they will not be automatically re-issued. How can I run a report of expiring cards?
Set up accounts - create any new Accounts ready for the new year by applying online or completing the account set-up form and returning it to Client Support.

Please Note - We always recommend ordering spare cards, in case a card is lost or stolen and needs to be replaced urgently. You can order and reassign them to users instantly when needed.

Question 5

How can I generate a report of expiring cards?

Accepted Answer

Note - you will only be able to view cards associated with accounts which you have Administrator access to. Corporate Super Administrators will be able to generate a comprehensive report comprising all Centtrip cards across all accounts.

Sign into your Centtrip account and select Run Reports
Configure the report settings as follows:
- Ensure All Groups and All Accounts are selected
- Enter any date range (e.g. today's date) - this is unimportant for this report.
- Select All Currencies
- Tick the box - Include currencies with zero balance and no movement
- Choose Master Report from the Select Report Type dropdown.
- Then choose any currency as your base currency - again it does not matter for this report.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/mmAf3IEXP4/report%20on%20exp%20cards%201%20%281%29.png (report on exp cards 1 (1))

Click GENERATE REPORT.
You will receive an email when your report is ready. Hover over your name in the top-right, and click Requested Reports to download it.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/V5fajYa2a6/report%20on%20exp%20cards%202%20%281%29.png (report on exp cards 2 (1))

Once downloaded, open the final tab of the spreadsheet, labelled Data.
This sheet will show all of your Centtrip cards along with their expiry date (month and year). You can apply a filter to the Card Status column to hide any which have already been closed.

Question 6

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 7

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 8

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'.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/wH26ZeJs77/CSA%203.png

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

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/KT46jIt1AA/CSA%201.png (CSA 1)

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

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/SG5KcjffZy/CSA%202.png (CSA 1)

How can I check whether I am a CSA?

Question 9

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 10

How do I create Corporate Labels in batch?

Accepted Answer

Save time when creating Corporate Labels in Expense Management by completing our quick XLS template and uploading to your chosen Label Group in batch. You can also export your existing Cardholder Labels to re-upload these as Corporate Labels.

Using our XLS template:

Sign into Expense Management and open 'CORPORATE LABELS' from the left-hand menu.
Identify the Group you want to add your new labels to (or create a new Group) and click

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/ZcVHG2aGCR/Corp%20Labels%20Template.png (Corp Labels Template (3).png)

Download the XLS template and enter your new 'Label names' and their 'Alternative Values'.
Once complete, re-upload your XLS file and click 'NEXT' to import your new labels.