How do I set up and manage alerts and notifications?
Set up a variety of custom alerts and choose who receives them to ensure you can stay one step ahead of any potential issues, before they happen.
Which platform are you using?
Set up a variety of custom alerts and choose who receives them to ensure you can stay one step ahead of any potential issues, before they happen:
- Card Balance Alert: ensure cards never run out of funds by receiving an alert when funds are low
- Transaction Over Amount: catch any unusual card spend and help keep your account secure
-
Transaction Declined: prevent delays caused by declined transaction
How to set them up
All alerts are set up in the same way:
- Click or hover over the settings icon in the top right corner of the screen
- Click 'Alerts / Market Orders'.
- Choose an alert type from the dropdown menu
- Search for the relevant card and click 'EDIT' to create your alert.
- Depending on which alert you've selected, you will be promoted to enter a value, or simply to select how you would like to be notified.
- Tick your preferred options and click 'OK' to save and activate your alert.
Watch an example
Cardholders
As a cardholder, you can choose to receive notifications when a card transaction is declined and/or when a transaction is successful. Declined transaction alerts can help you identify and resolve issues sooner, while successful transaction notifications make it easier to monitor your card activity and quickly spot anything you don’t recognise.
You can manage your notifications within the Centtrip app:
- Sign into the app and tap the MANAGE CARD button
- Select MANAGE NOTIFICATIONS
- Use the toggle to specify whether you would like to receive notifications for:
- Declined transactions and/or
- Successful transactions
Administrators
Set up transaction alerts for admins and cardholders
As an admin, you can manage transaction notifications from your desktop account. Choose whether to receive alerts for declined and/or successful card transactions, and whether notifications should be sent to admins, cardholders, or both.
Manage transaction alerts for admins and cardholders:
- Sign into your account and visit MANAGE CARDS
- Switch to the Notifications tab at the top of the screen
- Use the toggles to choose whether to send notifications for declined and/or successful transactions, and who should receive them.
Configure your own admin notifications
Available notification types include:
- Funds received - when a deposit is received
- Payments awaiting approval - when a payment requires your approval
- Recipients awaiting approval - when a recipient requires your approval
- Payment sent - when a payment has been sent
- Payment with FX sent - when a payment involving a currency exchange has been sent
- Batch payment summary - a summary of payments included in a batch
- Batch payment with FX summary - a summary of batch payments involving currency exchange
- Payments declined - when a payment is declined
- Currency conversion confirmation - confirmation that a currency conversion has been completed
- Forward contract summary - a summary of your forward contracts
- Funds transferred to card - when funds are transferred to a card
Configure which notifications you receive:
- Sign in and click on your name in the top-right corner
- Choose My details from the dropdown menu
- Scroll down to Notifications and choose your notification preferences
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Not receiving transaction alerts?
This may be because an administrator has disabled them for the account.