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

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 2

How I can check the live foreign exchange rate?

Accepted Answer

You can check the live market rate for your specified currency pairing, anytime via your Centtrip account.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/ecVJlhjDtY/1%20%2832%29.png (1 (32))

Sign into your Centtrip account
Click to open the 'LIVE RATES' tab from your dashboard
Select your currency pairing and enter the amount you want to convert from, or to.
Then click 'GET RATE' to view the live market rate
You can also click 'SET ALERT' to recieve an instant notification if your target rate is achieved
Or, 'PLACE ORDER' to automatically execute your conversion if your target rate is acheived
Click Buy Currency to convert now at the live market rate

Question 3

How do I set alerts for target foreign exchange rates?

Accepted Answer

Your Centtrip account makes it easy to purchase currency when the rate is right for you. Create custom Rate Alerts and receive an instant notification when your target rate is achieved.

Let us walk you through it:

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

- OR -

Follow the steps below:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/dHNlBQat6s/rate%20alerts2.png (rate alerts2.png)

Sign into your account and click the 'LIVE RATES' tab on the left of the screen.
Use the dropdown menus to select the currencies you would like to exchange.
Click 'GET RATE' to view the live market rate for these currencies.
Select 'SET ALERT' and enter your target conversion rate into the box (for example, 1.44).
Click 'ABOVE THIS RATE' to set your alert and be notified via email as soon as the live market rate reaches (or exceeds) your target rate.
You can then purchase currency within your account, or contact our currency experts to learn more about developing your currency strategy.*

Please note - the rate is live and continually updating. Please log into your account to check the latest live rates.

Cancel your alert at any time

Click or hover over the Settings cog in the top-right of your account.
Select 'Alerts / Market Orders' and choose 'Rate Alerts' from the dropdown menu.
View your active alerts and click 'REMOVE' next to any you would like to cancel.

Question 4

How do I accept a CenttripNow invitation?

Accepted Answer

CenttripNow enables funds to be transferred instantaneously between connected Centtrip accounts, completely free of charge - 7 days a week, day or night. All you need to do is connect the relevant accounts via the CenttripNow network.

To accept a CenttripNow invitation -

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Sign into your Centtrip account and click Add Recipients.
Click the ADD CENTTRIPNOW button.
Submit the unique invitation code
Remember to share your own code with anyone you would like to send instant payments to.

Don't yet have a Centtrip account?

You can apply for a Centtrip account securely online.

What are the benefits of a Centtip account?

Manage all your deposits, inflows, payments, expenses and foreign exchange in 15 major currencies from a single account, wherever you are.

Deposit and manage 15 major currencies in unlimited amounts
Make domestic and international payments in seconds
Send or receive free, instant payments from accounts in your CenttripNow network
Enoy the highest prepaid card balances and spend limits with the Centtrip card
Move funds between accounts and cards, instantly and securely
Create separate cost centres, with tiered permissions and budgets
Convert all major currencies at live-market rates
Generate tailored, real-time, anytime reports to keep track of spend
Integrate with your accounting and finance systems

TELL ME MORE

Question 5

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.

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 6

Why was my card transaction declined?

Accepted Answer

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

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/mepFcZPQDY/Screenshot.png (Declined Transactions)

The most common reasons are:

Insufficient Funds - an Administrator will need to load additional funds to the card.
Offline pins exceeded or Restricted Card - your card has been temporarily blocked due to too many incorrect PIN attempts or an offline terminal. Please contact Client Support to unblock it for you.

Question 7

What is a card balance alert and how can I set one up?

Accepted Answer

Receive an instant notification if the balance on a specified card falls below a custom value.

Administrators, via email
The cardholder, via email
The cardholder, via SMS

View our guide on how to set up alerts

Question 8

What is a foreign exchange spot transaction?

Accepted Answer

A foreign exchange SPOT transaction (or SPOT trade) is an agreement to buy or sell a particular currency pairing for immediate delivery (within 48 hours), at the current exchange rate. The SPOT Rate is the real-time exchange rate between 2 currencies that we can offer at the point of executing the transaction.

You can purchase currency at the spot rate directly within your Centtrip account.

Question 9

How can I export a list of my current Centtrip cards to review?

Accepted Answer

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/ChV0ShzesX/CARDS%20REPORT.png (CARDS REPORT.png)

Sign into your account and scroll down to the 'CARD BALANCES' section at the bottom of your dashboard.
Cick the person icon at the top (next to FIRST NAME) to instantly select all cards.
Click the 'EXPORT XLS' button
Enter a date range. To include all cards, we recommend entering the date the account was opened to present day.
Then EXPORT EXCEL. Your report will download automatically to your browser.
The 'Summary' tab will show all the cards issued within your date range, along with their Cardholder ID and current balances. You can delve into expenditure for each card by switching between the other tabs.

Question 10

What are the browser requirements for using my Centtrip account?

Accepted Answer

Your Centtrip account is compatible with all main web browsers, however, for optimal performance, we recommend using the latest version.

Versions below the following minimum requirements are not compatible:

This is to ensure your account is as secure as possible.

How do I check my browser version?

In your browser toolbar, click help or settings, then choose the menu option starting 'About...'.

You will then be able to see which type and version of browser you are using.

How do I update my browser?

Most browsers will update themselves automatically, but if your browser is out of date for any reason, you can manually update it by following the steps above and clicking the update button. Please close and relaunch your browser to apply the changes.