Question 1

How do I view my Centtrip transactions?

Accepted Answer

Administrators can run tailored reports via their desktop account, whilst cardholders can benefit from visibility of all their card activity on the go, via the Centtrip app.

Cardholders

Watch Video -

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From the 'TRANSACTIONS' screen, tap on the magnifying glass icon to expand filters.
Press 'Currency'.
Select the currency you would like to view transactions for.

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Tap on a transaction to view more details.
Scroll down to attach receipts, labels and notes instantly.
Switch to the 'Pending' tab to view transactions which have not yet cleared.

Administrators

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From the Transactions page, choose either Card Transactions or Account Transactions.
If you select Card Transactions, you’ll be able to pick a particular card.
Choose a currency to show the report in and click SUBMIT. You will now be able to view your transaction report online, or export as a PDF or XLS document.
Click into a transaction line to view more details and related documents, such as receipts.

Hints & Tips

Access 'Transactions' via the navigation bar of your desktop account, or click a particular card or account balance from your Centtrip dashboard to instantly view the last 30 days.
As standard, Centtrip reports will exclude transactions from cards which have been closed. To change this, hover over your name in the top right of your account and select Settings from the dropdown. Change ‘View closed cards’ to ‘Yes’ and click MODIFY.
View transactions for multiple, select cards. Click the Centtrip logo to visit your account homepage and scroll down to the CARD BALANCES section. Select the silhouette icon next to any cards you are interested in and click EXPORT.
Once your report has been generated, you can enter a custom start and end date to view up to a year’s worth of transactions, for the time period of your choice. Alternatively, 5-year reports can be run from the CARD BALANCES section of your account homepage.

Question 2

How can I apply to open a Centtrip account?

Accepted Answer

Please submit a secure, online application -

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Visit application.centtrip.com.
Sign in or REGISTER to create an account.
Click the 'New Application' button in the top-right.
Complete the required fields and upload any acceptable supporting documentation.
Your progress can be saved to continue later if needed. Submit your application when ready.
Once submitted, your application will be reviewed and we will be in contact regarding the status, or if any additional information is required.
If/when approved, the first user created will be a Corporate Super Administrator (CSA). The CSA can then add and manage users on the account.

IMPORTANT - if you are submitting an application on behalf of another organisation, please contact our Partnerships Team.

Question 3

How do I reassign a spare card to a named user?

Accepted Answer

The 'Reassign Cards' feature can be used if you have ordered spare cards ahead of a project or requirement (eg. SPARE CARD 1 / SPARE CARD 2 etc) and are now ready to assign them to nominated users.

Reassigning a card will update the email address, date of birth and mobile number associated with the card, enabling the new user to sign into the account and manage the card. Existing users will be able to view the card within their account, and new users will recieve an instant activation email.

Watch quick video -

Follow these steps -

Reassign to an existing user:

Step 1

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

Step 2

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Locate the card you want to reassign, and click it to open the Card details panel.

Step 3

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Click the 'REASSIGN CARD' button.

Step 4

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Choose 'Select existing cardholder' and then click 'Next'.

Step 5

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Search for the email address of the existing user who you want to reassign the card to. Select this user and click 'Continue'.

Step 6

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Check the details are correct and click 'Reassign card' to finish. The card will be added to the user's existing account, so they can sign into the app to reveal their PIN and manage the card.

Reassign to a new user:

Step 1

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

Step 2

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Locate the card you want to reassign, and click it to open the Card details panel.

Step 3

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Click the 'REASSIGN CARD' button.

Step 4

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Choose 'Create new cardholder' and then click 'Next'.

Step 4

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Enter the details of the new cardholder and click 'Create'.

Step 6

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Check the details are correct and click 'Reassign card' to finish. The new user will receive an activation email, and be able to view and manage the card via the app.

When should I use this feature?

Question 4

How do I add a new recipient (payee)?

Accepted Answer

To begin enjoying fast, secure and cost-effective domestic and international payments, first you need to create your Centtrip list of suppliers and payees. You can do this quickly and easily by adding them to your Recipients list, either individually on an ad hoc basis, or in batch.

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:

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Click ADD RECIPIENT and enter the account and payment details of your new payee into the form.
Note - you must select the currency you intend to make payment(s) to this recipient in. To send payments in another currency, please set up your recipient for each currency.
You will need to verify your new recipient as a Trusted Payee. Select your preferred verification method from the dropdown; Email or Mobile App.
Follow on-screen instructions to enter your app or email generated security code and 'SUBMIT'.

Hints & tips

Anyone with approval rights will be notified of your request by email. If approval is not required your new payee will be set up immediately.
Unable to authenticate using the app? Change the ‘One Time Authenticator’ dropdown to ‘One Time Email’ and follow the on-screen instructions.
Please ensure you enter a nickname when completing the new recipient form. This field is required and makes it easier for you to find and manage your payees.
Click the star icon to favourite recipients you need to pay regularly.
Save time by uploading multiple payees in batch. Click UPLOAD RECIPIENTS at the top of the Recipients page and follow the on-screen instructions.

Question 5

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 -

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.

Using the Centtrip app:

Watch 1-minute video -

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 6

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 7

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.

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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:

Question 8

Where can I find out more about the changes to my payment services on 1st February 2024?

Accepted Answer

On 1st February 2024, the following changes were implemented and will apply to certain payments made from your Centtrip account:

The beneficiary details required for making Euro payments have changed;
- Euro payments to the US will now require the beneficiary's account number and SWIFT or BIC.
- Euro payments to the Isle of Man, Jersey, or Guernsey will now require an IBAN and SWIFT or BIC.
To provide extra payment security, additional validation requirements will apply to any beneficiary details saved in your account under a Recipient.

What do you need to do?

Payments that do not meet the requirements above will be returned to you.

Question 9

What should I do if I've forgotten my password?

Accepted Answer

You can reset your password instantly via the app or your desktop account

Using your desktop account

If you do not receive your verification code, please contact Client Support.

Using the app

Question 10

How do I close a Centtrip card?

Accepted Answer

If you want to close a Centtrip card which is no longer required, you can do this within the 'Manage Cards' section of your desktop account.

Please note - you will only be able to access this feature if you are a corporate account holder. For personal accounts, please contact Centtrip Support.

[how-tos][figure]Sign in and click on 'Manage Cards' in the navigation bar. [/figure][[figure]Use the filters or search-box to locate the card you want to close.[/figure][figure]Click on a card to open the details panel, and then click 'CLOSE CARD'. [/figure][/how-tos]