Q: How do I complete the transaction dispute form?

Please download and complete the TRANSACTION DISPUTE FORM carefully, with reference to the instructions below. Return your completed form to help@centtrip.com . Note - If fraud has occured across multiple cards , please submit separate dispute forms for each card . If more than one fradulent transaction has been made on a single card, please attach an account statement with each of these transactions highlighted. Completing your form https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/yhaRJLvQWY/dispute%20transaction%20image.png (dispute transaction image)

Question 1

How do I access my Centtrip dashboard?

Accepted Answer

Your dashboard will be the first page you see after signing into your Centtrip desktop account.

You can also click the Centtrip logo to go back to your dashboard at any time.

Question 2

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.

Question 3

How do I complete the transaction dispute form?

Accepted Answer

Please download and complete the TRANSACTION DISPUTE FORM carefully, with reference to the instructions below. Return your completed form to help@centtrip.com.

Note -

If fraud has occured across multiple cards, please submit separate dispute forms for each card.
If more than one fradulent transaction has been made on a single card, please attach an account statement with each of these transactions highlighted.

Completing your form

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/yhaRJLvQWY/dispute%20transaction%20image.png (dispute transaction image)

Question 4

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 5

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.

Watch 2-minute video -

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/LtDdIiGudW/Untitled%20design%20%2825%29.png (Untitled design (25))

Visit the 'View Transactions' screen -

1) 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.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/guLPTXtwvx/missing%20receipts.png (missing receipts)

Tap on the search icon on the Transactions screen.
Select 'Receipts'.
Select ‘Transactions without receipts’ and press ‘DONE’.

2) Attach photo receipts

Tap on a transaction to submit a photo receipt 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.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/dPtYxx4OoD/FAQ%20STEPS%20FINAL%20SIZE%20-%20no%20numbers.png (85 (87).png)

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3) 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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https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/mTfzn2LHZl/CORP%20LABELS%20%282%29.png (82 (85).png)

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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.

[how-tos][figure][/figure][figure][/figure][/how-tos]

Question 6

How can I download my Cardholder Labels to use as Corporate Labels?

Accepted Answer

Save time when creating Corporate Labels, by using your existing cardholder labels. Export in just a click, add the accounting codes and simply re-upload in batch to your chosen Corporate Label Group.

Sign into Expense Management and click the 'Cardholder Labels' button to export.
Edit or add to the list as required, and enter an Alternative Value for each label.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/GnkouugHGo/Corp%20Labels%20Template%20%282%29.png (Corp Labels Template (2).png)

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Re-upload your XLS file and click 'Next' to import your labels as Corporate Labels.

Question 7

How do I manage card expense receipts, labels and notes?

Accepted Answer

Expense Management makes it easy to view and manage expense receipts, labels and notes. We recommend filtering on transactions with receipts attached and then follow the steps below.

Watch 2-minute video -

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/LtDdIiGudW/Untitled%20design%20%2825%29.png (Untitled design (25))

Follow these steps -

[how-tos][figure]Click on a transaction line to expand more details and manage the expense.[/figure][figure]View or download a Cardholder Receipt added via the app, or upload one from file.[/figure][figure]If your organisation has set up and enabled Corporate Labels in the app, you'll be able to review any which have been added by the cardholder. You can also attach them yourself via a quick dropdown.[/figure][figure]Review and edit the Cardholder Labels - these are custom tags which help cardholders to categorise and identify their expenses. You may want to provide guidance on how to use these.[/figure][figure]Enter custom Administrator Notes. Make a note of an incorrect receipt, an approval status or tax code - anything that will assist your accounting processes.[/figure][figure]Review Cardholder Notes which have been added via in the app. These can provide additional information about the reason for or nature of the expense.[/figure][/how-tos]

Question 8

How can I increase my account or card limits?

Accepted Answer

Centtrip accounts and cards are set up with our 'Standard' limits by default. Please contact your Account Manager or Client Support if you would like to request a change to your limits.

You can view our different limits here.

Question 9

What does the card status "issued not active"  mean?

Accepted Answer

The 'issued not active' card status means the Centtrip card hasn't been activated yet. For help with this, see our instructions on how to activate your card.

Question 10

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:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/LtDdIiGudW/Untitled%20design%20%2825%29.png (Untitled design (25))

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:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/oHwAf5gX19/Batch%20Load.png (Batch Load.png)

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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).