What can I do from my account dashboard?

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.

1. Access all your main account features via the navigation bar:

   • Load Account - Transfer funds to your account in up to 15 currencies.
   • Buy Currency - Convert currency at live market rates, without the hefty bank charges.
   • Payments - Make fast, secure and cost-effective payments directly from your account.
   • Manage Cards Order cards individually or in batch, directly within your account.
   • Load Cards - Transfer funds between your account and any associated cards in seconds.
   • Recipients - View and add to your list of payees and suppliers, ready for future payments.
   • Transactions - See all your global card and account transactions in real time.
   • Reporting - Generate comprehensive and tailored reports.
   • Manage Expenses - View and manage cardholder expenses, receipts and labels.

2. View your account balance in each currency. Click on any balance to run an instant transaction statement for that currency.

3. Click VIEW TOTAL BALANCES to view combined account and card balances.

4. Any pending transactions will be displayed here - if a recipient is ever awaiting a payment, you can always check to see if it is here.

5. Account settings:

   • Click or hover over your name to view your details, account fees, or update your telephone number or password.
   • Select the bell icon to view, manage or set up card transaction and balance alerts.
   • The question mark will take you to our support pages.
   • Settings will enable you to add or manage users (if you are a Super Administrator).

Run Card Reports: