Question 1

How do I export reports from Centtrip?

Accepted Answer

Manage your business expenditure and save valuable time with our suite of reporting templates. Sign into your desktop account and select Run Reports to begin.

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If you have multiple groups or accounts, you can choose which you would like to include in your report.
Select a custom date range.
View account expenditure across the globe, or focus on a particular currency.
Choose from our selection of ready-made report templates.

Hints & Tips

Select a base currency for your report. Using the dropdown menu to select a base currency will convert your global transactions, payments and spending into your preferred currency, for simpler reconciliation and control.
Include currencies with zero balance and no movement. Tick the checkbox to view all accounts and/or cards in your report, regardless of whether there has been any activity.
Generate an exchange rate report. Get a snapshot view of current exchange rates across all your available currencies. Click EXCHANGE RATE

Question 2

How do I convert currency?

Accepted Answer

Get direct access to the live currency market via your desktop account and the app. Purchase currency at transparent, competitive rates to send to your Centtrip account, load to your Centtrip card(s) or make a payment .

Using your desktop account

Q: What happens if I do not have sufficient funds for my payment and payment fee?

Payments are subject to our standard payment fees , which will be automatically debited from your Centtrip account balance, in the currency of the payment. You can check your payment fees in your account Fee Schedule . If you are sending a payment without a conversion and do not hold enough funds to cover both the payment value and the payment fee, your payment will not be sent. Please load additional funds (in the currency of the payment) and try again.

Watch this 2-minute video:

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Follow these steps:

Select the currency you would like to convert from, and the currency you would like to purchase.
Enter an amount in either the Convert From or Convert To box.
Select how you would like to pay -
- Centtrip Account - use funds held on your Centtrip account;
- Centtrip Card - Use funds from one of your Centtrip cards, or;
- Bank Account - Make a transfer from your corporate bank account
Choose where to send purchased currency -
- Centtrip Account - load it to your Centtrip account;
- Centtrip Card - transfer it to one of your Centtrip cards, or;
- Bank Account - use it to make a payment to one of your recipients.
Click 'GET RATE' to view the live exchange rate and then 'CONFIRM' to complete.

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Get a quick walkthrough:

Sign into your account and then click here for a quick tutorial (you must be signed in first).

Using the Centtrip app

Sign into the app and tap 'Convert Currency'
Choose where you would like to send your purchased currency; 'My Account', 'Recipient', or 'My Card'. Then press 'NEXT'.
Select the currencies you would like to conver from and to, and tap 'NEXT'.
Review the live rate, enter the amount, and press 'NEXT'.

If you are buying currency and want to pay from your bank account, you will need to transfer the balance within 24 hours and will receive your purchased currency as soon as this has been settled.

Question 3

How do I view my card transactions for another currency in the app?

Accepted Answer

Your Centtrip card enables you to make transactions in up to 15 currencies, which you can view in the app.

To change the currency -

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Visit the 'VIEW TRANSACTIONS' screen of the app and tap the magnifying glass icon to expand filters.
Press 'Currency'.
Select the currency you would like to view transactions for.

Question 4

How do I approve payments?

Accepted Answer

If you have with authority to approve payments, you will receive a notification whenever a payment is submitted.

Sign into your Centtrip account
Select 'Send Payments'
Then 'APPROVALS'

Question 5

How do I view closed or expired cards in my account?

Accepted Answer

If some of your Centtrip cards have been closed or have expired, these may be hidden from your account dashboard and the reports you run. This is designed to help keep your account clear and easy to manage.

However, you can make a quick change in your account settings to unhide them.

Unhide closed and expired cards:

You can now return to your account dashboard by clicking the Centtrip logo, and all closed and expired cards will now be visible.

View our guide on how to run a report on multiple cards and currencies.

Question 6

What happens if I do not have sufficient funds for my payment and payment fee?

Accepted Answer

Payments are subject to our standard payment fees, which will be automatically debited from your Centtrip account balance, in the currency of the payment.

You can check your payment fees in your account Fee Schedule.

If you are sending a payment without a conversion and do not hold enough funds to cover both the payment value and the payment fee, your payment will not be sent. Please load additional funds (in the currency of the payment) and try again.

Question 7

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 8

How do I add labels and receipts to my transactions?

Accepted Answer

Upload instant photo receipts and label transactions on-the-go, using the Centtrip app.

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Sign into the app and tap on a transaction to view more details and get started.
'Add Labels...' - Tap to enter your own custom labels. These can be anything that will help you identify or provide more information about the expense.
'Select Corporate Label...' - Add your organisation's pre-set labels to expenses. Start by selecting a Label Group (there may be multiple) to view the associated labels, and simply tap to add one. For example, your company may have created a Label Group for 'Expense Type' and 'Department' - from the first group, you might select 'Travel' for a plane ticket expense, and then 'Sales' as your department. Corporate Labels are custom to your organisation.
'Add receipt...' - There's no need to hold onto paper receipts or submit manual expense forms. Tap 'Add receipt' to take a quick photo and upload in seconds, as and when you spend.

Can't see Corporate Labels? Your organisation may need to set up their Corporate Labels, or enable them in the app.

Hints and tips

Download the Centtrip app for your iOS or Android device and access our Cardholder Guide for sign-in instructions.
View our quick guide on how to filter to show transactions with missing receipts.
Attachments are visible to corporate admins. They can be uploaded, viewed or downloaded from the 'Transactions' screen of the desktop account.

Question 9

How do I order Centtrip cards?

Accepted Answer

Order new Centtrip cards directly within your account, individually or in batch. Tailor your delivery preferences, specify a custom delivery address and contact, and order cards in a few quick steps. Once placed, you can keep track your order progress in real time from the 'Batch Card Results' tab.

Note - only users with authority to order cards can access this feature. If you cannot see the 'Order Cards' feature, please speak to your Administrator.

Watch 2-minute video -

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Follow these steps -

[how-tos][figure]Step 1 - Sign into your account and click on 'Manage Cards' in the navigation bar. [/figure][figure]Step 2 - Switch to the 'Order cards' tab (A) and press 'Next' (B). Can't see this?[/figure][figure]Step 3 - Review the card billing address, and click 'Next'.[/figure][figure]Step 4 - Choose your preferred shipping method (A), select a delivery address (B), or click 'ADD DELIVERY ADDRESS' to create a new one (C). Click 'Next' to continue (D).[/figure][figure]Step 5 - Select a delivery contact or 'CREATE NEW' to add another, then click 'Next'.[/figure][figure]Step 6 - Review your delivery choices (A), then download the card order template (B), and fill this out, with reference to the on-screen 'Validation requirements' (C).[/figure][figure]Step 7 - Once complete, scroll down and upload your completed card order form (A), then click 'Next' (B).[/figure][figure]Step 8 - If there were any errors, you will be informed what these are so that you can correct and re-submit your order. Once submitted, you will be able to keep track of progressfrom the 'Batch card result tab'.[/figure][/how-tos]

Question 10

How do I get the best rate when withdrawing from an ATM?

Accepted Answer

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You can use your Centtrip card to withdraw from any cash machine displaying the Mastercard Acceptance Mark above.

When taking out money, the ATM will usually give you a couple of withdrawal options to:

Process the transaction in local currency
Use the ATM’s conversation rate.

We highly recommend selecting option 1 to ensure you take out the currency held on the card and avoid any conversion fee being applied by the ATM operator.

If you select option 2 when you have the local currency on your Centtrip card, the ATM will identify it as a UK card and process the withdrawal in GBP. This means the local currency will be converted to GBP on your card and then back at the ATM’s rate, which tends to be very poor. You may also incur additional fees.

For more information about our ATM withdrawal fees, see what are your card fees?

If you require further assistance, contact us using the details at the bottom of this page.