Q: What are the different Centtrip EEA user types and permissions?

There are 3 different User Roles with varying degrees of access to certain features (see table below): Corporate Super Administrator (CSA) Corporate Administrator (CA) Corporate Administrator - Read only (RO) CSAs have access to the main corporate account and as all associated Operating Accounts, whereas CAs and ROs will only have access to select account(s).

Question 1

Am I authorised to open a Centtrip account on behalf of a business?

Accepted Answer

To be authorised to open a Centtrip account, you must be a director, beneficial owner or authorised signatory of the business you are applying on behalf of.

If you do not fall into any of these categories, you will need to complete our Account Application Authorisation Form and have this signed by a director, beneficial owner or authorised signatory.

Please be sure to upload this form during the online application process.

Question 2

What are the additional validation requirements for payment recipients?

Accepted Answer

From 01/02/2024 onward, the following additional validation requirements will apply to your Centtrip payment recipients, to ensure greater accuracy and enhanced security around your transactions.

1) Recipient Name

Initials -

Full names are required; recipients which have only an initial in the first name or last name field for individuals will not be accepted. Each name field must contain at least one full name part

Examples:*

* This applies only for beneficiaries of type 'individual'.

Numeric Characters -

Individual's names should not include any numbers. Company names can include numbers, but should not be made up entirely of numbers.

Examples:

Company Signifiers -

Company signifiers (e.g. Ltd, Inc, SA, GMBH etc.) must not be included in the Last Name field for individual recipients.

Example:

2) Recipient Address Details

The beneficiary address fields should not be populated with only numeric characters:

Before making a payment to a recipient in your Centtrip account, please check that these requirements are met. If not, you can vist Add Recipient and set your beneficiary up as a new recipient.

Question 3

What are the different Centtrip EEA user types and permissions?

Accepted Answer

There are 3 different User Roles with varying degrees of access to certain features (see table below):

Corporate Super Administrator (CSA)
Corporate Administrator (CA)
Corporate Administrator - Read only (RO)

CSAs have access to the main corporate account and as all associated Operating Accounts, whereas CAs and ROs will only have access to select account(s).

Question 4

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 5

Can I use my card to make contactless payments?

Accepted Answer

Yes! Being able to make contactless payments on the go with your Centtrip card is a simple and convenient method for making purchases.

However, from time to time you will still be required to insert your card into a card-reader and enter your PIN to verify the payment. This is to help prevent fraud and keep your money secure, wherever you are around the world.

There are also daily and cumulative limits to how much you can spend on your card using the contactless method, which can vary by both country and retailer.

If after successfully making a purchase using your PIN you find you are still unable to make contactless purchases, please contact Centtrip Support so that we may investigate further.

Please note, if your card is new, contactless payments will not be enabled until you have made a purchase using your PIN.

Question 6

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 7

How do I enable Corporate Labels in the app?

Accepted Answer

Streamline your reconciliation by enabling Corporate Labels in the app. This allows cardholders to attach your pre-set labels to expenses in just a tap. All labels are linked to accounting codes (which the cardholder won't see), making it easy to map expenditure to your own accounting practices, with less manual work and fewer errors.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/xkrfuztE6V/Corp%20Labels%20Template%20%284%29.png (Corp Labels Template (4).png)

To begin, sign into your Centtrip account and click Manage Expenses from the Navigation bar.
Click to open 'CORPORATE LABELS' and identify the Label Group(s) you want to add to the app.
Use the 'SHOW IN APP' toggle to switch this Group on (you can switch it off again at any time).
Cardholders will now be able to add your pre-set Corporate Labels to expenses via the app.
Share our guides on how to attach Corporate Labels to expenses and upload receipts with your cardholders.

Question 8

How do I view expenses which are missing receipts?

Accepted Answer

As an Administrator, you can easily view outstanding expenses by applying a quick filter.

Sign into your account and visit Manage Expenses. Open the filters tab and select Without receipts under Receipts. Click Update to apply.

Question 9

How do I view cardholder expenses which are ready to reconcile?

Accepted Answer

Filter on transactions which have a receipt attached to easily find expenses that are ready to reconcile. To get started, sign into your account and visit your expenses dashboard by clicking, 'Manage Expenses':

A. Click to open the 'Filters' tab

B. Locate the 'Receipts' filter and select 'With Receipts'

C. Press to 'Update' to apply your filter

Question 10

How do I check my balances and transactions in the app?

Accepted Answer

Open the app to view all your transactions in real-time.
Tap the search icon to filter transactions by currency, missing receipts, labels or type.
Select ‘YOUR BALANCES’ at the bottom of the screen to check balances across all the currencies you hold on your card.