Q: How do I set up Centtrip cards for my team?

Step 1 - Order Cards Sign into your account, visit MANAGE CARDS , and switch to the Order Cards tab and follow the steps to submit your card order form. Note - only users with authorisation to order cards can access this feature. https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/1RoTD2QIPb/Order%20Cards.png (Order Cards) Step 2 - Load Cards Once your cards have been created and are visible under MANAGE CARDS , visit LOAD CARDS from your account dashboard and transfer sufficient funds from your account to the new cards. Cards can be loaded in and hold up to 15 different currencies simultaneously. Load cards individually or load cards in batch . Step 3 - Distribute cards and activation instructions Once you receive your cards, you can distribute them to your team, along with our Cardholder Guide . This provides important, step-by-step instructions on how to activate the card and reveal the PIN. Step 4 - Set Alerts Create custom card balance and transaction alerts to avoid delays and help keep your account secure: Card Balance Alert: ensure a cardholder never runs out of funds by receiving a low card balance alert. Transaction Over Amount: set alerts to catch any unusual card spend and help keep your account secure. Transaction Declined: avoid potential delays by recieving a notification of any declined transactions.

Question 1

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 2

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 3

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.

Question 4

How can I track and manage cash expenditure as an Administrator?

Accepted Answer

Centtrip's comprehensive expense management solution enables you to track and manage all your transactions in one place, even those made in cash. So whether your team spend funds from an ATM, or receive a cash top-up, nothing is unaccounted for. Administrators can view and manage cash expenses via their dedicated 'Cash' dashboard, within 'Manage Expenses'.

1. Record cash expenses & receipts -

CARDHOLDERS:

Cardholders can record their cash transactions and attach photo receipts and labels in a couple of taps, within the Centtrip app. Share our how-to guide and video with your team to get them started:

ADMINISTRATORS:

Administrators can also record cash expenses, as well as cash top-ups, within the 'CASH' dashboard of their desktop account:

Watch quick video -

Follow step-by-step guide -

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Click 'CASH' to visit the dedicated cash management dashboard.

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Click 'Add transaction' to record a new cash transaction.

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Select your cash transaction type: (A) Cash spend is a transaction made using funds from an ATM withdrawal. (B) Cash top-up is a cash sum given to a user from the account. Complete the required information and click 'Next'.

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Review the summary and press 'Next' to continue.

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Click on the newly created cash transaction (A) to open the 'Transaction details' panel (B).

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Upload an expense receipt (A) and attach any pre-set Corporate Labels using the dropdowns (B).

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VIEW CARDHOLDER INSTRUCTIONS

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2. View and manage cash expenses & receipts -

Watch quick video -

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3. Export custom cash reports -

Watch quick video -

Follow step-by-step guide -

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From your 'CASH' dashboard (A), click to open 'Filters' and tailor your data as required (B). Select 'with receipts' to view expenses which are ready to reconcile. Click 'Update' to apply your changes (C).

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Switch to the 'Fields' tab (A) and select/deselect fields to suit your requirements (B). Note - your custom Corporate Labels can also be added as fields. Finally, specify a date range for your report (C).

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Click 'XLXS' to export your customised report (A) and visit 'REQUESTED REPORTS' to download (B).

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4. View your cash ledger -

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From your 'CASH' dashboard (A), switch to the 'Balances' tab (B) to view your cash ledger. Tailor the date range and currency as needed (C).

Note - Cash Manager currently only supports GBP/EUR/USD transactions (other currencies coming soon).

Question 5

Where can I find information on the Centtrip services which are temporarily unavailable from 31st December 2023?

Accepted Answer

Due to changes we are implementing to ensure that Centtrip complies with all its regulatory obligations, our card ordering and account creation services will be temporarily unavailable from 31st December 2023. During this period you will be unable to order any new or replacement cards, or open additional accounts.

We apologise for any inconvenience this may cause and will be working diligently to ensure these services resume on 19th January 2024.

What do you need to do?

To avoid any disruption to your service, please make arrangements for any upcoming requirements at your earliest convenience, and no later than 31st December:

Please Note - We always recommend ordering spare cards, in case a card is lost or stolen and needs to be replaced urgently. You can order and reassign them to users instantly when needed.

Question 6

How do I accept a CenttripNow invitation?

Accepted Answer

CenttripNow enables funds to be transferred instantaneously between connected Centtrip accounts, completely free of charge - 7 days a week, day or night. All you need to do is connect the relevant accounts via the CenttripNow network.

To accept a CenttripNow invitation -

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Sign into your Centtrip account and click Add Recipients.
Click the ADD CENTTRIPNOW button.
Submit the unique invitation code
Remember to share your own code with anyone you would like to send instant payments to.

Don't yet have a Centtrip account?

You can apply for a Centtrip account securely online.

What are the benefits of a Centtip account?

Manage all your deposits, inflows, payments, expenses and foreign exchange in 15 major currencies from a single account, wherever you are.

Deposit and manage 15 major currencies in unlimited amounts
Make domestic and international payments in seconds
Send or receive free, instant payments from accounts in your CenttripNow network
Enoy the highest prepaid card balances and spend limits with the Centtrip card
Move funds between accounts and cards, instantly and securely
Create separate cost centres, with tiered permissions and budgets
Convert all major currencies at live-market rates
Generate tailored, real-time, anytime reports to keep track of spend
Integrate with your accounting and finance systems

TELL ME MORE

Question 7

How do I set up Centtrip cards for my team?

Accepted Answer

Step 1 - Order Cards

Sign into your account, visit MANAGE CARDS, and switch to the Order Cards tab and follow the steps to submit your card order form. Note - only users with authorisation to order cards can access this feature.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/1RoTD2QIPb/Order%20Cards.png (Order Cards)

Step 2 - Load Cards

Once your cards have been created and are visible under MANAGE CARDS, visit LOAD CARDS from your account dashboard and transfer sufficient funds from your account to the new cards. Cards can be loaded in and hold up to 15 different currencies simultaneously. Load cards individually or load cards in batch.

Step 3 - Distribute cards and activation instructions

Once you receive your cards, you can distribute them to your team, along with our Cardholder Guide. This provides important, step-by-step instructions on how to activate the card and reveal the PIN.

Step 4 - Set Alerts

Create custom card balance and transaction alerts to avoid delays and help keep your account secure:

Card Balance Alert: ensure a cardholder never runs out of funds by receiving a low card balance alert.
Transaction Over Amount: set alerts to catch any unusual card spend and help keep your account secure.
Transaction Declined: avoid potential delays by recieving a notification of any declined transactions.

Question 8

What are the browser requirements for using my Centtrip account?

Accepted Answer

Your Centtrip account is compatible with all main web browsers, however, for optimal performance, we recommend using the latest version.

Versions below the following minimum requirements are not compatible:

This is to ensure your account is as secure as possible.

How do I check my browser version?

In your browser toolbar, click help or settings, then choose the menu option starting 'About...'.

You will then be able to see which type and version of browser you are using.

How do I update my browser?

Most browsers will update themselves automatically, but if your browser is out of date for any reason, you can manually update it by following the steps above and clicking the update button. Please close and relaunch your browser to apply the changes.

Question 9

What is the card base currency?

Accepted Answer

When ordering cards, you can select either EUR, GBP or USD as your preferred base currency.

This is the default currency in which card transactions will be made, unless another currency is specified at point of sale.

Transaction fees (such as ATM withdrawal or foreign exchange) are always charged in the card's base currency.

Question 10

What is a transaction declined alert and how can I set one up?

Accepted Answer

Receive an instant notification if the there is a declined transaction for a specified card.

Administrators, via email
The cardholder, via email
The cardholder, via SMS

View our guide on how to set up alerts