Question 1

How do I make payments?

Accepted Answer

Make secure and cost effective payments within seconds and without limits. We tailor our services to your unique needs, whether that’s individual, ad hoc payments or regular, batch payments to suppliers or employees; domestically or internationally.

Using your desktop account:

Step 1

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Sign into your account. If you already hold the payment currency on your Centtrip account, select 'Send Payments'. Otherwise, please visit Buy Currency to convert the required amount first.

Step 2

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Select your payment currency and enter the amount.

Step 3

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Choose whether you would like to pay using funds held on your Centtrip account, or one of your cards. Leave the 'To' field as 'Bank Account'.

Step 4

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In the next four fields, select the payment recipient, enter a custom reference, choose a payment reason and check or edit the recipient email address. A confirmation will be sent to yourself, as well as the recipient email. If your payment recipient has not yet been set up, follow these steps.

Step 5

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Check the details are all correct and click 'CONFIRM' to process your payment. This can take several days depending on the currency, value and time submitted.

Using the Centtrip app:

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In the app, select ‘Send Payment’ and then (if needed) ‘Add Recipient’.
Once created, select your recipient.
Choose a currency held on your account and enter an amount.
If the currency you want to send is different to the recipient’s, you will be able to check the live exchange rate before converting and completing your payment.

Hints and tips

Add new recipients: When you pay a particular recipient for the first time, they won’t appear in your ‘Select recipient...’ dropdown until you set them up.
Enjoy better cost efficiencies by using currencies held on your account or card to make same currency payments to your oversees suppliers.
Make payments in batch: Click CREATE BATCH at the top of the page to save time by making multiple payments in one or more currencies, in one go. Send immediately or schedule for a later date for complete, effortless control. View guide here.

Question 2

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 3

How do I give a user permission to order Centtrip cards?

Accepted Answer

Corporate Super Administrator's can specify whether or not users on the account can order cards, within their User Management Dashboard. You can change these permissions any time. Follow these steps to create a new user or enable an existing user to order cards -

[how-tos][figure]Sign into your account, click or hover over the settings cog, then select User Management[/figure][figure]Use the dropdown menus to select your Corporate account and an Operating Account. Click 'APPLY' to view the user list for your selected account.[/figure][figure]Locate the relevant user and click 'EDIT' to review and update their permissions and limits.[/figure][figure]Scroll to the bottom , and switch 'Can Create Cards' to the 'on' position. Then SAVE. The 'Order Cards' feature will now be available to this user under Manage cards[/figure][/how-tos]

Question 4

What is a Corporate Super Administrator and what are their limits and permissions?

Accepted Answer

Corporate Super Administrators (CSAs) have access to the parent / corporate account, plus all associated Operating Accounts. They have the ability to create new users, manage permissions and limits, and instantly disable a user's access any time. This can all be managed within the 'User Management' dashboard.

When opening a new Corporate Centtrip account, the first user created will be a Corporate Super Administrator (CSA).

CSA Permissions & Limits

The permissions above are subject to the following limits:

Please contact your account manager if you require different CSA limits.

How do I set up additional CSAs?

To nominate a CSA for your account, please complete our CSA Set-up Form and return this to help@centtrip.com. Please note - your completed form must be approved and signed by a company Director.

Question 5

How do I load funds into my Centtrip Account?

Accepted Answer

To start enjoying all your account benefits, you need to ensure you have sufficient funds. You can check your current balances from your account homepage and transfer funds to your Centtrip account using the bank details provided on the Load Account page.

Watch this 2-minute video:

OR -

Follow 3 quick steps:

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From the Load Account page, use the dropdown menu to select the currency you want to load into your Centtrip account
Note down the account details and payment reference starting with CENT.
Log into the corporate bank account you would like to send funds from and make a transfer using the details you noted. Please note: funds may only be transferred from an account in the same name as your Centtrip account. Click here to learn more.

Hints and tips

Ensure you add the payment reference provided on the Centrrip Load Account page starting with ‘CENT’ when transferring funds - this is essential to avoid any delays.
The bank account which you transfer funds from must be under the same name as your Centtrip account. If funds are received from a an unknown account, they will be returned. This can take up to x working days.
Please note, the bank details used to load your account were updated on 17 December 2020. Learn more
To load funds in a currency which is different to the one you hold in your bank account, it’s typically much more cost effective to first load funds into your Centtrip account in the same currency, and then visit the Buy Currency page to purchase your preferred currency.

Question 6

What currencies can I manage with my Centtrip account?

Accepted Answer

You can hold and manage 15 currencies on your Centtrip account and cards.

Payments can also be made in a further 16 currencies, by converting funds from the Buy Currency tab of your account, and selecting the external bank account for onward payment. Please see below for more details on how currencies can be held and managed.

Adding currencies to your account

You can add currencies not currently shown in your Centtrip account dashboard by clicking 'Add Currencies':

Question 7

How do I load/unload my cards?

Accepted Answer

You can transfer funds from account to card, or back again, in seconds. You can also load multiple cards and currencies in batch. Remember, you still need to activate your card before use.

Using your desktop account:

Watch this 1-minute video:

Choose the currency you want to load. If required, you can convert currency first.
Select the transfer direction.
If you manage multiple cards, you’ll be able to select the card you want to load funds from/to.
Enter the amount you want to load and click 'TRANSFER IMMEDIATELY'.

Take the guided tour:

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

Using the Centtrip app:

Question 8

How do I view my Centtrip transactions?

Accepted Answer

Administrators can run tailored reports via their desktop account, whilst cardholders can benefit from visibility of all their card activity on the go, via the Centtrip app.

Cardholders

Watch Video -

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From the 'TRANSACTIONS' screen, tap on the magnifying glass icon to expand filters.
Press 'Currency'.
Select the currency you would like to view transactions for.

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Administrators

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From the Transactions page, choose either Card Transactions or Account Transactions.
If you select Card Transactions, you’ll be able to pick a particular card.
Choose a currency to show the report in and click SUBMIT. You will now be able to view your transaction report online, or export as a PDF or XLS document.
Click into a transaction line to view more details and related documents, such as receipts.

Hints & Tips

Access 'Transactions' via the navigation bar of your desktop account, or click a particular card or account balance from your Centtrip dashboard to instantly view the last 30 days.
As standard, Centtrip reports will exclude transactions from cards which have been closed. To change this, hover over your name in the top right of your account and select Settings from the dropdown. Change ‘View closed cards’ to ‘Yes’ and click MODIFY.
View transactions for multiple, select cards. Click the Centtrip logo to visit your account homepage and scroll down to the CARD BALANCES section. Select the silhouette icon next to any cards you are interested in and click EXPORT.
Once your report has been generated, you can enter a custom start and end date to view up to a year’s worth of transactions, for the time period of your choice. Alternatively, 5-year reports can be run from the CARD BALANCES section of your account homepage.

Question 9

How can I apply to open a Centtrip account?

Accepted Answer

Please submit a secure, online application -

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Visit application.centtrip.com.
Sign in or REGISTER to create an account.
Click the 'New Application' button in the top-right.
Complete the required fields and upload any acceptable supporting documentation.
Your progress can be saved to continue later if needed. Submit your application when ready.
Once submitted, your application will be reviewed and we will be in contact regarding the status, or if any additional information is required.
If/when approved, the first user created will be a Corporate Super Administrator (CSA). The CSA can then add and manage users on the account.

IMPORTANT - if you are submitting an application on behalf of another organisation, please contact our Partnerships Team.

Question 10

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 is a Corporate Super Administrator and what are their limits and permissions?

Corporate Super Administrators (CSAs) have access to the parent / corporate account, plus all associated Operating Accounts. They have the ability to create new users, manage permissions and limits, and instantly disable a user's access any time. This can all be managed within the ' User Management ' dashboard. When opening a new Corporate Centtrip account, the first user created will be a Corporate Super Administrator (CSA). CSA Permissions & Limits The permissions above are subject to the following limits: Please contact your account manager if you require different CSA limits. How do I set up additional CSAs? To nominate a CSA for your account, please complete our CSA Set-up Form and return this to help@centtrip.com . Please note - your completed form must be approved and signed by a company Director.

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.