Question 1

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':

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Question 2

How do I get started with Centtrip's expense management solution?

Accepted Answer

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Streamline reconciliation processes with our comprehensive card and cash expense management solution. Using the app, cardholders can attach instant photo receipts, labels and notes. These are then available for Administrators to view and reconcile in the via the 'Expenses' and 'Cash' dashboards.

Sign into your account and click 'Manage Expenses' to begin -

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1. Set up your Corporate Labels

Corporate Labels can be linked to accounting codes and added to transactions instantly, either by cardholders via the Centtrip app, or by Administrators.

SHOW ME

2. Share app instructions with cardholders

Once your Centtrip cards have been distributed, you’ll need to ensure your team know how to submit their expenses with the relevant receipts, labels and notes attached. They can add these easily and instantly via our app.

SHARE GUIDE

3. Tailor your expenses data

Apply filters, select custom dates and edit which fields you want to include in your transaction data.

SHOW ME

4. Manage expense receipts, labels and notes

Apply filters to tailor the data shown in your Expense Management dashboard and click a transaction to see more details and manage the expense - view or download the receipt, review labels and notes added by the cardholder, or add your own.

SHOW ME

5. Export PDF statements and reports

Customise the filters and fields in your expenses data and export XLS reports and PDF statements, with or without receipts, in the format that suits you.

SHOW ME

6. Track & Manage cash

Whether your team spend funds from an ATM, or receive a cash top-up, you can now keep track of all your transactions - even those made in cash.

SHOW ME

Question 3

How do I create card balance and transaction alerts?

Accepted Answer

Sign into your desktop account to create custom card balance and transaction alerts. These can all be tailored to your requirements and are ideal for avoiding delays and helping to keep your account and card(s) 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: receive instant notification of a declined transaction along with the reason for it.

Watch 2-minute video:

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Get a guided tour:

Sign into your account and then click here to get a quick tutorial. Note: you must be signed in first.

Follow these steps:

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After signing into your account, click or hover over the settings icon in the top right corner of the screen and click 'Alerts / Market Orders'.
Use the dropdown menu to choose an alert type: 'Card Balance Alert', 'Transaction Over Amount' or 'Transaction Declined'.
Search for the relevant card and click 'EDIT' to create your alert.
Depending on the alert you've selected, you will be promoted to enter a value, or simply to select how you would like to be notified: an email to administrators, an email to the cardholder or a text message to the cardholder. Tick your preferred options and click 'OK' to save and activate your alert.

Hints and tips

Alerts can be switched off and on any time by clicking 'DISABLE' / 'ENABLE' next to the relevant cardholder.
You can activate or deactivate all cardholder alerts instantly by clicking 'ENABLE ALL' / 'DISABLE ALL' at the top of the screen.
Any pre-existing 'Rate Alerts' and 'Market Orders' can also be viewed and edited from here.
New 'Rate Alerts' and 'Market Orders' can be set up from your account dashboard.

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

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 REPORT from the reporting page and select your base currency (the one you would be converting from). Click GENERATE REPORT to download the exchange rate report.

Question 6

How do I export card expense statements and reports?

Accepted Answer

Apply custom fields and filters and export transaction data, with or without cardholder receipts, in a variety of formats to suit your requirements.

Watch 2-minute video -

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Follow these steps -

Tailor your data to suit your requirements.
Click either 'XLSX' or 'PDF', depending on your preference, and choose an export option (see below for more).
You will receive an email once your report is ready. Visit 'REQUESTED REPORTS' to download it.

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Export options:

XLSX

Transactions only – easily edit and customise your data, to integrate with digital expense sheets, or to import into your accounting software.
With Urls – include links to each expense receipt to easily view or download, without having to sign in.

PDF

Transactions only – export professional transaction statements; useful for submitting expenses for final approval.
With images - the same professional PDF statement, with the addition of receipt images under each transaction line.
ZIP with attachments - instantly download all receipts to save locally, view or share.

Question 7

How do I find my nearest compatible ATM?

Accepted Answer

The Centtrip prepaid card offers the highest cash withdrawal limits on the market, enabling you to withdraw up to £4000 per day from any major ATM.

To find your nearest chip-enabled ATM, we recommend using the Mastercard ATM Locator.

You can access this anytime via the Centtrip app - simply tap the app menu icon to open 'SETTINGS', select 'Atm Locator' and enter your location to search.

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Hints and tips

Question 8

Is Centtrip Mastercard a debit or credit card?

Accepted Answer

The Centtrip multi-currency Mastercard is neither a credit, charge nor debit card.

Centtrip cards are prepaid, reloadable and issued by an Electronic Money Institution. Each time you use your Centtrip card, the purchase value is deducted from the funds available on the card.

Simply buy any of the 15 deposit currencies using your Centtrip account or on our app and transfer it to your card. You can then use your Centtrip multi-currency Mastercard in more than 210 countries and territories, online and in store.

Question 9

My card has been lost or stolen, what should I do?

Accepted Answer

Your card can be reported as lost or stolen and instantly locked via the Centtrip app. Once locked no debits or withdrawals can be made.

Report your card as lost or stolen using the app

Open the Centrip app and tap the menu icon to open app 'SETTINGS'.
Select ‘Lost or Stolen Card’.
An instant alert will be sent to Centtrip and the card will be locked automatically.
Contact Centtrip or your account administrator to order a replacement card. Any remaining card funds will need to be transfered back to your main account.
Once ordered, your new card should take 7-10 working days to arrive. Meanwhile, no debits or withdrawals will be allowed.

Hints and tips

Question 10

How do I close a Centtrip card?

Accepted Answer

If you want to close a Centtrip card which is no longer required, you can do this within the 'Manage Cards' section of your desktop account.

Please note - you will only be able to access this feature if you are a corporate account holder. For personal accounts, please contact Centtrip Support.

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 close.

Step 3

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Click on a card to open the details panel, and then click 'CLOSE CARD'.