Question 1

How can I update a cardholder's date of birth and mobile number?

Accepted Answer

Corporate Super Administrators are able to instantly update the date of birth (DOB) and mobile number associated with a card. These details are required for password reset, account activation and SMS PIN reminders.

When can this feature be used?

How to update a DOB / mobile number:

[how-tos][figure]Sign into your account and scroll down to the 'CARD BALANCES' section. Locate the card you want to update and click the 'EDIT' button.[/figure][figure]Scroll down to 'CARDHOLDER DETAILS', amend the DOB and/or mobile number and click 'UPDATE'.[/figure][figure]You will get an on-screen reminder that these updates will apply to any other cards which are registered to this email address. Click 'OK' to confirm your changes.[/figure][figure]If required, a replacement user can now reset the account password by visiting account.centtrip.com and clicking 'FORGOT PASSWORD'.[/figure][/how-tos]

Question 2

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 3

How do I integrate my Centtrip account with Xero?

Accepted Answer

Integrate your Centtrip account with Xero and automatically sync Centtrip account and/or card transaction data into Xero. No back-and-forth between systems, no manual exports or re-keying.

You can set up your Xero integration directly within your account, without the need for any technical support or development work from your team. (Contact us to discuss integration with other accounting or ERP solutions)

2 Quick Steps

1. Connect Your Xero Account

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Sign into your Centtrip account and click Manage Expenses. Then choose INTEGRATIONS.
Select Xero as your accounting package, press Next, then Connect Now.

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A new window will open - sign into your Xero account and select the Xero organisation you wish to connect your Centtrip account to.
Scroll down to Allow access. The Xero window will close, and your Xero and Centtrip accounts will now be connected.

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Finally, within the Integrations screen of your Centtrip account, select the Xero organisation where you would like transaction data to be synced to, and click Continue.

2. Map Your Data

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Click the button: ***Create your first feed2. Select the first card or account you wish to connect, followed by the card/account currency.
Select a Xero account for the data to be synced to, or create a new one. This account name must be unique for each individual feed. For example: Captain EUR Card - Yacht A
Leave 'Type' as 'Statement' (other formats to follow) and press the yellow +Add button to save the feed.
Continue to add any other cards and/or currencies in the same way. Note, you will need to set up an individual feed for each currency you wish to be mapped.

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Once complete, click Next.
Choose either a past or future date to transfer records from.
Select Create Feed to finish. (Note - feeds may take a few moments to process)
Once set up, transactions will be sent to your Xero account on a daily basis.

If you aren't seeing all the accounts/feeds you expect to see, try refreshing your browser. It can sometimes take up to 30 seconds for all connections to be set up.

See also -How do I change the Xero organisation that my Centtrip account is connected to?

Question 4

How can I manage and order Centtrip cards?

Accepted Answer

Administrators can access the 'Manage Cards' feature within their account. Users with the relevant permissions will also be able to view the 'Order Cards' tab.

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 a particular card, and click on the card to open the 'Card details' panel.

Step 3

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Lock/Unlock - use the Lock/Unlock toggle as required. Once locked, no further transactions or withdrawals can be made. Unlock again anytime to use immediately.

Step 4

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Close Card - use this feature if a card is no longer required. Any unused card funds will be automatically transferred back into your Centtrip account.

Step 5

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Reassign Card - assign a generic/unnamed card (eg. 'Spare Card', 'Captain's card', 'Finance team card') to a new nominated user. This will update the email address, date of birth and mobile number associated to the card; these details are required for account and app login.

Step 6

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Order Cards - switch to the 'Order Cards' tab and follow the steps to submit your order. Please note - this feature will only be visible if you have authority to order cards.

Tips for completing your Card Order Form:

Date of birth format: DD/MM/YYYY
Name fields: max 22 chars incl spaces for both first and last name combined, no special characters
Phone number format: please enter the country code first followed by the number. For example 044 for UK, 001 for US.
Cardholder email and date of birth is required for card activation and password reset - please enter these accurately.

View our card fees and limits here

Personal Clients:

We can only issue one card per personal account. If you need a replacement card, please email Client Support.

You can also report your card lost or stolen in the Centtrip app

Tap the three lines in the top right of the home screen.
Select 'Lost or Stolen Card' from the settings menu.
Press 'REPORT YOUR CARD LOST OR STOLEN' at the bottom of the screen.

This will lock your card and notify us that a replacement is required. We'll be in contact with you to confirm the details.

*There is a fee of £10 to replace a lost or stolen card.

Question 5

What should I do if I can't find my account activation email?

Accepted Answer

If you cannot find an email inviting you to 'Activate your account', simply follow our forgotten password process to reset your password and sign in.

Using your desktop account

Visit account.centtrip.com
Click 'FORGOT PASSWORD?'
Enter your email address and date of birth and select 'NEXT'
You will now be prompted to enter a verification code. If the details you have entered are correct, this will be emailed to you.
Enter and confirm your new password and click 'CHANGE PASSWORD' to save.

If you do not receive your verification code, please contact Client Support.

Using the app

Open the Centtrip app for iOS or Android
Tap 'LOG IN'
Select 'FORGOT PASSWORD?'
Enter your email address and date of birth and select 'NEXT'
You will now be prompted to enter a verification code. If the details you have entered are correct, this will be emailed to you.
Enter and confirm your new password and click 'CHANGE PASSWORD' to save.

Question 6

How do I switch between my Centtrip cards?

Accepted Answer

If you have more than one Centtrip card, you can switch between them easily within the Centtrip app.

Sign into the Centtrip iOS or Android app
Tap on 'MY BALANCES' at the bottom of the screen
Check the last four digits of the card to see which is currently active
Select 'SWITCH CARD' to change
Tap on the relevant one
Press 'OK' to confirm

Question 7

How do I sign into my desktop account?

Accepted Answer

Visit account.centtrip.com
Enter your username and password and click 'SIGN IN' (Forgotten your password?)
Select your preferred verification method:

New User?

If you do not yet have a login, you will first need to activate your account and create a password.

Check your inbox for an email inviting you to Activate your account and click 'START NOW'.
Enter a secure password for your account and click 'CREATE PASSWORD'.
You will now be redirected to the login page. Follow the steps above to sign in.

If you can't find your activation email, please reset your password.

Question 8

I don't receive email login codes or the code has expired, how do I login?

Accepted Answer

Often corporate or private email systems block or delay emails from certain senders to prevent spam and unwanted messages. This can affect emails from Centtrip containing login authentication codes.

Corporate accounts

To fix this issue, your IT/technical team will need to create a 'permitted sender policy' by creating a rule:

for emails from noreply@centtrip.com and/or
for emails with the return address (mail envelope from) "@track.centtrip.com".

More information about permitted sender policies is available here: Mimecaster Central.

Personal accounts

If the email address you use to login to Centtrip is not managed by a corporate admin, adding noreply@centtrip.com to your safe senders email list should mean these emails arrive before the code expires.

Question 9

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 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.

[how-tos][figure]Sign in and click on 'Manage Cards' in the navigation bar. [/figure][[figure]Use the filters or search-box to locate the card you want to close.[/figure][figure]Click on a card to open the details panel, and then click 'CLOSE CARD'. [/figure][/how-tos]