Question 1

Can I categorise my transactions?

Accepted Answer

Yes, you can.

Labels are a simple yet extremely effective new tool on our app that enables you to search your transactions more easily. Simply use available or create new labels online and on the app to categorise your expenses by projects, departments or events and better organise your transactions.

This new feature replaces hashtags and allows you to create as many categories as you need. Add a new category as you make a purchase or search existing labels to mark the transaction to easily identify it when running reconciliation either in real time or later on.

To add or create new label:
* Tap on the transaction you want to categorise
* Tap on ‘Labels’
* Either select from the list of existing labels or create a new one
* Tap ‘Done’

![Create new or use existing labels to categorise transactions](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/RcmOrlsY5G/Transactions_labels-640x452.jpg)

*Create new or use existing labels to categorise transactions*

Customise existing labels and re-use them for future transactions. Both account administrators and users can create, edit and use the same labels online and on the app.

You can also export labelled transactions from and import them into your accountancy package for reconciliation and reporting purposes.

All labels are included in any transaction reporting.

Question 2

What is my cardholder ID?

Accepted Answer

Your Cardholder ID is a unique 12-digit number that begins with 20000. It shows underneath your name on the front of the card.

Question 3

How can I set up custom alerts?

Accepted Answer

Your Centtrip account enables you to create a range of custom alerts, such as card balances falling below a certain value or declined transactions. Alerts can be tailored to your requirements, with customised criteria for each cardholder.

![Alerts.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/oCukBtLMTr/Alerts.png)

1. 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'.

2. Use the dropdown menu to choose an alert type: 'Card Balance Alert', 'Transaction Over Amount' or 'Transaction Declined'.

3. Search for a cardholder and click 'EDIT' to create your alert.

4. Depending on the alert you've selected, you will be promoted to enter a value, or simply to select who should be notified. 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 report on multiple cards and currencies?

Accepted Answer

Your Centtrip account enables you to run tailored transaction reports comprising multiple cards and currencies, over as long a time period as required. Instantly report on all cards linked to your account, or individually select the cards you would like to include.

![CARDS REPORT.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/ChV0ShzesX/CARDS%20REPORT.png)

1. Sign into your account and scroll down to the 'CARD BALANCES' section at the bottom of your dashboard.

2. Individually select the cards to include in your report by clicking the icons next to the relevant cardholder names, or instantly select all  using the icon at the top.

3. Depending on your preference, choose either 'EXPORT XLS' or 'EXPORT PDF'. To include expense receipts in your report, select the PDF format.

4. Enter a date range of your choice and if you selected PDF format, tick ‘Include Images’ to add the receipts before exporting.

5. Your report will take a moment to generate and download automatically to your browser.

### Hints and tips

* Use this feature when you need to report on cards for a team or department, reconcile cards which are no longer required, or to check whether receipts have been submitted for a particular timeframe.
* Click the table headers to sort by that field and use 'SEARCH' to instantly find the card(s) you are looking for.
* Choose 'EXPORT PDF' and tick 'Include Images' to include receipts in your report.
* Click 'RESET' to unselect all cards.
* Access your account dashboard any time by clicking the Centtrip logo.

Question 5

What currencies can I manage with my Centtrip account?

Accepted Answer

Your Centtrip account can hold and manage these 15 currencies:

## Adding currencies to your account
You can add currencies to your Centtrip account by selecting 'Add Currencies' from the Centtrip desktop homepage:

![Add Currencies.png](https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/hHMx7zqa3T/Add%20Currencies.png)

Help and Support

Visit our main website

Sign In to Centtrip

Can I categorise my transactions?

What is my cardholder ID?

How can I set up custom alerts?

How can I report on multiple cards and currencies?

What currencies can I manage with my Centtrip account?

Visit our main website

Sign In to Centtrip

Can I categorise my transactions?

What is my cardholder ID?

How can I set up custom alerts?

How can I report on multiple cards and currencies?

What currencies can I manage with my Centtrip account?

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