Q: How do I sign into my desktop account?

Visit account.centtrip.com Enter your username and password and click 'SIGN IN' ( Forgotten your password? ) Select your preferred verification method: EMAIL - check your inbox for your verification code. Not received this? MOBILE APP - follow these steps to link your device and/or enter your app generated your app code. SMS - enter the verification code which has been sent to your mobile phone. Note - the code will be sent to the number which is registered to the card. Follow these steps if you need to update your number . 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 1

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 2

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 3

What payment methods can I use to load my account or settle an FX trade?

Accepted Answer

Please use one of the accepted payment methods listed below whenever you need to settle an FX trade (booked either via our dealing desk or as a bank-to conversion through your Centtrip account), or to load your Centtrip account.

Important - all payments must be made from an account in the same name as your Centtrip account. Learn more.

Accepted Payment Methods

Faster Payment Service (FPS) - FPS delivers funds within 2 hours, and is available 24 hours a day, 7 days a week. Please check your transfer limit with your bank before use. For amounts above your bank’s FPS limit, you can send a CHAPS transfer for same day-delivery.
CHAPS – CHAPS is a same-day GBP transfer from a UK bank account. Transfers must be made before a certain time to be available in your Centtrip account on the same day. Please check with your bank for times and charges associated with the transfer.
SWIFT – this is the only payment method to send GBP from a non-UK bank account. These transfers can take 1-3 working days to be received into your Centtrip account.
Single Euro Payments Area (SEPA) - SEPA is a pan-European network that allows you to send payments in Euros, provided you’re based within the EU. This can take between 1-2 working days for us to receive cleared funds into your Centtrip account.

Question 4

How long will it take for my Centtrip cards to arrive?

Accepted Answer

Once ordered, your card(s) should arrive within seven working days, though some international deliveries may take longer.

You can review the progress of your order(s) anytime, by visiting Manage Cards and switching to the Batch card result tab. Here you can check the order status, as well as the shipped date.

Question 5

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 6

How do I update my mobile number?

Accepted Answer

Your mobile number can be updated instantly within your account settings -

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Sign into your desktop account using either email or app verification.
Click on your name in the top-right of the screen to view your account details
Select the edit icon next to the mobile number
Pick your area code, enter your new number and click 'SAVE'
Once updated, click the 'VERIFY' button
Enter the code sent to you via SMS and click 'CONFIRM'
You can now use SMS verification to sign into your desktop account

Note, you can also change your password and reveal your PIN from this screen.

Question 7

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 8

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 9

How do I sign into my desktop account?

Accepted Answer

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 10

How do I add new users to the account?

Accepted Answer

Your Corporate Super Administrator (CSA) can instantly add new users to the account within account settings.

Don't yet have a CSA?

Enjoy greater flexibility and control over your Centtrip account by assigning a Corporate Super Administrator. Complete the CSA Set-up Form and return this to help@centtrip.com.

CSAs have the ability to:

Add new users to the account instantly - no PDF forms, no delays.
Set and modify user limits and permissions at any time.
Monitor new user verification and send instant email reminders.
Understand who has access to the account at all times.
Disable user access in a couple of clicks.
All of this can be managed directly within your CSA's account settings.

In the meantime, you can request additional Admin users by completing our standard User Set-up Form.