Question 1

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.

Question 2

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 3

What kind of payments can I make with Centtrip?

Accepted Answer

Make domestic or international payments without the hefty bank fees or conversion charges. Send individual, ad hoc payments, or make multiple payments in batch, in one or more currencies - with or without FX. Choose whether to send your payments right away, or schedule them for later.

Individual Payments

Use this method when:

You need to make an ad hoc payment to an individual or organisation, domestically or internationally.

TELL ME HOW

Standard Batch Payment

Use this method when:

You plan to pay individuals or organisations which already exist in your Recipients List, and you are confident that the account details are correct and up-to-date.
You already hold the required payment currencies on your account, or intend to convert before payment.

TELL ME HOW

One-Time Batch Payment

Use this method when:

You plan to pay individuals or organisations which either do not exist in your Recipients List, OR, they exist but the account details may be out of date.
You do not need the beneficiary details to be saved following payment, and would like to upload updated account details for any subsequent payments.
You already hold the required payment currencies on your account, or intend to convert before payment.

TELL ME HOW

FX Batch Payment

Use this method when:

You plan to pay individuals or organisations which either do not exist in your Recipients List, OR, they exist but the account details may be out of date.
You do not need the beneficiary details to be saved following payment, and would like to upload updated account details for any subsequent payments.
You do not hold the required payment currencies on your account, and would like Centtrip to automatically calculate the conversions for you.

TELL ME HOW

CenttripNow Payment - free, instant, 24/7.

Use this method when:

You want to transfer funds between your own Centtrip accounts.
You are planning to make a payment to a beneficiary who also a Centtrip account.

TELL ME HOW

Note - all payments are subject to your organisation's approval rules. If you require approval for payments, an administrator will need to grant this before your payment is processed.

Question 4

How do I add labels and receipts to my transactions?

Accepted Answer

Upload instant photo receipts and label transactions on-the-go, using the Centtrip app.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/e4Tb3euydN/SCREEN%20SHOTS%20FOR%20FAQS%20%2821%29.png (SCREEN SHOTS FOR FAQS (21).png)

Sign into the app and tap on a transaction to view more details and get started.
'Add Labels...' - Tap to enter your own custom labels. These can be anything that will help you identify or provide more information about the expense.
'Select Corporate Label...' - Add your organisation's pre-set labels to expenses. Start by selecting a Label Group (there may be multiple) to view the associated labels, and simply tap to add one. For example, your company may have created a Label Group for 'Expense Type' and 'Department' - from the first group, you might select 'Travel' for a plane ticket expense, and then 'Sales' as your department. Corporate Labels are custom to your organisation.
'Add receipt...' - There's no need to hold onto paper receipts or submit manual expense forms. Tap 'Add receipt' to take a quick photo and upload in seconds, as and when you spend.

Can't see Corporate Labels? Your organisation may need to set up their Corporate Labels, or enable them in the app.

Hints and tips

Download the Centtrip app for your iOS or Android device and access our Cardholder Guide for sign-in instructions.
View our quick guide on how to filter to show transactions with missing receipts.
Attachments are visible to corporate admins. They can be uploaded, viewed or downloaded from the 'Transactions' screen of the desktop account.

Question 5

How do I submit my card expense receipts, labels and notes?

Accepted Answer

You can attach photo receipts, labels and transaction notes instantly, as and when you spend via the Centtrip app.

Submit individual expenses within the app -

Before you begin, ensure you have activated your card and signed into the app.

Watch 2-minute video -

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/LtDdIiGudW/Untitled%20design%20%2825%29.png (Untitled design (25))

Submit weekly or monthly expenses via your desktop -

Visit account.centtrip.com from your tablet or desktop computer, and sign in with the same details you use to access the app.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/bd2Jtws6Hq/Cardholder%20desktop%20expenses%20-%201.png (Cardholder desktop expenses - 1)

Click to expand the filters and select 'without receipts' to view outstanding expenses. Then 'Update'

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/V1gBXuHDlI/Cardholder%20desktop%20expenses%20-%202.png (Cardholder desktop expenses - 2)

Work through the list by clicking on an expense to open the details panel. You can then attach a receipt, select corporate labels and add your own labels and notes.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/lIdaw1epuy/Cardholder%20desktop%20expenses%20-%203.png (Cardholder desktop expenses - 3)

Vist the 'CASH' page from the left-hand menu, then 'Add transaction' to record expenditure using funds from a cash-top up or ATM withdrawal.

Question 6

How do I add payment recipients to my account in batch?

Accepted Answer

Save time when adding multiple payment recipients to your Centtrip account. Our batch upload feature enables you to add hundreds of recipients in just one click, removing the need to create and verify each one individually.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/bzeDIfUn0y/Recipients%20Batch%20Load%201.png (Recipients Batch Load 1.png)

After signing into your account, visit the Recipients tab and click 'UPLOAD RECIPIENTS'.
Scroll down and click either 'EXCEL TEMPLATE' or 'CSV TEMPLATE' to download the 'RecipientUploadTemplate’.
Complete all relevant fields of the template for each recipient.
Save your file and visit the same 'UPLOAD RECIPIENTS' page of your account (step 1).
Follow the steps under 'Verify as Trusted Payee' to verify using either an App or email generated code.
Click 'PICK A FILE...' and select your saved recipient template to upload it.
Once processed, you will receive an on-screen notification confirming the number of successful/unsuccessful beneficiary uploads. Press 'OK' to view the details.
Download the file provided - this will contain any unsuccessful recipients, along with the error reason. Example below:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/RomMbg0FTE/Screenshot%202021-10-12%20at%2017.40.39.png (Screenshot 2021-10-12 at 17.40.39.png)

Hints and tips

You only need to re-upload the unsuccessful recipients, all others will have been processed successfully.
'Verify as Trusted Payee' - when entering the first 4 digits of the new recipient’s Account Number or IBAN, please use the details of the first recipient in the batch.
The ‘Override’ field of the template can be used to update the details of an existing beneficiary; enter ‘Y’ into the row and the recipient (with the same nickname) will be updated accordingly.

Question 7

How do I load or unload my Centtrip cards in batch?

Accepted Answer

Save time by loading (or unloading) multiple cards in batch. You can load different currencies to the same card, or unload cards, all in the same batch. There are two ways to do this:

Create a batch transfer within your account, or;
Complete and upload our batch template (note - this feature may need to be enabled for your account)

Method 1 - Create a batch transfer within your account

Watch 2-minute video:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/LtDdIiGudW/Untitled%20design%20%2825%29.png (Untitled design (25))

Method 2 - Complete and upload a batch template

Get a quick walkthrough:

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

Follow these steps:

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/oHwAf5gX19/Batch%20Load.png (Batch Load.png)

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/2LDOsLjpOn/Screenshot%202021-08-19%20at%2010.15.32.png (Screenshot 2021-08-19 at 10.15.32.png)

Currency – use the dropdown to select the the three-letter code of the currency you would like to transfer.
Direction – select whether to transfer funds to or from the card (back into the account).
Cardholder - enter the cardholder ID (CHID). Don't know the CHIDs? Run this report.
Amount - enter the value you want to load/unload for that currency.
If you want to load multiple currencies for the same card, please enter each currency onto an individual row.

Revisit the same 'UPLOAD BATCH' page of your Centtrip account, click 'CHOOSE A FILE...' and upload your saved template.
You will receive an email confirmation once your file has been processed (this can take up to 30 minutes).
Review the confirmation summary - any loads marked as 'Failed' will need to be reviewed, corrected and re-uploaded. All others have been successfully processed, so please do not re-upload these.

Why have some of my loads failed?

The most common reason for a failed card load is an incorrect Cardholder ID (CHID) in your submitted template. This may be a simple typo, but can also often occur if a card has been replaced and the old CHID has been entered. Please run this report to check the CHID, update your template and resubmit the failed row(s).

Question 8

How do I view closed or expired cards in my account?

Accepted Answer

If some of your Centtrip cards have been closed or have expired, these may be hidden from your account dashboard and the reports you run. This is designed to help keep your account clear and easy to manage.

However, you can make a quick change in your account settings to unhide them.

Unhide closed and expired cards:

Sign into your Centtrip account here
Hover over your name in the top-right of the screen
Select 'Settings' from the dropdown menu
Switch 'View closed and expired cards' to 'Yes'
Click 'MODIFY' to save your changes

You can now return to your account dashboard by clicking the Centtrip logo, and all closed and expired cards will now be visible.

View our guide on how to run a report on multiple cards and currencies.

Question 9

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.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/jmyaikSskt/Reporting.png (Reporting (2).png)

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

Question 10

What can I do to keep my Centtrip card secure?

Accepted Answer

Centtrip are committed to keeping your money safe. As a reminder, PLEASE NEVER SHARE SENSITIVE INFORMATION OR SECURITY CODES, VIA ANY MEANS.

CENTTRIP WILL NEVER ASK YOU TO -

Share personal, account or card details, whether by phone, email, SMS, chat, or by entering information into your phone.
Provide full or partial digits from your 16 digit Centtrip card number, or ask you to enter this anywhere. Your full card number is only used for purchases - never give this number to ANYONE in any circumstances, other than when making a purchase yourself.
Provide (or key-in) Centtrip security or verification codes sent to you by email, SMS or generated in the app.
Transfer money to another account which is not in your name.

Please be vigilant - scammers are continually seeking new ways to attempt to ellicit sensitive information from you.

IF EVER IN DOUBT -