Q: How do I complete the transaction dispute form?

Please download and complete the TRANSACTION DISPUTE FORM carefully, with reference to the instructions below. Return your completed form to help@centtrip.com . Note - If fraud has occured across multiple cards , please submit separate dispute forms for each card . If more than one fradulent transaction has been made on a single card, please attach an account statement with each of these transactions highlighted. Completing your form https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/yhaRJLvQWY/dispute%20transaction%20image.png (dispute transaction image)

Question 1

How do I view my card transactions for another currency in the app?

Accepted Answer

Your Centtrip card enables you to make transactions in up to 15 currencies, which you can view in the app.

To change the currency -

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

Visit the 'VIEW TRANSACTIONS' screen of the app and tap the magnifying glass icon to expand filters.
Press 'Currency'.
Select the currency you would like to view transactions for.

Question 2

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

Accepted Answer

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/GIYh4m4U1x/Email%20Banners%20%28600%20%C3%97%20100px%29%20%282%29.png (Email Banners (600 × 100px) (2))

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 -

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/iYkIxX4yOY/EM_Dashboard.png (EM_Dashboard.png)

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 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 4

How do I check my balances and transactions in the app?

Accepted Answer

Open the app to view all your transactions in real-time.
Tap the search icon to filter transactions by currency, missing receipts, labels or type.
Select ‘YOUR BALANCES’ at the bottom of the screen to check balances across all the currencies you hold on your card.

Question 5

How do I make a one-time batch payment?

Accepted Answer

Upload a single spreadsheet and make a one-time payment to multiple recipients, in one or more currencies, effortlessly. The beneficiaries are not saved in your account, so your Recipients List will remain clear of any beneficiaries you only intend to make a single payment to.

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))

Follow these steps -

[how-tos][figure]Select Send Payments from the navigation bar and then CREATE BATCH.[/figure][figure]Click the UPLOAD button.[/figure][figure]Tick the box labeled 'Create payments for one-time recipients'. [/figure][figure]Download and complete the batch payment template with all necessary fields.[/figure][figure]Follow the on-screen instructions to verify using either an app or email generated code. [/figure][figure]Upload your saved batch payment file and click NEXT.[/figure][figure]Review your batch summary on-screen. If needed, you can remove payments from the batch by selecting them and clicking REMOVE SELECTED.[/figure][figure]By default, the batch name will be the date & time created - you can rename your batch for easier reconciliation.[/figure][figure]Use the dropdown to select whether you would like to send your payments now, or schedule them for a later date. [/figure][figure] Once complete, you can save your batch to edit later, or submit it now. If your payments require approval, your administrator(s) will be notified - you will receive an email confirmation once processed.[/figure][/how-tos]

Question 6

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 7

How do I view cardholder expenses which are ready to reconcile?

Accepted Answer

Filter on transactions which have a receipt attached to easily find expenses that are ready to reconcile. To get started, sign into your account and visit your expenses dashboard by clicking, 'Manage Expenses':

A. Click to open the 'Filters' tab

B. Locate the 'Receipts' filter and select 'With Receipts'

C. Press to 'Update' to apply your filter

Question 8

How do I get the best rate when withdrawing from an ATM?

Accepted Answer

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/3XenMrtH7y/mc_symbol.svg (mc_symbol.svg)

You can use your Centtrip card to withdraw from any cash machine displaying the Mastercard Acceptance Mark above.

When taking out money, the ATM will usually give you a couple of withdrawal options to:

Process the transaction in local currency
Use the ATM’s conversation rate.

We highly recommend selecting option 1 to ensure you take out the currency held on the card and avoid any conversion fee being applied by the ATM operator.

If you select option 2 when you have the local currency on your Centtrip card, the ATM will identify it as a UK card and process the withdrawal in GBP. This means the local currency will be converted to GBP on your card and then back at the ATM’s rate, which tends to be very poor. You may also incur additional fees.

For more information about our ATM withdrawal fees, see what are your card fees?

If you require further assistance, contact us using the details at the bottom of this page.

Question 9

Can I access more than one account from the Centtrip app?

Accepted Answer

Follow these steps to access more than one account from the Centtrip app:

Log in to the app (version 1.10.0 or later).
Select Switch Account.
Select LINK ACCOUNT and follow the prompts.

Hints & Tips

Easily swap between accounts by selecting Switch Account from Centtrip app. The account you're currently logged into will show a filled circle icon.
When using multi-factor authentication to log in to your desktop account, be sure to select the correct account in the Centtrip app before using the code.

Question 10

How do I complete the transaction dispute form?

Accepted Answer

Please download and complete the TRANSACTION DISPUTE FORM carefully, with reference to the instructions below. Return your completed form to help@centtrip.com.

Note -

If fraud has occured across multiple cards, please submit separate dispute forms for each card.
If more than one fradulent transaction has been made on a single card, please attach an account statement with each of these transactions highlighted.

Completing your form

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/yhaRJLvQWY/dispute%20transaction%20image.png (dispute transaction image)