Question 1

How do I manage card expense receipts, labels and notes?

Accepted Answer

Expense Management makes it easy to view and manage expense receipts, labels and notes. We recommend filtering on transactions with receipts attached and then follow the steps below.

Watch 2-minute video -

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Follow these steps -

[how-tos][figure]Click on a transaction line to expand more details and manage the expense.[/figure][figure]View or download a Cardholder Receipt added via the app, or upload one from file.[/figure][figure]If your organisation has set up and enabled Corporate Labels in the app, you'll be able to review any which have been added by the cardholder. You can also attach them yourself via a quick dropdown.[/figure][figure]Review and edit the Cardholder Labels - these are custom tags which help cardholders to categorise and identify their expenses. You may want to provide guidance on how to use these.[/figure][figure]Enter custom Administrator Notes. Make a note of an incorrect receipt, an approval status or tax code - anything that will assist your accounting processes.[/figure][figure]Review Cardholder Notes which have been added via in the app. These can provide additional information about the reason for or nature of the expense.[/figure][/how-tos]

Question 2

What does the card status "issued not active"  mean?

Accepted Answer

The 'issued not active' card status means the Centtrip card hasn't been activated yet. For help with this, see our instructions on how to activate your card.

Question 3

How can I make a batch payment using CenttripNow

Accepted Answer

CenttripNow enables you to send and recieve free, instant payments to/from any other Centtrip account. You can make an individual CenttripNow payment or follow the steps below to send payments in batch.

Please note - you first need to add the beneficiaries to your CenttripNow network

How to send a CenttripNow batch payment

[how-tos][figure]First, ensure all beneficiaries have been added to your CenttripNow network. To check this, select 'Add Recipients' and look for the CenttripNow symbol under 'TYPE'. Select any other recipients and 'INVITE'. [/figure][figure]Once complete, select 'Send Payments' (A) and then, 'CREATE BATCH' (B).[/figure][figure]Click 'UPLOAD' (C).[/figure][figure]Ensure the first checkbox is ticked and download either the Excel or CSV template (D)[/figure][figure]Enter the details of each payment into the template. Be sure to enter the correct 'Nickname' for each CenttripNow recipient. Visit 'Add Recipients' to check these. [/figure][figure]Once complete, revisit the 'CREATE BATCH' page, upload your batch payment file (E) and click 'NEXT' (F).[/figure][figure]Review your batch payment summary - the fee should be showing as 0.00. Choose whether you would like to pay now, or schedule for later (G). Click 'SUBMIT' to finish (H).[/figure][/how-tos]

Question 4

How do I attach my expense receipts and labels in the app?

Accepted Answer

You can submit all required expense information instantly and effortlessly via the Centtrip app.

Watch 2-minute video -

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Visit the 'View Transactions' screen -

1) Show expenses with missing receipts

Filter on transactions which have outstanding receipts and labels - expenses will disappear from this list instantly once you upload the receipt.

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Tap on the search icon on the Transactions screen.
Select 'Receipts'.
Select ‘Transactions without receipts’ and press ‘DONE’.

2) Attach photo receipts

Tap on a transaction to submit a photo receipt effortlessly, as and when you spend - there's no need to hold onto stacks of paper receipts to be scanned manually, or to submit lengthy expense forms.

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3) Select Corporate Labels

Corporate Labels are custom to your organisation and are linked to relevant accounting codes - simply select the appropriate label from the pre-set list(s).

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4) Add transaction notes

Enter any additional information that might assist your finance team. This could include the reason for the expense, who approved it, which project it relates to etc.

[how-tos][figure][/figure][figure][/figure][/how-tos]

Question 5

How can I check whether I am a Corporate Super Administrator?

Accepted Answer

Corporate Super Administrators (CSAs) have the ability to instantly add and manage users on the account.

How to check if you are a CSA

Sign into your Centtrip account
Click or hover over the settings cog in the top right
If you are a CSA, you will be able to see the User Management option.

If you do not see this and would like to request CSA level access, please contact your account administrator. For more information see: How do I create a Corporate Super Administrator?

Question 6

How do cardholders record cash transactions?

Accepted Answer

Record all of your transactions effortlessly via the Centtrip app, even those made in cash. Whether you've spent cash from an ATM, or cash received from an Administrator - create cash transactions and attach instant photo receipts and labels in a couple of taps.

Watch quick video -

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Follow step-by-step guide -

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From the 'VIEW TRANSACTIONS' screen of the app, switch to Cash (A) and tap + Add transaction (B).
Enter the transaction details (C) and select Add receipt. Take a photo or select an image (D) and SUBMIT (E).

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Press DONE to close the cash transaction summary (A).
Next, Select Corporate Labels (B) and tap to open the first label group (C), in this example: Expense Type. (Note - these are custom to your organisation).

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Then choose the relevant label from the group (e.g. Sustenance) (A).
Once added, your label will be shown on the transaction details screen. Tap Select Corporate Labels again (B) and open the next label group (C). Repeat the process until all Corporate Labels have been added.

Question 7

Where can I find out more about Centtrip’s Inactivity Fees?

Accepted Answer

What are Centtrip's Inactivity Fees?

A summary is provided below, but please refer to our Terms and Conditions for more details.

Inactive Card Maintenance Fee – effective 16 July 2022, a monthly fee of £2.50 will be charged for any Centtrip cards which have been dormant or unused for 12 months.
Inactive Operating Account Maintenance Fee – effective 16 July 2022, a monthly fee of £20 will be charged for any Centtrip accounts which have been dormant or unused for 12 months.

Where can I review all my account and card fees?

Are the Inactivity Fees applicable to me?

The Inactivity Fees are applicable to all UK/Eur Corporate and Personal accounts and/or cardholders.

How will I be charged?

The inactivity fees will be debited from the associated account and/or card(s) each month. If the balance reaches zero, the account and/or card will be closed.

How do I stop my account or cards becoming dormant or inactive?

Your account and cards will only become dormant after 12 months with no change in balance. After this point, they will incur a monthly inactivity fee. Simply use your account or card to ensure it does not become dormant.

Where can I review my current Centtrip cards?

If you have multiple Centtrip cards associated with your account, we recommend regularly reviewing these to ensure any which are no longer required are closed.

Follow these steps to export a list of all your current cards.

How do I close an account or card which is no longer required?

Please email Centtrip Support with details of the account or cards you with to close.

When will the 12 months of inactivity start?

The 12 month inactivity period will include any inactivity prior to the effective date (16th July), rather than 12 months from the effective date.

So for example, if your Centtrip card or account has been inactive since 1 Sep 2021, the inactivity fee will be applicable from 1 Sep 2022.

Question 8

What are the validation rules for my one-time batch payment template?

Accepted Answer

When completing your batch payment template, please ensure you follow the validation guidance below to avoid any errors when processing your payments.

Please Note

The remaining fields in the spreadsheet are not required but can be requested for recipients with specific country/currency combination
Either BankAccountNumber or IBAN or BankClabe must be populated depending on the currency and country of recipient. Bank details must meet international format
Either BankSortCode or BankBIC or BankABA must be populated depending on the currency and country of recipient. Bank details must meet international format
You will be provided with a summary of failed payments, which will need to be corrected and submitted again.

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 get started with Centtrip's expense management solution?

Accepted Answer

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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 -

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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.

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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.

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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.

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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.

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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