Q: What are the different Centtrip EEA user types and permissions?

There are 3 different User Roles with varying degrees of access to certain features (see table below): Corporate Super Administrator (CSA) Corporate Administrator (CA) Corporate Administrator - Read only (RO) CSAs have access to the main corporate account and as all associated Operating Accounts, whereas CAs and ROs will only have access to select account(s).

Question 1

Can I speak to a person at Centtrip?

Accepted Answer

To speak to one of our customer service representatives, please call us on +44 (0)20 3735 1735 or email help@centtrip.com.

You can also start a live chat with an agent.

Please note, our support hours are: Monday to Friday, 08:00 – 18:00 (GMT).

Question 2

How do I switch between my different Centtrip accounts?

Accepted Answer

If you manage more than one Centtrip account, you access them all using the same login, and switch between them effortlessly at any time.

Within the app:

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Sign into the app and tap on the menu icon in the top-right.
Select "switch account" from the menu list.
Tap on the account you wish to view and manage.

If your app screen looks like the below, this means you are currently in an account on our European or USA platform.

Question 3

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 -

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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'

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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 4

How do I specify whether an administrator has corporate-level or account-level access?

Accepted Answer

During the process of setting up a new Corporate Administrator, you will be prompted to specify the new user's access-type:

Corporate-level access -

The user will be able to view and manage the corporate account, plus all associated Operating Accounts.

To set up, simply select the 'Corporate Access' option.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/iNsqU5sdpA/Corp%20Access.png (Corp Access)

Account-level access -

The user will only have access to view and manage specific Operating accounts.

Select 'Operating Account Level' and select one or more Operating Accounts from the menu.

Question 5

What are the different Centtrip EEA user types and permissions?

Accepted Answer

There are 3 different User Roles with varying degrees of access to certain features (see table below):

Corporate Super Administrator (CSA)
Corporate Administrator (CA)
Corporate Administrator - Read only (RO)

CSAs have access to the main corporate account and as all associated Operating Accounts, whereas CAs and ROs will only have access to select account(s).

Question 6

Where can I find out more about the changes to my payment services on 1st February 2024?

Accepted Answer

On 1st February 2024, the following changes were implemented and will apply to certain payments made from your Centtrip account:

The beneficiary details required for making Euro payments have changed;
- Euro payments to the US will now require the beneficiary's account number and SWIFT or BIC.
- Euro payments to the Isle of Man, Jersey, or Guernsey will now require an IBAN and SWIFT or BIC.
To provide extra payment security, additional validation requirements will apply to any beneficiary details saved in your account under a Recipient.

What do you need to do?

If you wish to make a Euro payment to a beneficiary account in the US, Isle of Man, Jersey or Guernsey and the recipient was created before 1st February 2024, please set up the beneficiary as a new recipient (you will be prompted for the correct account details) before continuing.
When sending a payment, please ensure that the details of any new or existing recipients meet our additional validation requirements. If a recipient does not meet these requirements, simply visit Add Recipient and set up the beneficiary again with the correct information.

Payments that do not meet the requirements above will be returned to you.

Question 7

What are the additional validation requirements for payment recipients?

Accepted Answer

From 01/02/2024 onward, the following additional validation requirements will apply to your Centtrip payment recipients, to ensure greater accuracy and enhanced security around your transactions.

1) Recipient Name

Initials -

Full names are required; recipients which have only an initial in the first name or last name field for individuals will not be accepted. Each name field must contain at least one full name part

Examples:*

* This applies only for beneficiaries of type 'individual'.

Numeric Characters -

Individual's names should not include any numbers. Company names can include numbers, but should not be made up entirely of numbers.

Examples:

Company Signifiers -

Company signifiers (e.g. Ltd, Inc, SA, GMBH etc.) must not be included in the Last Name field for individual recipients.

Example:

2) Recipient Address Details

The beneficiary address fields should not be populated with only numeric characters:

Before making a payment to a recipient in your Centtrip account, please check that these requirements are met. If not, you can vist Add Recipient and set your beneficiary up as a new recipient.

Question 8

How can I check my card billing address for online transactions?

Accepted Answer

Your Centtrip card can be used for online transactions too - you simply need to ensure you enter the correct billing address during the checkout process.

To review your billing address, sign into the Centtrip app, tap on the menu icon as shown below, and select 'Your Details'.

Question 9

Where can I find out more about Centtrip's bank detail changes on 19th January 2024?

Accepted Answer

As part of changes to ensure Centtrip complies with all its regulatory obligations, our payment details will be updated on Friday 19th January 2023.

What do I need to do?

From 19th January 2024, please ensure you use our updated payment details whenever you load your account. This change will also affect FX conversions which you have chosen to settle by bank transfer.

Please remember to update any pre-existing details you may already have saved in your corporate bank account.

Where can I find the updated details?

Our updated details will be available in your account from 19th January. Please sign in, visit Load Account, and select a currency to view these securely.

To settle an FX conversion, please refer to your on-screen and email confirmation.

What happens if I use the old details in error?

Payments made using our pre-19th January details will be rejected and returned to your corporate bank account. You will need to make the transfer again using the new details. It may take several days for the funds to be returned to you, depending on your bank, currency and the date/time of the payment.

Which currencies does this affect?

These changes apply to payments made in ALL currencies. Please ensure you use the updated details.

What if I receive a warning message from my bank?

Banks may show a warning when you make a payment to the new account for the first time due to fraud prevention tools and processes. Please double-check that the details you've entered match those provided in the Centtrip platform exactly before confirming the payment.

Question 10

How can I generate a report of expiring cards?

Accepted Answer

Note - you will only be able to view cards associated with accounts which you have Administrator access to. Corporate Super Administrators will be able to generate a comprehensive report comprising all Centtrip cards across all accounts.

Sign into your Centtrip account and select Run Reports
Configure the report settings as follows:
- Ensure All Groups and All Accounts are selected
- Enter any date range (e.g. today's date) - this is unimportant for this report.
- Select All Currencies
- Tick the box - Include currencies with zero balance and no movement
- Choose Master Report from the Select Report Type dropdown.
- Then choose any currency as your base currency - again it does not matter for this report.

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Click GENERATE REPORT.
You will receive an email when your report is ready. Hover over your name in the top-right, and click Requested Reports to download it.

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Once downloaded, open the final tab of the spreadsheet, labelled Data.
This sheet will show all of your Centtrip cards along with their expiry date (month and year). You can apply a filter to the Card Status column to hide any which have already been closed.