Question 1

How do I remove any outstanding funds from my account before it is closed?

Accepted Answer

Option 1 - Spend

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)

Q: Can I order spare or emergency cards?

Yes you can! Simply visit Manage Cards to place a card order in the usual way. Enter SPARE ONE , TWO , THREE , or EMERGENCY ONE , TWO , THREE etc. (whatever you prefer) as the card names, and use placeholder details (such as your own) for the email address, mobile number and date of birth fields - you'll be able to change these later. Keep your cards safe and secure until required. When ready, use the Reassign Card feature to instantly assign cards to a new or existing user, and update the associated email, mobile and date of birth. This will enable the new user to reset the password, sign into the app and activate the card. Please note - you will be unable to change the emboss name on the card.

Transfer any remaining account funds to your Centtrip card (follow these steps) and use your card in-store or online as normal until you have zero balance on your account or card. You can also make an ATM withdrawal.

If you hold multiple currencies, you can convert them via your desktop account or the app.

Option 2 - Transfer

Follow the steps below to transfer funds from your Centtrip account and card into your corporate bank account.

A. - Move card funds back into your Centtrip account

Sign into your desktop account and select Load Card
Choose the currency you want to unload from your card.
Select Card To Account as the transfer direction.
Enter the amount left on your card and click 'TRANSFER IMMEDIATELY'.

You can also do this via the Centtrip app, by selecting Load Card and changing the transfer direction.

If you have multiple currencies, please repeat these steps to transfer them all to your account. Once you have zero balances on your card, you can proceed with the steps below.

B. - Convert to your domestic currency

If you hold multiple currencies on your account, please visit Buy Currency to convert them into the currency of your corporate bank account.

C. - Make a payment to your corporate bank account

If you have not yet done so, set up your corporate bank account as a payment recipient, then follow the instructions below.

[how-tos][figure]Sign into your desktop account and select 'Send Payments'. [/figure][figure]Select your bank account currency and enter the amount left in your Centtrip account.[/figure][figure]In the 'From' dropdown, select 'Centtrip account', and leave the 'To' box as 'Bank Account'.[/figure][figure]Select your own corporate bank account as the payment recipient and enter a custom reference payment reason. [/figure][figure]Check the details are all correct and click 'CONFIRM'. The payment may take several days to reach your bank account, depending on the currency, value and time submitted.[/figure][/how-tos]

Question 2

How do I remove a user's account access?

Accepted Answer

Corporate Super Administrators can instantly remove access for any users on the account.

Watch quick video -

Follow these steps -

Sign into your account, click or hover over the settings cog and select 'User Management'. Then select your Corporate and Operating Account, and 'APPLY'.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/wH26ZeJs77/CSA%203.png

Review the list and locate the user you want to remove access for. Click 'EDIT'.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/KT46jIt1AA/CSA%201.png (CSA 1)

Scroll to the bottom and switch on Disable corporate Site access. Then SAVE.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/SP7vclLu5H/resources/SG5KcjffZy/CSA%202.png (CSA 1)

How can I check whether I am a CSA?

Question 3

How do I view expenses which are missing receipts?

Accepted Answer

As an Administrator, you can easily view outstanding expenses by applying a quick filter.

Sign into your account and visit Manage Expenses. Open the filters tab and select Without receipts under Receipts. Click Update to apply.

Question 4

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)

Question 5

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 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

Can I order spare or emergency cards?

Accepted Answer

Yes you can! Simply visit Manage Cards to place a card order in the usual way.

Enter SPARE ONE, TWO, THREE, or EMERGENCY ONE, TWO, THREE etc. (whatever you prefer) as the card names, and use placeholder details (such as your own) for the email address, mobile number and date of birth fields - you'll be able to change these later.

Keep your cards safe and secure until required.

When ready, use the Reassign Card feature to instantly assign cards to a new or existing user, and update the associated email, mobile and date of birth. This will enable the new user to reset the password, sign into the app and activate the card.

Please note - you will be unable to change the emboss name on the card.

Question 8

Where can I find the transaction dispute form?

Accepted Answer

You can access the Transaction Dispute Form, along with instructions on how to complete it, here

Question 9

How do I access my Centtrip dashboard?

Accepted Answer

Your dashboard will be the first page you see after signing into your Centtrip desktop account.

You can also click the Centtrip logo to go back to your dashboard at any time.

Question 10

How can I increase my account or card limits?

Accepted Answer

Centtrip accounts and cards are set up with our 'Standard' limits by default. Please contact your Account Manager or Client Support if you would like to request a change to your limits.

You can view our different limits here.