Q: What are the different user roles 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). Payments & FX available upon request and subject to approval *

Question 1

What are the different user roles 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).

Payments & FX available upon request and subject to approval *

Question 2

What type of business registration documents can I provide for my Centtrip application?

Accepted Answer

Examples of acceptable business registration documents include:

Please note - registration documents vary by state and may bear a different name to the examples above.

Documents must also be:

Issued by a reliable, independent source such as the local commercial register of the country where the business is registered.
Dated within 12 months of the application, or contain a signature and a state of affairs with a date not older than 12 months. This means a certificate of incorporation may not be accepted

The document must meet the following file format and size requirements:

Formats: JPEG, JPG, PNG, or PDF (maximum 2 pages)
Size:
- PDFs for legal arrangement documents: minimum 1 KB, maximum 25 MB
- Other PDFs and other formats: minimum 1 KB, maximum 4 MB

If you have any questions, please speak to your Account Manager.

Question 3

How do I make payment using funds from my holding accounts?

Accepted Answer

NOTE - You need access to our Payments and FX Service to use this feature.

Sign into your Centtrip account and open 'Payments and FX' from the left-hand menu.
Select 'Holding Accounts' to view your balances in each currency.
Locate the currency you want to use for payment, and select 'Send Payment' under 'Actions'.
Enter the payment 'Amount'
Click on the ‘Beneficiary’ dropdown - select an existing payee, or ‘Add new beneficiary’.
Enter a 'Value Date' (i.e. the date payment should be sent).
Add your 'Payment Reference', such as an invoice.
If you need to make multiple payments, click 'Add another payment'.
Click 'Continue', then 'Complete Your Payment'.

Question 4

How do I get access to the payments and foreign exchange service?

Accepted Answer

If you do not see the payments & FX dashboard (shown below) when you click on 'PAYMENTS & FX' from your account menu, it means either that this service has not yet been enabled for your account, or that you do not have the relevant access rights.

To request access, please contact your Centtrip account manager or email Client Support.

Question 5

How can I update my cell number?

Accepted Answer

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/ssTv2cUQS2/resources/QHq0ukTqGk/US%20-%20Update%20details.png (US - Update details (1).png)

Sign into your desktop account using either email or app verification.
Click on your name in the top-right of the screen and select 'My details'.
Select the edit icon next to the cell number.
Pick your area code, enter your new number and click 'Save'.
Once updated, click the 'Verify' button.
Enter the code sent to you via SMS and click 'Confirm'.
You can now use SMS verification to sign into your desktop account.

Question 6

What are the validation requirements for completing my card order form?

Accepted Answer

Please always follow these steps to order cards within your Centtrip account. The validation requirements for filling out the order template are provided below, as well as in your account for ease:

"Corporate name": maximum 100 characters.
The naming should match with selected Corporate on the 1st step.
"First Name": maximum 50 characters.
Allowed characters: a-z, A-Z, 0-9, space, apostrophe, dash.
"Last Name": maximum 50 characters.
Allowed characters: a-z, A-Z, 0-9, space, apostrophe, dash.
"Emboss Name": maximum 26 characters.
Allowed characters: a-z, A-Z, 0-9, space.
"Email": maximum 254 characters. Format: example@domain.com.
"Birth Date. Day (DD)": enter 1-31 day number. Format: "01" or "1".
"Birth Date. Month (MM)": enter 1-12 month number. Format: "01" or "1".
"Birth Date. Year (YYYY)": age must be greater than or equal to 18. Format: YYYY.
"Mobile Phone Code (ex. 1 for USA)": mobile country code without "+" or "0" in the beginning, ex. "1" for USA
"Mobile Phone Number": maximum 20 digits.
"Shared balance (Yes/No)": enter "Yes" or "No". What does this mean?
All fields: no trailing or leading spaces.
File: remove empty rows instead of just clearing cells.
Delivery Address: there is a maximum of 50 characters allowed for the Corporate name, First name and Last name.

Question 7

How do I reset my password?

Accepted Answer

You can reset your password instantly via the app or your desktop account

Using your desktop account

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 8

Can I use Centtrip for payments and foreign exchange?

Accepted Answer

Yes! Once this service has been enabled for your account, you will have direct access to the live FX market and can convert over 130 currencies at competitive rates. Place spot, same-day or forward trades and market orders effortlessly within your account.

Purchased currency can be used to make fast and secure international payments, without the hefty banking fees. Alternatively, convert multi-currency revenue streams back into USD and transfer to your Centtrip account or cards.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/ssTv2cUQS2/resources/rA3FrKfr4N/US%20-%20FX%20%26%20Payments.png (US - FX & Payments)

Get Started

Sign into your Centtrip account and click on 'PAYMENTS & FX' in the left-hand menu. If you are not taken to the payments & FX dashboard, it means either that this service has not yet been enabled for your account, or you do not have the relevant access rights. To find out more and request access, please contact your Centtrip account manager or email Client Support.

Question 9

How do I close a card which is no longer required?

Accepted Answer

If you are a Corporate Administrator, you can close cards directly within your account.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/ssTv2cUQS2/resources/ihGrqqU47X/close%20card%20US.png (close card US)

Sign into your Centtrip account
Select 'MANAGE CARDS' from the left hand menu
Use the search or filters to locate the card you wish to close
Click on the card to open the 'Card details' panel
Select 'CLOSE CARD'

Important - this cannot be undone. If unsure, we recommend locking the card.

Question 10

Why am I being asked to sign for card transactions?

Accepted Answer

As your Centtrip card is a US issued card, when using it in stores, restaurants, hotels e.t.c, it is likely that you will be asked to sign for the transaction, as opposed to entering your PIN.

At Point of Sale you should always enter your card into the merchant's POS machine as normal, and the merchant should then provide you with a slip to sign.