CentreSuite Resource Center
Welcome to the CentreSuite® Resource Center. These user guides and training videos are available to help you access and navigate the CentreSuite system.
CentreSuite Reference Guides
Are you a current CentreSuite user? Our videos and user guides will help you maximize your understanding of the account and expense module.
Cardholders
- CentreSuite Self Registration Guide (PDF)
- Commercial Card Alerts User Guide (PDF)
- Password and Account Unlock User Guide (PDF)
- Account Module Overview (PDF)
- Expense Module Overview View Transactions (PDF)
- Expense Module Overview Expense Reports (PDF)
- Allocating Transactions (PDF)
- Creating an Expense Report (PDF)
- Creating an Out-of-Pocket Expense (PDF)
- Searching for Transactions (PDF)
- Searching for Transactions Using Advanced Search Options (PDF)
- Searching for Transaction without the Wildcard Character (*) (PDF)
- Splitting Transactions (PDF)
- Using the Output Log (PDF)
- Working with Transactions Search Results (PDF)
- Mobile Receipt Capture and Release Overview (PDF)
- View and Manage PIN in CentreSuite (PDF)
- Cardholder Ability to Temporarily Suspend Your Card (PDF)
- CentreSuite Homepage Review (PDF)
- Managing Alerts (PDF)
- Cardholder FAQ (PDF)
- CentreSuite Mobile App (PDF)
- CentreSuite Card Activation Enhancements Guide (PDF)
- CentreSuite One-Time Passcode Login User Guide (PDF)
Administrators
- CentreSuite Account Management Guide (PDF)
- CentreSuite Statement Management Guide (PDF)
- Report Module Standard Reports (PDF)
- Report Module Scheduler (PDF)
- Report Module Data Mapping (PDF)
- Administration Module Manage Users (PDF)
- Administration Module Maintain Security and Approval Profiles (PDF)
- Administration Module Homepage Messages and Custom Interface (PDF)
- Account Status Codes (PDF)
- Creating New Card Accounts Program Admin (PDF)
- Managing Card Models Program Admin (PDF)
- Managing Expense Reports Program (Admin and Approvers) (PDF)
- Modifying Accounts Program Admin (PDF)
- Working with Program Change Requests Program Admin (PDF)
- Dashboard Reporting for Programs with Expense Module Access (PDF)
- Administrator FAQ (PDF)
- CentreSuite Mobile App (PDF)
- Fraud Best Practices (PDF)
Admin Quick Reference Guides
- Adding Allocation Codes
- Adding a New Cardholder
- Adding a New User
- Adding an Approver
- Card Maintenance
- Unlock User & Password Reset