Administrator Tutorials
CentreSuite Basics - Login
This video will show you how to log into your CentreSuite account, reset your password and unlock your account.
CentreSuite Basics -
Home Page
This video will provide you with an overview of the home page and the information available to you once you log into CentreSuite, including corporate messages posted.
CentreSuite Basics - Creating a New Card
This video will show you how to create a new card account.
CentreSuite Basics - Creating Card Models
This video will show you how to create card models which are used to prepopulate fields when you are creating card accounts.
CentreSuite Basics - Managing MCC Groups
This video will show you how you can manage MCC Group blocking at an account level.
CentreSuite Basics - Card and Single Purchase Limits
This video will show you how to adjust the Card Limit and Single Purchase limit on your card accounts.
CentreSuite Basics -
Closing a Card
This video will show you how to close a card account.
CentreSuite Basics - Updating Card Name
This video will show you how to update the name on a card account.
CentreSuite Basics - Creating Users and Assigning Access
This video will show you how to create a new User ID and assign access to a card account as an Account Holder.
CentreSuite Basics - Assigning Approval Rights
This video will show you how to assign an Approver to an existing User ID.
CentreSuite Basics -
Looking up your Balance
This video will show you how to look up account balances for cards you manage.
CentreSuite Basics -
Downloading Statements
This video will show you how to download statements.
CentreSuite Basics -
Creating Expense Reports
This video will show you how to create expense reports.
CentreSuite Basics -
Attaching Receipts
This video will show you how to attach receipts to an existing expense report.
CentreSuite Basics - Review Declines at Company Level
This video will show you how to review declines at Company level.
CentreSuite Basics -
Running and Scheduling Standard Reports
This video will show you how to run or schedule standard reports.
CentreSuite Basics - Running and Scheduling Mappers
This video will show you how to run or schedule a Data Mapper.
CentreSuite Basics -
Searching Expense Reports
This video will show you how to search for expense reports.
CentreSuite Basics -
Reviewing and Approving Expense Reports
This video will show you how to review and approve expense reports.
CentreSuite Basics - Adding
Card Access to Existing Users
This video will show you how to add card access to an existing user.
CentreSuite Basics - Advanced Search and Modify View
This video will show you how to use the advance search and how to customize your transaction view.
CentreSuite Basics -
Creating Valid Codes
This video will show you how to create valid codes.
CentreSuite Basics -
Setting Up Default Codes
This video will show you how to set up default codes.
CentreSuite Basics - Moving Cardholders Between Units
This video will show you how to transfer cardholders between units.
CentreSuite Basics - Creating a Transaction Mapper
This video will show you how to create a basic card transaction mapper.
CentreSuite Basics -
Creating Messages for Users
This video will show you how to create a message on the home page for users.