CentreSuite Resource Center
Welcome to the CentreSuite®1Disclosure number, please reference additional details in the Disclosures section at the bottom of this page. 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)
- Visa Liability Waiver Client Toolkit (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
Videos
Disclosures:
- CentreSuite is provided through a third-party vendor, TSYS, Inc. Before using this product, Client needs to agree to an End User License Agreement between client and TSYS, Inc.
- Unless otherwise specified, all advertised offers and terms and conditions of accounts and services are subject to change at any time without notice. After an account is opened or service begins, it is subject to its features, conditions and terms, which are subject to change at any time in accordance with applicable laws and agreements. Please contact an M&T representative for details.