How to Create a Travel & Entertainment Card Action Request


Critical Concepts

Steps to Take

  1. Log into Concur using your Single Sign-On
  2. Select the Requests module at the top of the page

  3. In Requests, select Create New Request

  4. In the Request Header, for the Request Type, select Card & Payment Products Request, this updates the form to the Card & Payment Products form

  5. In Payment Product Type, select UCSD Travel and Entertainment Card

  6. Fill out all the Chart of Account information in the Request Header: Fund, Financial Unit, Approver, Function

  7. In the Business Purpose/Additional Information section, enter the Business Purpose for the card action, e.g. making a change and then click on Create Request

  8. In the Expected Expenses section, click on Add

  9. A pop-up box will appear, and under 25. University Card, select the desired card action:
    • Close/Cancel Card
    • Limit Increase/Decrease
    • Update Billing Address or Mail Code
    • Update Name on Card

      Note: New Card Requests are not available here, refer to the New Travel and Entertainment Card Request KBA for instructions on that process

  10. In this example, we are updating the name on card, in Expense Type, select Update Name on Card
  11. Fill out the required fields and click Save

  12. To add any required attachments for the card change type, select Attachments, and select Attach Documents

  13. To submit the Request, select Submit Request and then Accept and Submit

  14. The Request will be routed to the Financial Unit approver, then routed to the Travel Card team for final review; typically Requests are completed by the Travel Card team within 1 business day

If you still have questions or need additional assistance, please submit a ticket or call the IPPS Help Desk at (858) 534-9494