Overview

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• This KBA covers creating a Request for any Travel and Entertainment Card updates in Concur
• For directions on how to apply for a new card, refer to article KB0032026, How to request a new Travel & Entertainment Card 
• To process a Request on behalf of another UCSD employee, the employee will need to add you as their delegate
• To learn how to assign users to act on your behalf, refer to article KB0031969, How to add a Request Delegate and an Expense Delegate in Concur
• To learn how to act as a delegate for another user, refer to article KB0031975, How to act as a Delegate in Concur
• Concur will identify the employee payee under the Payment Type:
  
  • Payment to Employee as the user submitting the Expense Report, or
  • User that the delegate is acting on behalf of

Critical Concepts

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• Before making any Requests to the card, refer to the Travel & Entertainment Card Use and Benefits Blink Page for policy information
• The following actions are available in Concur, other than requesting a New Card:
  
  • Close/Cancel Card
  • Limit Increase/Decrease
  • Reload Declining Balance Card
  • Update Billing Address or Mail Code
  • Update Name on Card

Steps to Take

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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