How to Request a New Travel & Entertainment Card


Critical Concepts

Steps to Take

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

  3. On the Requests home page, select New Request

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

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

  6. For the Request Name, verify the applicant’s name is entered; last name, first name

  7. Fill out the Chart of Account information: Fund, Financial Unit, Approver, Function

  8. In the Business Purpose/Additional Information section, provide the department contact or your assistant's name and if expedited processing is necessary, indicate that in the Comment section

  9.  Select Create Request

  10. In the Expected Expenses section, select Add 

  11. In the pop-up, select New Card

  12. In the MC field, enter the Mail Code the card should be sent to and click Save; NOTE: cards must be sent to a campus address

  13. To add any required attachments, including the Travel & Entertainment Cardholder Agreement , select the Attachments button, then select Attach Documents

  14.  To submit the request, select Submit Request and then Accept and Submit 

  15. The request will be routed to the Financial Unit approver then routed to the Travel & Entertainment Card team for final review
  16. On receipt and approval of the application by the Travel & Entertainment Card team, it takes approximately two weeks until the card is received at the campus address

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