How to Create a Travel & Entertainment Card Action Request


This article covers creating a Request for any Travel and Entertainment Card updates in Concur. 


Essential Information

Next Steps

  1. Log into Concur using your Single Sign-On.
  2. From the homepage select Start a Request.
  3. In the Request Header, for the Request Type, select University Credit Card Request.
  4. Enter the Request Name and Request Date. In the Payment Product Type field select Travel & Entertainment Card. You will be prompted to add your Financial Unit number as well as the Financial Unit Approver. Add a comment to describe the reason for the request and then click on Create Request.
  5. In the Expected Expenses section, click on Add.
  6. A pop-up box will appear, and under 25. University Card, select the desired card action:
  7. In this example, we are updating the name on card, in Expense Type, select Update Name on Card.
  8. Fill out the required fields and click Save.

  9. To add any attachments for the card change, select Attachments, and select Attach Documents.  Note: Please ensure to redact personally identifiable information (PII) from any attachments.

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

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


If you need any additional assistance, please submit a ticket here, or call the IPPS Help Desk at (858) 534-9494.