Overview

The article outlines the process of applying for a Travel and Entertainment Card. It provides a step-by-step guide on the application procedure, offering essential information on the required steps and documentation. This resource aims to assist individuals in efficiently navigating the application process for a Travel and Entertainment Card.

Prerequisites

Before applying, review the Travel and Entertainment Card Blink Pages to understand what restrictions and regulations apply to the card.
Download, complete, and sign the Travel & Entertainment Cardholder Agreement.

Essential Information

A T&E Card request MUST include a fully completed Travel & Entertainment Cardholder Agreement form attachment.
The request will be returned if the attached form does not include the following:

- Signature of the cardholder and the Financial Unit Approver

- Cardholder phone number and UCpath ID number

A request for a new T&E card can be prepared by a delegate up to the point of submission but then the prospective cardholder must submit the request while logged in under their own Concur profile.
Red alerts in a request are hard stops that provide information as to what you need to update or what you are missing. Orange alerts are informational and provide key details about policy that you should be aware of upon submission.

Next Steps

Log into Concur using your Single Sign-On.
Click on the Home dropdown and select Requests.
Click on the Create New Request button.
In the Request Header, in Request Type, select University Credit Card Request, this action updates the request to the Card & Payment Products form.
In Payment Product Type, select Travel & Entertainment Card.
For the Request Name, enter the applicant’s name; last name, first name.
Fill out your Department Financial Unit, and the Financial Unit Approver.
In the Comment section, provide a department contact or your assistant's name and if expedited processing is necessary, indicate that in the Comment section.
1. If the card needs to be shipped to an alternate address, users must not include Personally Identifiable Information (PII) such as a home address in the concur request, instead, provide the shipping address by submitting a ticket.
Select Create Request.
In the Expected Expenses section, select Add.
In the pop-up, select New Card.
In the MC field, enter your department Mail Code. This Mail Code is where the new card will be shipped.
1. Cards must have a UCSD address as the account address.
In the Detailed business purpose for this request field, enter the business purpose for applying for the T&E card and then press Save
To add required attachments, including the Travel & Entertainment Cardholder Agreement, select the Attachments button, then select Attach Documents.
1. The completed agreement form must be Fully Completed, Signed and must include a Telephone Number. Missing any of this required information will cause processing delays.
To submit the request, select Submit Request and then Accept and Submit.
The request will be routed to the Financial Unit approver then routed to the Travel & Entertainment Card team for final review.
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.

Supplemental Guides

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.

Questions?

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