How to Create a Travel & Entertainment Card Action Request


Overview


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 New Request

4. The New Request Header tab displays  

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

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

7. Fill out all of the required fields highlighted in red, including any additional financial information

8. In the Business Purpose/Additional Information section, enter the Business Purpose for the card action, e.g. making a change

9. Click Save

10. Next to Request Header, select the Expenses tab 

11. On the right side of screen, in Expense Type, under 25. University Card, select the desired card action:

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

12. In this example, we are updating the name on card, in Expense Type, select Update Name on Card

13. In Payment Product Type, select UCSD Travel & Entertainment Card

14. Enter in the required information in fields highlighted in red 

15. Click Save to add the Expense

16. The Expense displays on the left side of the screen under Expense Type

17. To add any required attachments for the card change type, select Attachments button at the top right of Request, and select Attach Documents

18. In Document Upload and Attach, select Browse to select a file, then Upload to attach the required documentation, then Close

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

20. 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