Overview

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This article will describe how to apply for a Travel and Entertainment Card.

Essential Information

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• To process a request on behalf of another UCSD employee, the employee will need to add you as their delegate.
• Concur will identify the employee payee under one of the below Payment Types:
  
  • Payment to Employee as the user submitting the Expense Report
  • The user that the delegate is acting on behalf of

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.

Next Steps

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1. Log into Concur using your Single Sign-On.
2. Click on the Start a Requests module towards the top of the page.
   
   
   
3. In the Request Header, in Request Type, select Card & Payment Products Request, this action updates the Card & Payment Products form.
   
   
   
4. In Payment Product Type, select UCSD Travel and Entertainment Card.
   
   
   
5. For the Request Name, verify the applicant’s name is entered; last name, first name.
   
   
   
6. Fill out your Department Chart of Account information: Fund, Financial Unit, Approver, Function.
   
   
   
7. 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.
   • Note: Users must not include Personally Identifiable Information such as a home address in the concur request, instead, provide the shipping address by submitting a ticket.
     
     
     
8.  Select Create Request.
   
   
   
9. In the Expected Expenses section, select Add.
   
   
   
10. In the pop-up, select New Card.
    
11. 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.
      
      
12. To add any required attachments, including the Travel & Entertainment Cardholder Agreement , select the Attachments button, then select Attach Documents. 
    • Note: The completed agreement form must be Fully Completed, Signed and must include a Telephone Number.
      
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 & Entertainment Card team for final review.
15. 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

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• 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.