Overview
This article covers creating a Request for any Travel and Entertainment Card updates in Concur.
Prerequisites
Essential Information
- For directions on how to apply for a new card, refer to article KB0032026, How to request a new Travel & Entertainment Card.
- To process a Request on behalf of another UCSD employee, the employee will need to add you as their delegate.
- 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.
- Concur will identify the employee payee under the Payment Type:
- Payment to Employee as the user submitting the Expense Report, or
- User that the delegate is acting on behalf of.
- The following Travel & Entertainment Card actions are available in Concur, other than requesting a New Card:
- Close/Cancel Card
- Limit Increase/Decrease
- Update Billing Address or Mail Code
- Update Name on Card
Next Steps
- Log into Concur using your Single Sign-On.
- From the homepage click on the Home dropdown and select Requests.
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- Click on the Create New Request button.
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- In the Request Header, for the Request Type, select University Credit Card Request.
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- 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.
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- In the Expected Expenses section, click on Add.
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- A pop-up box will appear, and under 25. University Card, select the desired card action:
- In this example, we are updating the name on card, in Expense Type, select Update Name on Card.
- Fill out the required fields and click Save.
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- 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.
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- To submit the Request, select Submit Request and then Accept and Submit.
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- 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.