Overview

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

Prerequisites

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• Before making any updates to the card, refer to the Travel & Entertainment Card Use and Benefits Blink Page for policy information.

Essential Information

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• 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

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1. Log into Concur using your Single Sign-On.
2. From the homepage click on the Home dropdown and select Requests.
   
3. Click on the Create New Request button.                                                                                                                                                                           
4. In the Request Header, for the Request Type, select University Credit Card Request.
   
5. 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.
   
6. In the Expected Expenses section, click on Add.
   
7. A pop-up box will appear, and under 25. University Card, select the desired card action:
   
   • Close/Cancel Card
   • Limit Increase/Decrease
   • Update Billing Address or Mail Code
   • Update Name on Card
     
     
     
     NOTE: To request a new card reference KB0032026, How to request a new Travel & Entertainment Card.
     
     
8. In this example, we are updating the name on card, in Expense Type, select Update Name on Card.
9. Fill out the required fields and click Save.
   
   
10. 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.
    
    
11. To submit the Request, select Submit Request and then Accept and Submit.
    
    
12. 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.