Overview

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• This KBA covers creating a Request for any Travel and Entertainment Card updates in Concur
• For directions on how to apply for a new card, refer to the New Travel and Entertainment Card Request KBA
• 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, please see the KBA on How to add a Request Delegate and an Expense Delegate in Concur
• To learn how to act as a delegate for another user, please see the KBA on 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

Critical Concepts

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• Before making any Requests to the card, refer to the Travel & Entertainment Card Use and Benefits Blink Page for policy information
• The following actions are available in Concur, other than requesting a New Card:
  
  • Close/Cancel Card
  • Limit Increase/Decrease
  • Reload Declining Balance Card
  • Update Billing Address or Mail Code
  • Update Name on Card

Steps to Take

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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:

• • Close/Cancel Card
  • Limit Increase/Decrease
  • Reload Declining Balance Card
  • Update Billing Address or Mail Code
  • Update Name on Card

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