There will be a new Request User Interface (UI) in Concur Starting October 1. The process outlined below will not change but the screenshots will be outdated. We'll be working on updating all related knowledge base articles in the upcoming weeks. In the meantime, here is a quick look at how the new Request UI will look starting October 1.
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