Travel and Expense Management in Concur Creating a

Travel and Expense Management in Concur Creating a Credit Card Services Request

Credit Card Services Request Basics Q. Who can submit a Credit Card Services Request in Concur? A. The Concur user or their Request Delegate Q. How will a Concur user know if they need a UD Credit Card, and what the limits should be? A. The Concur user should discuss their need for a UD Credit Card with their department business administrator. The administrator can provide guidance based on department standards Q. Who approves Credit Card Services Requests? A. Credit Card Services Requests are routed to the user’s Supervisor, then to Procurement. Q. What Speedtype should I select? A. Select the Speedtype that you think you will allocate the majority of your expenses to. Concur will make this the default Speedtype on your expense reports for your convenience. If you are unsure, ask your department business administrator. 1

Creating a Credit Card Services Request • • • Sign in to Concur at udel. edu/concur Select the Requests tab, then select New Request Select UD – Credit Card Services Request as the Request Type 2

In the Request Header, complete all required fields with the red strip. 3

Service Request Purpose • Select a Service Request Purpose from the menu 4

New Declining Balance Card – Complete the fields circled in red 5

New UD Credit Card – Complete the fields circled in red 6

Replenish Declining Balance – Complete the fields circled in red 7

Update Existing Card– Complete the fields circled in red In Comments To/From Approvers: • List the changes that you are requesting (e. g. card limits, phone number, Speedtype) • Enter the specific changes into the corresponding fields 8

Replacement Card (Lost/Stolen)– Complete the fields circled in red 9

Cancel Card– Complete the fields circled in red 10

When your Request Header is complete, Click Submit Request to route to your Supervisor 11

Questions? • • • Ask. Concur@udel. edu/procurement Procurement Services 302 -831 -2161 12