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ECManager: Add a New Express Card

Follow these instructions to set up a new Express Card account for an employee.

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1. Log in.

  • Access ECManager.
  • Enter your user ID and password.
  • Click Add a new card.

2. Select the employee.

  • To search for an employee:
    1. Enter the employee's last name in the field provided.
    2. Click Search.
    3. Click the UCSD icon to select a specific employee from the list.

3. Complete the required fields.

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  • Enter the description on the card.
    • The description cannot exceed 19 characters, and it will be printed on the card.
    • You may want to use the seven-digit default index and the department or project name.
  • Enter the default index.
    If you don't know the default index:
    1. Enter the first three characters.
    2. Click Search.
    3. Click the hand icon to select an index from the list.

4. Make optional changes.

  • If you want to assign a transaction reviewer:
    1. Click Assign.
    2. Select one or more reviewers from the list.
    3. Click Submit.
  • If you want to change the default account:
    1. Click Search.
    2. Highlight the new account.
    3. Click Select.
      Note: Use the drop down list to select the account code that best fits the majority of purchases.
  • If you want to add a comment to the program administrator, enter the comment in the Department Administrator Comments box.

5. Submit the form.

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  • Click Submit to submit the form.

6. Verify the information.

  • Review your information to verify that it is correct.

7. Confirm the information.

  • If the information is correct, click Confirm. You will receive this message: New Card Successfully Added.
  • If you need to make changes, click the Make Changes button and return to Step 5 after making changes.

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