Certified TRaC Representative Advantages

CPRUpon receipt of the Certified TRaC Representative Certificate within the institution’s Financial Certification Program, recipients will have the skills to: 

  • Complete online expense reports to process domestic and international travel, corporate card non-travel, and out-of-pocket expenses.
  • Understand G/L accounts that are most frequently used to account for travel and corporate card expenses.
  • Understand key terminology in order to better communicate travel and expense report related information within the department and between the department and corporate functions.
  • Understand the roles and responsibilities of the TRaC Representative, the initiator, the employee, departmental/funding source approvers, and Employee Travel and Reimbursement. 
  • Develop knowledge to be a departmental point of contact of expense report related questions.
  • Develop an in-depth knowledge of Duke policies which outline appropriate and inappropriate purchases related to travel and reimbursements to include the following:
    • Airline tickets  - domestic and international
    • Meals and Incidentals
    • Rental Cars
    • Travel insurance
    • Specific charges that are not allowable
    • Mileage
    • Using per diems vs. receipts for international travel
  • Understand back-up documentation requirements for expenses.
  • Understand the impact choosing the most appropriate procurement method has on the efficiency of making purchases.
  • Be proficient in the execution of reports which can be used to monitor and understand departmental spending through online expense reports.
  • Understand and act upon push reports distributed to assist in ensuring corporate card transactions are posted to the ledger in a timely fashion.
  • Know Duke’s untimely posting process. 
  • Understand the workflow associated with expense reports and how to update master data and departmental settings to ensure expense report workflows route appropriately. 
  • Understand the methods and frequency of communication used by Employee Travel and Reimbursement.
  • Understand the online resources available to educate TRaC Reps, initiators, and employees on expense reports and corporate card tools and policies.