Expense Reports - An Overview

Description: 

This class is currently being redesigned in support of the  Concur implementation.  It should be availalbe in Spring of 2020. 

This session provides an overview of expense reports and the associated business processes that support their use across Duke University and Duke University Health System. Specific focus will be given to understanding the roles and responsibilities of the employee, the expense report initiator, the department's TRaC Representative, and the Business Manager in ensuring an efficient and effective departmental process. Participants will explore when each type of expense report is used and best practices for handling a variety of situations. Workflows and strategies for tracking the status of expense reports will also be discussed. Case studies in small breakout groups will provide participants with the opportunity to practice classroom learning.

Please note: Participants cannot register for this class until online videos and the quiz listed below have been completed.

Those participating in TRaC Rep Certification should register for this class through the TRaC Rep Certification Curriculum.

Audience: 
Department TRaC Representatives and expense report initiators
Duration: 
3 hours
Archived: 
No
Hidden: 
No
Dead: 
No
Old ID: 
334