This class is currently being redesigned in support of the Concur implementation. It should be availalbe in Spring of 2020.
This session is designed for TRaC Reps or those initiators responsible for creating expense reports and managing them throughout the approval and posting process. Participants will learn how to effectively "see" both corporate card and out-of-pocket expenses through the expense report tool and a variety of reports. Participants will explore workflow steps and the importance of ensuring master data is routinely maintained. Reports will be a key focus in this session - both reports that are provided to departments and those that can be run through the Duke@Work portal - with discussion focusing both on how to execute the reports and how to use the data returned to ensure timely posting of expenses to Duke's ledger.
Please note: Participants cannot register for this class until they've attended the prerequisite classes.
Those participating in TRaC Rep Certification should register for this class through the TRaC Rep Certification Curriculum.