Upon receipt of the Certified TRaC Representative Certificate within the institution’s Financial Certification Program, recipients will have the skills to:
- Create Travel or Non-Travel Expense Reports in Concur.
- Understand G/L accounts that are most frequently used to account for travel and corporate card expenses.
- Understand key terminology 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 expense delegate, the employee, departmental/funding source approvers, and Employee Travel and Reimbursement.
- Develop knowledge to be a departmental point of contact for expense report related questions.
- Be familiar with Concur Mobile functionality.
- Understand the value of bundling individual expenses to increase processing efficiencies.
- 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 backup documentation requirements for expenses.
- Discuss and explain responses to commonly asked questions.
- 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.
- Examine Duke’s untimely posting process.
- Explain how to use the Workflow Status Report in Duke@Work to manage expense report approvals and postings.
- Understand the workflow associated with expense reports and how to update master data and departmental settings to ensure expense report workflows route appropriately.
- Identify the methods and frequency of communication used by Employee Travel and Reimbursement.
- Explore reconciliation practices.
- Identify online resources, including the Concur website, available to educate TRaC Reps, expense delegates, and employees on expense reports and corporate card tools and policies.