Certified TRaC Representative Advantages

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.