Concur Expense Reports - An Overview
This session provides an overview of expense reports and the associated business processes that support their use across Duke. Participants will learn the roles and responsibilities of the employee, the expense delegate, approvers, the department’s TRaC Rep, 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 virtual classroom learning. This class is part of the Concur TRaC Rep Certification Process.
To register for the course: Concur Expense Reports – An Overview – virtual, instructor-led training
Concur Expense Reports - Policies and Procedures
This session focuses on Duke’s institutional policies as it related to all expenses that are processed through online expenses. Focus is given to expenses incurred through traveling on Duke business, using Duke’s corporate card, and requesting reimbursements for out-of-pocket expenses. Participants will explore appropriate purchasing methods to understand the relationship between the purchasing method and the ease and efficiency in processing expense reports. Discussion will focus on expenses in general and specific situations that are common across the institution. Participants will review and gain an in-depth understanding of the Untimely Posting process for corporate card transactions and share best practices based on their experience. This class is part of the Concur TRaC Rep Certification process.
To register for the course: Concur Expense Reports – Policies and Procedures – virtual, instructor-led training
Concur Expense Reports - Managing the Process
This session is designed for TRaC Reps or those expense delegates 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 Concur and a variety of reports. Participants will explore how to effectively monitor expense reports. Reports will be a key focus in this session – both reports that are provided to departments and those that can be run as On-Demand reports in Concur– 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. This class is part of the Concur TRaC Rep Certification process.
To register for the course: Concur Expense Reports – Managing the Process – virtual, instructor-led training
Concur Expense Reports - Reconciling Situations
This session focuses on the most commonly asked questions from Employee Travel and Reimbursement. Participants will review the common reasons why ET&R returns expense reports. Participants will explore situations such as working with attendees, reviewing the expense delegate report, and other tips and tricks in the tool. Reconciling practices will be discussed and review of the untimely posting schedule. This class is part of the Concur TRaC Rep Certification process.
To register for the course: Concur Expense Reports – Reconciling Situations – virtual, instructor-led training
TRaC Representative Certification Program
The four courses listed above are also part of the Concur TRaC Rep Certification Program. The program is for TRaC Reps, back-up TRaC Reps, and expense delegates in the department. For more details about the Concur TRaC Representative Certification Program, please visit the Financial Certification Program website here.