This course is required for individuals assigned to validate Travel Card (TCard) charges and document TCard expense information in expense reports using the Expense Requests system.
The course should be taken by active Stanford University employees who need to be granted authority as TCard verifiers, responsible for handling TCard transactions and preparing expense reports (including TCard cardholders who will be acting as their own verifier).
Objectives
After completing this course you will be able to:
- Describe the TCard transaction process
- Search for and view outstanding TCard transactions and transaction history
- Manage the Expense End Date and Preparer Notes
- Prepare an expense report with TCard transactions
- Identify and resolve fraudulent or erroneous TCard transactions
Delivery Method
Web (Self-paced)
Duration
Approximately 40 minutes
Learning Path
Prior to enrolling in this course, complete prerequisite courses in the learning path below.
FIN-PROG-0020: Financial Stewardship Expectations
FIN-0102: Using Stanford Chart of Accounts
FIN-0400: Traveling for Stanford
FIN-0500: Introduction to the Expense Requests System (ERS)
Expense Requests
FIN-0402: Expense Reports with Travel Card Transactions
Additional Training Materials
- Expense Reports with Travel Card Transactions Learning Supplements
- Available for just-in-time learning following course completion
- Provides detailed instructions for:
- Viewing and Organizing TCard Transactions
- Entering a New Expense Report with TCard Transactions
- Handling Personal TCard Transactions in an Expense Report
- Handling Disputed (Fraudulent and Erroneous) TCard Transactions ….
- Expense Requests System
- Learn about the system
