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 should be able to:
- Describe the purpose of the TCard
- Differentiate between TCard types
- Differentiate between incidental personal charges and fully personal charges
- Describe the roles involved in managing TCard transactions
- Describe how TCard transactions move through the Expense Requests System (ERS)
- Explain the purpose of managing outstanding TCard transactions
- Describe the process for preparing an expense report that includes TCard expense
- Differentiate between fraudulent and erroneous TCard charges
- Summarize the dispute process for TCard charges
- Identify TCard security and fraud-prevention practices
Delivery Method
Web (Self-paced)
Duration
Approximately 30 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 workflow instructions
- Expense Requests System
- Learn about the system