@j_stubley What Zoe did was created a Request. These are usually created by employees that are going to travel to get pre-approval for the expenses they plan on incurring. The request usually has the expenses the employee anticipates making on a business trip to give their manager an idea of the trip cost before they book it or spend any money for the trip.
If Zoe paid for the conference on a personal credit card and is wanting to be reimbursed, then Zoe needs to create an expense report. To do this log into SAP Concur. At the top of the screen there will be an option that says Start a Report. Once you click Start a Report the Report Header screen will open. Fill out the required fields (marked with a red bar) then click Next. This will create and open the expense report. Zoe can then add an expense for Seminar/Conference to the report. Fill out all the required fields and Zoe needs to attach a receipt to expense entry.
Zoe will see a message about the Request needing to be attached to the expense report, however it needs to be approved by a Request Administrator. The three names you mentioned, Mitch, Ryan and Mark, do not have the Request Administration role to approve the Request. I tried doing a search for who at IBM has this permission, but nothing came up.
Once the Request has been approved, however, Zoe can click the Details link on the expense report and select Report Header from the drop down list. When the Report Header window opens, scroll to the bottom of the window to the section labeled Requests. Click the Add button. Zoe will see Request 66449. Click the little checkbox to select the Request, then click Add.
I'm not sure who will be able to approve the Request, but try reaching out to Brooke Barry at IBM, she is listed as an Authorized Support contact and has some admin rights.
Thank you,
Kevin
SAP Concur Community Manager
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