Recorded Configuration Webinar - Expense

In this video, we will review the initial account configuration steps most companies will need to complete to get their SVB T&E account up and running. The topics covered are the following:

1. Company Bank Account Setup
2. Accounting Sync Setup Overview
3. Building Blocks of an Expense: Categories, Expense Fields, and Team Fields
4. Managing Users in the People Page
5. Optional Features: Mileage, Billable Expenses, etc.
6. Expense Policy Creation and Management