New to SVB T&E? These 6 steps will get you set up and ready to use SVB T&E with ease.
1. Create Your SVB T&E Login
When your admin invites you to join SVB T&E you will receive an email. Accept your invite then create your login. After that you'll be able to use SVB T&E!
2. Connect a Personal Bank Account
In order to be receive reimbursement payments through SVB T&E you need to connect a bank account. Navigate to the 'Bank Account' tab in your Settings page to connect one.
Payments are made via ACH, which is a direct deposit to your bank account. For step-by-step instructions, see this help article.
3. Download the Mobile App
SVB T&E is offered online and as a mobile app for Android and iOS. Download the app to submit expenses on the go.
4. Submit an Expense for approval
You can submit corporate card expenses on both the mobile app and web app. Navigate to the 'Unexpensed' Tab to see all the expenses you need to submit for approval. These transactions will come directly from your corporate card. Receipts will automatically attach to the proper transaction as you upload them. Add any details to the expense then click 'Send' For more information, watch the Employee Training Camp.
SVB T&E eliminates the need for expense reports. Expenses can be submitted as soon as the transaction occurs and one-by-one.
5. How to submit a reimbursement
You can submit cash reimbursements on both the mobile app and web app. Click the blue 'New Reimbursable Expense' button on the right corner of your SVB page. Upload your receipt and fill out all the necessary information before clicking 'Send' to submit the reimbursement for approval.
6. How to approve if you're a manager
If you are a manager, you will see an additional 'Manager' tab in your SVB T&E account. All the expenses you need approve will collect in your inbox. Use 'Live Reports' to view the expenses by Category, User, Department or other specifications. Then click on the expense to see details and approve or deny.
For more information, please see How do I approve or deny expenses?