How to Set up Categories
We make it easy to create a customized category list that maps to your chart of accounts.
As an Admin, log in to your SVB T&E account and access your 'Account & Settings' tab, then click on 'Categories' on the left hand-side.
- To enter in a new top-level category, scroll to the bottom and click the "+ New Category" button, enter in your category and press 'Create'.
- To add a new subcategory to an existing category, click "+ New Sub-Category" button, select the category by clicking the down arrow, then enter in the new subcategory. Be sure to click 'Create' once done!
To edit a category name, click on it to open the text editor:
To delete categories, simply click on the delete symbol to delete it
Please note: For manual accounting, you must connect to Custom Mapping for the Chart of Accounts column to be visible on the categories page. Head to Settings >> Accounting Integration >> Connect to Custom mapping. Once enabled the Chart of Accounts column will be visible on the Categories page.
How to specify who sees which Category:
You can limit the visibility of categories to certain groups. If you've created Team Fields to segment your employees into groups (i.e. Department, Location, etc.) you can limit the visibility of your Categories based on these groups.
In this example, the Team Field we're using to limit the visibility of the categories is Location.
By default, each category is visible to all employees:
If there are certain categories that only need to be seen by certain groups, you can edit the visibility. In this example, we're editing the "Onsite Training" category so that just the Class 1 users can see it. You can select multiple groups, or just one:
Map each category to the corresponding Chart of Accounts in your accounting platform:
*Please Note: The system will only show 100 first active Chart of Accounts from your accounting system. If you don't see your item there, you can search for it by typing the name of it in the Search box.
You can configure your category list according to the Team Fields you've set up, and this will support a more granular approach to your accounting.
What your employee sees
Once configured, your employees will be able to see the category list as they submit expenses.