As purchases are made using a corporate card connected to your SVB T&E account, a feed of transactions will start to appear in the Needs Attention section of your personal Dashboard, as well as on the Transactions page. Once they are posted, you will need to review and submit transactions.
For details on the Pending Submission transaction status, see View Pending Corporate Card Transactions.
Where does the expense data come from?
- Credit card transactions from a corporate credit card: we'll transcribe and auto-populate the date, merchant, and amount.
- Expense History: based on historical expenses, we'll remember the category and make sure the merchant matches your historical expenses.
- Uploaded and Forwarded Receipts: using receipt transcription, we'll transcribe the date, merchant, and amount. SVB T&E compares your card transactions to your receipts, and if there's a match, SVB T&E will add that receipt to the expense proposal.
Submit Corporate Card Transactions from Your Personal Dashboard
1. Locate the transaction in the Needs Attention section of your personal Dashboard.
2. SVB T&E will auto-categorize* your expenses. Verify and update the suggested Business Purpose and Category as needed.
*Note: Overtime, SVB T&E will automatically categorize expenses based on the coded merchant before you even submit them. This means you don't have to manually categorize each expense, saving you time and reducing the chance of errors.
3. If a receipt has been uploaded to your receipt library, we'll attempt to match your receipt to the card transaction. If no receipt is attached, click Upload to attach a receipt to the transaction directly from your computer or click Browse Receipts to attach a receipt that you forwarded or uploaded to SVB T&E previously.
Note: If you need to add multiple receipts, follow these instructions.
4. Add additional details. SVB T&E will compare the expense to your company’s policy and let you know if anything needs to be filled in before you can submit it.
- Click Add Details to add Attendees or Check-In and Check-Out Dates.
- Click Expand to see view and edit full expense details, including the options to mark expenses as Billable, complete any User Editable Team and Expense fields, or to Split or Itemize your expense.
5. Once all information has been reviewed, click Submit.
The transaction will be sent for approval and will appear on the Completed tab of the Transactions screen once it is approved.
Note: If you are an Admin trying to submit a corporate card transaction for a user, please be advised that the card needs to be assigned to a user before the transaction can be submitted.
Submit Corporate Card Transactions from the Transactions Page
On the Transactions page, posted transactions need to be reviewed before they can be submitted.
1. Click Transactions in your personal sidebar to access the Transactions page.
2. Click into a transaction to view transaction details.
3. A sidebar appears, where you can add receipts, flights, and comments, split an expense, or edit the transaction details.
4. To attach a receipt, click Upload A Receipt to select an image from your computer or click Browse Gallery to select a receipt that you've already uploaded. (Follow these instructions to include multiple receipts.)
5. After any warnings are resolved, the transaction is ready to submit. Once you click Submit, the transaction will appear under the Submitted tab, pending Manager approval. When the transaction is fully approved, it is listed under the Completed tab.
IMPORTANT: If you are managing a corporate card, make sure you expense only what we import from your card. Otherwise any expense you create from scratch will be considered a reimbursable expense. Managers and Administrators, you can verify that expenses have originated from a corporate card when looking at the detail of the expense like below:
*Please note: that we only allow Admins to skip corporate card transactions such as payments, but some companies prefer that those transactions are submitted as well. Please check with your admin to see if they'd like you to submit negative transactions.
Bulk Submit Transactions from the Transactions Page
To bulk-submit, click the checkbox to the left of the transactions you would like to submit and click Submit at the top of the page.
Submit Corporate Card Transactions for Other Users
Admins may submit corporate card transactions for other users as long as the associated card has been assigned to a user. See What steps should be taken once my corporate card feed is linked? for details on how to assign cards.
1. Find the desired transaction in the list and check that there is a user assigned in the Card Holder column.
2. You may edit details or submit the expense by selecting the More Actions (three dots) button next to the transaction.
More ActionsSubmit Card Transactions from the iOS App
*Please note: The Dashboard section on the mobile app only shows the most recent corporate card transactions. To view all unsubmitted transactions, go to the Cards section.
To submit card transactions using the iPhone app:
1. Tap the menu in the top left corner of the home screen.
2. Select from the suggested expenses on your Dashboard or tap to open the Transactions page.
3. This will take you to your list of connected card transactions. To expense a transaction, just tap it, add details, and tap Expense.
*Please note: Submitted expenses will not be visible on the SVB T&E mobile app until the user has at least one approved expense.
Submit Card Transactions from the Android App
*Please note: The Dashboard section on the mobile app only shows the most recent corporate card transactions. To view all unsubmitted transactions, go to the Cards section.
1. Tap the add + button.
2. Tap Expense Card Transaction.
3. This will take you to your list of connected card transactions. To expense a transaction, just tap it, add details, and tap Send.
*Please note: Submitted expenses will not be visible on the SVB T&E mobile app until the user has at least one approved expense.
Missing Card Transactions
We display your card transactions as a pending transaction as soon as the purchase is authorized - this should happen momentarily after spending. It will take 1-2 days for transactions to finalize as posted.
While you are waiting for a transaction to appear in SVB T&E, do not manually create an expense if you made the purchase using a corporate card. Manually created expenses will be processed as reimbursable expenses. You can verify whether or not an expense is a card transaction by checking to see if the card details are included in the expense details.