Submitting a reimbursable expense on the website
To submit an expense on the web, hit the "New Reimbursable Expense" button in the upper right-hand corner of the screen.
Fill in the required fields in order to add context to your expense. Amount and Merchant are always required. If uploading a photo, select an image that is saved somewhere on your computer, or select an image from your Receipts library. Remember, you can forward any receipts to receipts@svb.com and they will be saved to your receipts library as a PDF.
Hit "send" in the bottom right corner, and your expense has been submitted. Your manager or administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer.
Submitting a reimbursable expense in the iOS app
To submit an expense in the iOS app, click the blue pencil icon in the middle:
Fill in the total amount of the expense. Click in the Merchant field to add in the location of the expense, add a note, and tap the camera icon to add a photo to your expense. When you’re all done, hit Expense.
To add a photo of the receipt, tap the camera icon. You will be given three options: 1) Choose from your saved Receipts, 2) Choose from Library, and 3) Take a photo. The receipts Library holds photos that you have stored for later use or receipts that you have e-mailed into receipts@svb.com. Choosing from your Library takes you to your phone's photo library, or you can snap a picture as you're submitting the expense.
Submitting a reimbursable expense in the Android app
To submit a reimbursable expense in the Android app, select the "+" icon in the lower right-hand corner of your screen. Next, click on "New Expense."
Fill in the total amount of the expense. Click in the Merchant field to add where you incurred the expense.
Click "Add Detail" to capture additional information about your expense, including Category, Date, Department, and more. Tap the camera icon to attach a photo of your receipt. When you're done, just hit "Send"!
To add a photo of the receipt, tap the camera icon. You will be given three options: 1) choose from your saved Receipts, 2) Choose from Library, and 3) Take a photo. The receipts Library holds photos that you have stored for later use or receipts that you have e-mailed into receipts@abacus.com. Choosing from your Library takes you to your phone's photo library, or you can snap a picture right as you're submitting the expense.
How to add a receipt to your Receipts Library in iOS and Android
If you receive a receipt via e-mail, forward it to receipts@abacus.com and we'll turn it into a PDF file and save it in your Receipts page. Or, you can snap a photo of a receipt and save it for later.
To add a new receipt in the iOS app, click the camera icon in the lower-left corner:
To add a new receipt in the Android app, you'll click the camera button as well, in the lower right corner:
This will pop open the camera app. Just snap the photo, add an optional note, and that's it!
Once the photo is selected, it will be stored in your Receipts Library for use in the future!