Reimbursable Expenses are business expenses that an employee has paid for personally and therefore needs to be repaid for by their company.
Employees can submit expenses for reimbursement in SVB T&E. To receive reimbursement payments through SVB T&E, you'll need to connect your personal bank account.
If the expense you would like to submit was charged to a corporate card connected to your SVB T&E account, submit the transaction instead.
*Please note: The maximum reimbursable amount you can submit is $25,000. Anything more than that will result in a submission error. If you have more than $25,000 to submit, consider splitting it into multiple submissions.
Submitting a Reimbursable Expense on the Website
To submit an expense on the web:
1. Start from your Personal Dashboard or navigate to the Reimbursable Expenses page by clicking Reimbursable Expense in your Personal sidebar.
2. Click New Reimbursable Expense.
3. Fill in the required fields to add context to your expense. Amount and Merchant are always required.
4. Follow these instructions to itemize the expense, add flight details or attendees, or indicate that it is billable.
5. To attach a receipt, click Upload a Receipt to select an image from your computer, or click Browse Gallery to select a receipt you've already uploaded to 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.
6. Click Create to submit your expense for approval.
Your manager or administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer.
Submit a Reimbursable Expense in the iOS App
You can also submit a reimbursable expense using the iPhone app.
*Please Note: Submitted expenses are not visible on the SVB T&E mobile app until the user has at least one approved expense.
1. In the mobile app, tap the pencil button.
2. Fill in the total amount of the expense. Tap in the Merchant field to add in the location of the expense. Tap to add any additional fields.
3. Tap the camera icon to add a receipt to your expense. You will be given three options:
- Receipts: Choose a receipt that you have already uploaded to SVB T&E
- Choose from Library: Choose from your phone's photo library
- Take a photo: Snap a picture as you're submitting the expense.
4. Tap Send.
Your manager and/or administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer.
Submit a Reimbursable Expense in the Android App
You can also submit a reimbursable expense using the Android app.
*Please Note: Submitted expenses are not visible on the SVB T&E mobile app until the user has at least one approved expense.
1. In the mobile app, tap the add + button.
2. Tap New Expense.
3. Fill in the total amount of the expense. Tap in the Merchant field to add the location of the expense.
4. Tap Add Detail to capture additional information about your expense, including category and any custom expense fields to your company tracks.
5. Tap the camera icon to add a photo of your receipt. You will be given three options:
- Receipts: Choose a receipt that you have already uploaded to SVB T&E
- Choose from Library: Choose from your phone's photo library
- Take a photo: Snap a picture as you're submitting the expense.
6. Tap Send.
Your manager and/or administrator will approve the expense, which will initiate a payment to your bank account via ACH transfer.
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!