In the review process, an admin or manager may choose to deny your expense if information needs to be added or edited. Denied expenses will be marked as either Denied or Denied Permanently.
- Denied: Reimbursable expenses or corporate card transactions that have been sent back to the submitter. These may be edited and resubmitted.
- Denied Permanently: Reimbursable expenses that have been permanently denied cannot be edited and resubmitted. (Because they have already been paid by the company, corporate card transactions cannot be permanently denied.)
Who May Resubmit Denied Expenses?
- Corporate Card Transactions: Only the cardholder or their delegate(s) may resubmit denied corporate card expenses.
- Reimbursable Expenses: Only the expense owner may resubmit a denied reimbursable expense—delegates and admins cannot edit and resubmit on a user's behalf.
View Denied Expenses
Denied expenses are displayed in the Needs Attention section of the Dashboard when you log in to SVB T&E.
You may also view denied expenses on the Denied tab found the Reimbursable Expenses page or the Transactions page in your account, depending on the type of expense that was denied.
Details of denied expenses are also included in reminder emails you will receive.
Resubmit Denied Expenses From the Dashboard (Web Browser)
The easiest way to edit and resubmit a denied expense is directly from the Needs Attention section on the Dashboard.
Use the drop-downs to update the necessary details. You may also attach a receipt by clicking Upload, to attach a receipt from your device, or Browse Receipts, to select one you have already uploaded to SVB T&E.
When you are finished, click Submit.
When you click Submit, a corporate card transaction will move to the Submitted tab on the Transactions screen, while a reimbursable expense will move to the Pending Review tab on the Reimbursable Expenses screen.
Resubmit Denied Expenses From the Transactions or Reimbursable Expenses Page (Web Browser)
1. In the Personal Sidebar, click on the Transactions screen, if the denied expense is a corporate credit card transaction, or the Reimbursable Expenses screen, if it is an out-of-pocket expense.
2. Click the Denied tab at the top of the page.
3. When you find the returned expense that you want to resubmit, click the More Actions button to the right and select Edit & Resubmit.
4. Update the expense details and click Resubmit.
- If you need to replace the image, this must be done after you click Resubmit.
5. If necessary, once you resubmit your denied expense, you may delete the old receipt by clicking on the Trash Can button on the receipt.
On the Delete Receipt confirmation pop-up, click Delete.
6. Now you may either upload a new receipt or browse for the receipt in your receipt folder to attach it to the expense.
Resubmit a Denied Expense Via Mobile App
On your mobile device navigate to your Transactions or Reimbursable Expenses tab and locate the Completed Transactions section towards the bottom of the page. You may need to scroll to find the denied expense.
Tap on the expense you would like to resubmit, which will open the expense submission form. Tap Edit & Resubmit to make changes and send back to your admin for review.
Split a Returned Expense
When an expense is sent back to the user to be edited and resubmitted, SVB T&E will not allow the user to split the expense.
If you need to split an expense that has been sent back to you, you must first resubmit it as one expense and then edit the submitted expense to split it.
Change How a Returned Expense is Split
If you need to edit the split amounts or change how the expenses were split for corporate card transaction that you submitted as two or more split expenses, you must recombine the returned split expense into the original transaction before resubmitting it.
If you need to edit the split amounts or change how the expenses were split for a reimbursable expense that you submitted as two or more split expenses, you can just delete the denied expenses and create new expenses to resubmit as needed.