Transactions submitted by employees must be approved by managers, any assigned approvers based on your Approval Routing, and final approving admins in SVB T&E. You can review and edit, approve, or deny submitted transactions:
As a managers or admin, you can see connected card transactions for you team by clicking Transactions in your Manager or Admin sidebar. As needed you can remind users to submit their transactions for approval on the Pending Submission page.
Managers, approvers, and admins can also approve submitted reimbursable expenses in SVB T&E.
Approve Submitted Card Transactions on the Website
1. To review and edit, approve, or deny a submitted transaction on the website, click Transactions in your Manager or Admin sidebar.
The Needs Review tab opens by default, but you may also filter transactions by Needs Manager Review, Pending Submission, Denied, or Completed. To learn how to create your own filters and save them, see Available Advanced Filters for Expenses and Transactions.
2. Click on the desired transaction to open the View Details page and review the information, paying attention to any warnings.
3. Approvers may approve or deny transactions on the View Details page one of two ways:
- Use the keyboard shortcuts at the top of the View Details page.
- Or use the Approve or Deny buttons at the bottom of the View Details page.
*Please Note: For information on how to Reassign transactions, see How to Reassign a Manager for Expense Approval.
4. Approvers can then move to the next transaction needing approval by using the Navigation arrows at the top of the page, or using the keyboard shortcuts.
Actions Column
Approvers can edit, view details, approve, or deny the transaction using the More Actions button in the Action column.
To edit a transaction in order to correct or supplement information provided by the employee, click the More Actions button and select Edit. Add or revise the information and click Save.
To approve individual transactions directly from the Transactions screen, click the Approve button in the Action column.
To approve more than one transaction at a time, check the boxes next to the transactions you would like to approve and click Approve.
To deny a transaction, click the More Actions button and select Deny to send the transaction back to the submitter.
Include a note telling the submitter what to fix and click Send Back.
*Please Note: You cannot fully deny or delete corporate card transactions in SVB T&E. Since the money has already been spent on the company's card, it is too late to deny the expense. Admins can skip corporate card transactions that are not necessary to reconcile.
Once a transaction is approved or denied, it appears in the Completed tab.
Approve Submitted Card Transactions in the iOS App
1. To approve submitted card transactions in the iOS App, tap on the Manager or Admin tab in the iPhone app to view your team's transactions.
2. Review and approve transactions.
- Swipe left to approve multiple transactions at once.
- Or, approve transactions individually by tapping on the expense, viewing the details, and tapping the Approve button.
Users have the options to add a comment or a note when approving an expense.
Approve Submitted Card Transactions in the Android App
1. To approve submitted card transactions in the Android App, tap on the Team tab in the Android app to view your team's transactions.
2. Review and approve transactions.
- To approve multiple expense at once, tap the double check mark icon in the top right.
Or, approve transactions individually by tapping on the expense, viewing the details, and tapping the Approve button.