Expenses need to be approved by the final approval admin in SVB T&E before they can be paid out or sync to your accounting software. This article outlines where and how to approve expenses from your Admin dashboard.
Where to approve expenses:
Transactions: Your ‘Needs Review’ contains any corporate card expenses that are currently awaiting your direct approval
Reimbursable Expenses: Your ‘Needs Review’ contains any reimbursable expenses that are awaiting approval from another manager or admin. Once these are approved by the designated user, they will then move into your ‘Inbox.’
Pending Manager Review: contains any expenses that are awaiting approval from another manager or admin. Once these are approved by the designated user, they will then move into your ‘Needs Review.’
How to approve expenses:
In either the Transactions or Reimbursable Expenses page, click on ‘Needs Review’ - this will show you all of the corporate card transactions or reimbursable expenses that need your approval.
In this particular example, we are able to get more granular by filtering through the reimbursable expenses that need our approval by ‘Category,’ ‘User,’ and ‘Department.’
Once you have chosen your desired viewpoint, you can then approve expenses in the following ways:
Bulk approve
Select all of the expenses at the top by selecting the checkbox next to the number of items awaiting your approval. Then hit the "Approve" button below the Search bar.
Approve multiple expenses
Select the individual expenses you would like to approve by clicking on the checkbox and then click the "Approve" button below the Search bar.
Approve individually
To approve one expense at a time simply use the "Approve" button in the grid view. You can also click on the expense you would like to approve and then click on the blue approve button in the bottom right hand corner.