Is it your first time using SVB T&E or maybe you need a refresher? This article will lead you through SVB T&E best practices from logging in to submitting your first few expenses for approval.
Log In to SVB T&E
1. You'll receive an email when your administrator has added you into SVB T&E. Click Accept Invite within the email.
2. Enter a password, check the box, and click Get Started.
3. Fill in your personal details and click Finish Setting Up.
4. You will be brought into your account and a guide will walk you through your homepage. Bookmark https://expense.svb.com/ for future use.
Your SVB T&E Homepage
The first page you're brought to is your personal Dashboard. Here, you'll see:
- Cards you've been assigned
- The ability to request a new card or start a new reimbursable expense
- Transactions that need your attention
On the left side of your screen, you'll additional tabs:
- Transactions: View all of your card transactions.
- Cards: A more detailed look at any cards you've been assigned.
- Reimbursable Expenses: Any reimbursable expenses added into SVB T&E.
- Trips: Create a tag to organize expenses related to a business trip.
- Receipts: Any receipts you've uploaded into SVB T&E.
- Spend Policy: Any rules your administrator has in place for your account.
Edit Your Personal Details
1. On your homepage click your name, then click Personal Settings.
2. Use the tabs on the left to enter you personal information. Be sure to click Save at the bottom of each page if you've made any changes. The Account Information tab holds your personal details such as your name, email address, phone number, and birth date.
3. The Bank Account tab allows you to connect a personal bank account. Click Connect Bank to begin, then choose your bank and enter your login credentials. Follow the on-screen prompts to connect.
The remaining tabs include:
- Bank Transfer History: This shows a detailed history of any bank transfers initiated in SVB T&E.
- Security: This allows you to change your password and enable two-factor authentication.
- Email Accounts: This shows the primary email address associated with your SVB T&E account and allows you to add an alternate email address.
- Notification Settings: This lets you determine how and when to be notified when certain actions take place.
Download and Capture Receipts using the SVB T&E Mobile App
1. Download the SVB T&E Mobile app on your smartphone.
2. Log in to the app with your SVB T&E username and password.
3. Tap the blue Camera button and take a photo of your receipt.
4. Sync the new photo of your receipt to your SVB T&E account by swiping down on the home screen. Other options to send receipts in are via e-mail and uploading.