Once you set up/connect your card programs successfully, there are a few steps that you need to take for a complete setup of the connection:
Note: New cards on your card program will appear in SVB T&E once there are posted transactions available on the card.
1. Assign the cards to the users
There are two options to assign cards: from the Card Programs and Team Cards pages.
From the Card Program pages: Click the gear to access the Company Settings screen, click Card Programs, click the three-dot on the card program, then Manage Cards:
This option allows you to assign cards to users, unassign them when necessary, and view canceled and deleted cards.
The User drop-down menu allows you to select the user you wish to assign or unassign. Click the red trash button to delete a card and unassign it. Then click Save.
From the Team Cards page: The Team Cards page lists all of the corporate card programs connected to your SVB T&E account as tabs across the top of the page. In order to appear as a tab, you must connect each corporate card program to your SVB T&E account.
For each card program, you can see the list of cards in SVB T&E by the cardholder. From each tab, you can:
- Click the pencil to change who a card is assigned to
- Click the trash can to remove the card
- Click the hyperlinked number under Unexpensed Transactions to open a filtered list of the unexpensed transactions associated with that card on the Transactions page (Please note: You have to assign the card to the user before you can see the Pending Submission transactions for that card).
2. Map the cards for exporting purposes
If you have a sync setup with your accounting software, you can choose to connect to one or more card feeds.
To set up card feeds:
1. Click the gear in the top right corner to open the Company Settings page.
2. In the sidebar, select Accounting Sync.
3. Select the type of sync you would like to set up.
- If you have one card feed in your accounting system, select the second option and it will automatically populate.
- If you have multiple card feeds in your accounting system, select the third option. You will need to map each card to the correct feed. Click none to view a drop-down menu of available card feeds. Click Save once each card is mapped.
Once you have set up your card feed, transactions will be synced into your accounting software once they are approved by an admin and automatically matched to the card feed. Selecting your card feed here is required for the sync to match transactions to the correct card feed in your accounting platform.