The Card Programs page shows the details of every corporate card program added to your organization's SVB T&E account, including Card Program Name, Card Program Type, Connection Date, Last Updated Date and Statement Cycle (where applicable).
Click the gear to access the Company Settings screen, then click Card Programs.
Depending on the type of card program connected, you will see some or all of the options listed below when you click the three-dot button to the right of the program name.
Rename
Administrators may change the name of any card program in SVB T&E, ensuring that you can easily adapt program names to match evolving needs, branding changes, or organizational restructuring.
Enter the new Card Name and click Save.
Delete Program
This option will allow you to remove the entire card program from SVB T&E, including all associated card data and transactions. This is useful for removing programs that are no longer in use or relevant.
- Note that previously submitted expenses from this card program will not be removed from your SVB T&E account.
Click Delete Card Program.
Manage Cards
This option allows you to assign cards to users, unassign them when necessary, and view cancelled and deleted cards.
Please note: Outstanding transactions from cancelled cards that have synced into SVB T&E can still be submitted for approval. However, the card must be assigned to a user to submit transactions.
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.
Bulk Skip
The Manage Card Program screen also allows you to Skip transactions in bulk by clicking the blue Bulk Skip link.
This will enable you to skip all transactions through a specified date for the cards you select. Please note that transactions can be skipped individually.
Select the Deactivation Date, then check the boxes next to the relevant users, scroll to the bottom, and click Save.
New Card
This feature allows administrators to easily create and distribute new virtual SVB cards. See Issuing Virtual Cards with SVB T&E for details on creating new cards.
Edit Statement Start Day
Admins can set the statement start day to align with accounting or reporting requirements. This is useful for filtering and organizing transactions within SVB T&E.
Once you select Edit Statement Start Day from the three-dots menu, the Start Day drop-down will appear in the Current Statement Cycle column. Use it to select the desired day that statements will start in SVB T&E.