Reimbursable expenses submitted by end users 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 reimbursable expenses on the SVB T&E website or via the iOS and Android apps.
Managers, approvers, and admins can also approve submitted card transactions in SVB T&E.
*Please Note: For information on how to reassign expenses, see How to Reassign a Manager For Expense Approval.
Approve Submitted Reimbursable Expenses
1. To review and edit, approve, or deny a reimbursable expense on the website, click Reimbursable Expenses in your Manager or Admin sidebar and you will be brought to the Needs Review tab.
2. Click the desired expense row to open the View Details page and review the expense information, paying attention to any warnings.
3. Managers can approve or deny expenses 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 buttons at the bottom of the View Details page.
4. Managers and admins can then move to the next transaction needing approval using the navigation arrows at the top of the page or keyboard shortcuts.
Actions Column
Managers and admins can edit, view details, approve, or deny the expense using the More Actions menu in the Actions column.
To edit an expense in order to correct or supplement information provided by the employee, click the More Actions menu and select Edit. Add or revise information and click Save.
To approve individual expenses, click the Approve button in the Action column.
To approve more than one transaction at a time, check the boxes next to the expenses you would like to approve and click Approve.
If you are a final approval admin, your approval will automatically queue a reimbursement for the submitter. Admins can, however, reverse an approval using the Deny button if they notice the error before the payment has been initiated that day (payment processing happens daily in the evening). See Deny Submitted Reimbursable Expenses, for more details.
Once an expense has been approved, it appears in the Completed Tab.
Deny Submitted Reimbursable Expenses
Admins may deny a reimbursable expense during the approval process or reverse an approval (i.e. "unapprove") using the Deny button if they notice an error before the payment has been initiated that day.
*Please Note:The Deny button is visible only if the reimburseable expense has not been approved or if payment has not yet been initiated for an approved expense (payment processing happens daily).
Once payment has been processed, we are unable to reverse the payment, and any reconciliation of an expense approved in error will have to take place outside of SVB T&E.
1. To deny a reimbursable expense on the website, click Reimbursements in the Admin or Manager menu. The Needs Review tab opens by default.
2. Click on the desired reimbursable expense to open the View Details pop up and review the expense information, paying attention to any warnings.
3. Managers and Admins may deny expenses on the View Details page one of two way:
- Use the keyboard shortcuts at the top of the View Details page,
- or use the Deny buttons at the bottom of the View Details page.
*For previously approved reimbursable expenses, the Deny button is only visible to Admins until payment has been processed.
4. Managers or admins can then move to the next transaction needing approval using the navigation arrows at the top of the page or keyboard shortcuts.
Actions Column
Managers and admins can edit, view details, approve, or deny the expense using the More Actions menu in the Actions column.
To edit an expense in order to correct or supplement information provided by the employee, click the More Actions menu and select Edit. Add or revise information and click Save.
To deny individual expenses, click the More Actions menu and select the Deny button.
To deny more than one expense at a time, check the boxes next to the expenses you would like to deny and click Deny.
Then, choose whether you would like to send the expense back to the submitter (e.g., if they need to add or refine information) or to permanently deny the expense so that it can't be resubmitted (e.g., if the expense is out of policy). Include a note and click Deny.
Once a transaction is approved or denied, it appears in the Denied tab. To view expenses that have been denied, click the Denied tab.