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:
Managers, approvers, and admins can also approve submitted card transactions in SVB T&E.
Approve Submitted Reimbursable Expenses on the Website
To review and edit, approve, or deny a reimbursable expense on the website:
1. Click Reimbursable Expenses in your Manager or Admin sidebar and you will be brought to the Needs Review tab.
2. Click the 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 or Deny buttons at the bottom of the View Details page.
*Please note: For information on how to Reassign expenses, visit the following help center article: How to Reassign a Manager for Expense Approval.
4. Managers 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 can edit, view details, approve, or deny the expense using the More Actions menu in the Actions column.
1. 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.
2. 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.
*Please note: 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 Unapprove button if they notice the error before the payment has been initiated (payment processing happens daily).
3. To deny the expense, click the More Actions menu and select Deny. Then, choose if you'd like to send the transaction back to the submitter (typically if they need to add or refine information) or to permanently deny so that the expense can't be submitted (typically if the expense is out-of-policy). Include a note and click Deny.
Once a transaction is approved or denied, it appears in the Completed tab.
Approve Submitted Reimbursable Expenses in the iOs App
To approve submitted reimbursable expenses in the iOS App:
1. Toggle to the Manager or Admin tab in the iPhone app to view your team's expenses.
2. Review and approve expenses.
- Swipe left to approve multiple expenses at once.
- Or, approve expenses individually by clicking into the expense, viewing the details, and hitting the Approve button.
Approve Submitted Reimbursable Expenses in the Android App
To approve submitted reimbursable expenses in the Android App:
- Toggle to the Team tab in the Android app to view your team's expenses.
- Review and approve expenses.
- To approve multiple expense at once, click the double check mark icon in the top right.
- Or, approve expenses individually by clicking into the expense, viewing the details, and hitting the Approve button.