Submit Expenses as a Delegate

Employees and managers who have been assigned delegate access in SVB T&E can act on behalf of another user to submit that user’s corporate card expenses and reimbursable expenses. 

*Please note: Delegation is only available when accesses SVB T&E via a browser; it is not available in the SVB T&E mobile app. 

• Employees and managers can submit both corporate card transactions and reimbursable expenses on behalf of their delegators. 
• Admins cannot work as delegates for other users, but they can submit corporate card transactions for any user via the Card Transactions screen.

Access Delegated Expenses as an Employee

Once you have been assigned as a delegate, a new tab appears in the sidebar when you log into your SVB T&E account. This allows you to switch between your own account and your delegate account, where you can view the delegated corporate cards transactions and reimbursable expenses of individuals to whom you are assigned.

Access Delegated Expenses as a Manager 

Managers who work as delegates will see their delegated transactions and reimbursements in the Delegated section of their Manager sidebar.

This will pop open the regular expense submission window. Delegates can choose from the receipts bin of the cardholder by clicking the Browse Gallery button.

Submit Corporate Card Transactions 

1. From the sidebar, open the Transactions screen.

• Employees: Select your Delegate tab, then select Delegated Transactions.
• Managers: Select your Manager tab. In the Delegated section, select Transactions.

By default, the Pending Submission tab opens, but delegates may also select the tabs to view Denied, Submitted, and Completed transactions.

2. Find the desired transaction in the list and select the Submit button.

3. If you need to edit a transaction before you submit it, select More Actions > Edit.

4. Enter the updated information on the Edit Expense Details screen.You may choose from the cardholder's receipts by selecting the Browse Gallery button in the receipt image preview.

5. When finished, you can either select Save Draft to save the transaction for later submission or select the Submit button to submit it immediately.

Create and Submit Reimbursable Expenses 

 1. From the sidebar, open the Reimbursements screen.

• Employees: Select your Delegate tab, then select Delegated Reimbursements.
• Managers: Select your Manager tab. In the Delegated section, select Rembursements.

By default, the Pending Review tab opens, but delegates may also select the tabs to view Denied, Approved, and Completed transactions.

2. Select the New button in the upper right.

3. On the New Reimbursable Expense screen, use the Expense For dropdown to select the user for whom you are creating the expense.

4. Enter the expense details and, if necessary, choose from the cardholder's receipts by selecting the Browse Gallery button in the receipt image preview.

When all the required details have been entered, select Create.

5. The delegator for whom you created the expense will receive an email notification that you have submitted a reimbursement on their behalf.
 

6. To track the status of the submitted expense, select it on the Reimbursements screen. The entire approval routing path will be displayed in the preview under Progress.

The preview also allows you to...

• Add a Comment: Select Add Comment to write a comment on the expense.
• Attach Another Receipt: Select the blue plus button at the top to attach another receipt.
• Edit the Expense: Select Edit Edit at the top to update the expense details.