In SVB T&E, Delegates have visibility into their own expenses and those of individuals for whom they are a Delegate.
*Please note: Delegates can only submit corporate card expenses for their designated user(s), not reimbursable expenses. From a security and safety standpoint, SVB T&E pays reimbursable expenses directly to the user. If the Delegate submits reimbursable expenses for their users, they will not have access to verify the banking information or other personal data.
Once an Employee has been assigned as a Delegate, a new tab appears in the sidebar when they log into their account. This allows Employees to switch between their own account and their Delegate account, where they can view the corporate cards of individuals to whom they are assigned.
To view transactions, Employees toggle to the Delegate view. Next, Employees click Delegated Transactions under Cards, and navigate to the Pending Submission tab.
- Delegates can also toggle between Submitted and Completed transactions.
To submit an expense, click the Submit button under the Action column:
Delegates can either submit an expense directly or click on the Three-Dot icon to edit the transaction.
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.
*Please note: The Delegate function is not available on the SVB T&E mobile app; it is only available when SVB T&E is accessed via a web browser.
Admins with Delegate Permissions
If you are already an admin, nothing changes if you are assigned as a delegate. As an admin, you always have the option to expense on behalf of others right from the Card Transactions page. Navigate to the Cards Transactions in your Admin sidebar and open the Pending Submission tab to submit transactions for others.
Managers with Delegate Permissions
If you are a Manager, the Delegate tab will not appear. However, you will still have a Delegate Transactions page in your Cards section to submit corporate card expenses for your employee(s).