Once you have created your organization's SVB T&E account, you will be taken to the SVB T&E Setup Wizard for online onboarding.
*Please note: if you close the wizard, it will reappear the next time you navigate to the Dashboard.
Click Start.
Select Yes or No, depending on whether users should be able to submit reimbursable expenses. If you aren't sure, select Not Sure; you will be able to set this up later, if necessary. Then click Next.
Choose the accounting system your organization uses and click Next.
Select how many users you plan to invite to SVB T&E initially and click Next. You may change the number later.
From here, you may either click Start to view your customized set of onboarding tasks or click Go to Dashboard to begin using SVB T&E immediately.
See Set Up Your SVB T&E Account for more information on your onboarding task list.
If you clicked Go to Dashboard, you may access the list from the Admin menu at any time before the list is completed by clicking Set Up Your Account in the Admin menu.