The Reimbursements screen contains all the settings admins need to manage reimbursable expenses in SVB T&E.
To access the screen, click the Company Settings button in the upper right corner of SVB T&E, then click Reimbursements.
To set up reimbursements for the first time, follow the steps below.
Enable Reimbursable Expenses
The Enable Reimbursable Expenses toggle allows you to control whether users at your organization may create reimbursable expenses. If you turn it off, the Reimbursements page will no longer appear in the Admin or Personal menus in SVB T&E.
Enable SVB T&E to Process Reimbursements
The Enable SVB T&E to Process Reimbursements toggle allows you to control whether payments will be made via SVB T&E. Most customers choose to reimburse employees through SVB T&E. Employees receive payment within 6 business days after final approval.
If you turn this toggle off, users may still submit reimbursable expenses and admins may still approve them, but payments will not be made by SVB T&E using funds from your bank account.
Instead, your organization will need to make the payments outside of SVB T&E. Additionally, SVB T&E will not send any records back to your account system via our automated integration; you will also need to do this manually.
*Please Note: It is not recommended to use this feature to temporarily pause payments via SVB T&E because any expenses submitted while it is turned off will not have their payments processed even after it is turned back on. Those expenses will need to be resubmitted in order to be paid via SVB T&E.
If you haven't already, you will need to connect a bank account before reimbursements can be made. You will see the following note to direct you to the Bank Accounts page.
Payout Schedule
If the Enable Reimbursable Expenses and Enable SVB T&E to Process Reimbursements toggles are both on, you may use the Payout Schedule drop-down to select how frequently you want payments to be made.
Once you have made the desired changes, select Save. Changes will appear in the user interface within 2 to 5 minutes.
Submit a CSG Forte Company Verification Form for Online ACH payments
CSG Forte is SVB's trusted provider for online ACH payments. You must complete the CSG Forte application for approval in order for SVB T&E to process your reimbursements.
Before starting the Forte application, you must connect your company's bank account.
*Please Note: ACH reimbursements require a linked bank account. You may either link a bank account via Plaid before you begin the application or manually enter your bank account during the application process.
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Click Connect then select Start Application.
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Complete all the necessary fields on the Forte application pop-up. Certain fields may be auto-populated with information entered on the Company Information page when you first set up your SVB T&E account.
- Then select Submit Application.
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Once the Forte application is submitted, you will see the following confirmation.
- CSG Forte will review your application, and you will be notified within 3-7 business days about the application result via the email provided in the application. CSG Forte may reach out with questions about your application.
CSG Forte FAQs
How long is the ACH payment processing time?
ACH payments via CSG Forte can take up to 4-6 business days to process. However, exact ACH processing times vary quite a bit depending on merchant-risk profile, transaction type, and underwriting/hold policies.
How do I check my Forte application status?
Your CSG Forte application ID and Status are displayed in Company Settings > Reimbursements once you submit your application successfully.
- If the status is "Under Review," Forte is currently reviewing your application. They will contact you via email if further information is required.
- If your application has been approved, a success message and the “Connected” status will appear on the Reimbursements screen. You will also receive a confirmation email.
What should I do if my CSG Forte application is declined?
If your application is declined, CSG Forte will email you indicating the missing information. Respond directly to their email with the requested details.
What should I do if my CSG Forte application is rejected?
CSG Forte retains sole authority in the final outcome of your application. If your CSG Forte application is rejected, you can use the review feature of reimbursements in SVB T&E. You will need to pay employees outside the system.
Once my Forte application is approved, what do employees need to do to receive reimbursement payments?
New Reimbursement Users
To receive reimbursement payments in SVB T&E, new users must connect a personal bank account to their profile.
Existing Reimbursement Users
Users who connected their bank accounts via the previous reimbursement system (i.e., before March 31, 2026) must reconnect their bank account to CSG Forte to continue receiving reimbursements.
- New reimbursements initiated on or after March 31, 2025 will not be processed until users reconnect their bank accounts.
- In-flight reimbursements processed before March 31, 2025 will still be sent to the previously linked account.
Users will see in-app prompts on the Dashboard and Personal Settings screens to guide them through the process.
Alternately, users can follow the steps below:
- In the SVB T&E web app, select your name in the upper right corner and select Personal Settings.
- In the menu on the left, select Bank Account.
- Select Connect Bank.
How do I check if my employee has a bank account connected?
You can see this on their user profile. See How to Confirm a User Has a Bank Account Connected.