Account Setup

Company Account Configuration

• Update Your Company's Name, Logo, and Email Domain
• How to use International Mode
• Automated Reminders for Cardholders & Approvers
• Enable Card Issuing for Managers
• SVB T&E + Slack Integration
• Using Team Fields in SVB T&E

See all 10 articles

Expense Policy

• FAQ: How Do I Make an Expense Field Visible During Expense Submission?
• Creating an Expense Policy
• Automatically Approving Expenses
• How to use Approval Routing

Self-Service Implementation

• Self-Implement SVB T&E
• Setting up an Employee Account Checklist
• Admin Account Overview
• Getting Started with SVB T&E
• How to Leverage the In-App, Self-Service Implementation Guides
• SVB T&E FAQ

Security

• Security at SVB T&E

Account Closure

• Closing the Company Account Checklist
• Employee Deactivation Checklist