1. Melissa/Nat will set you up with a login for SVB T&E. If you have not received one, please reach out to them.

2. All expenses must be submitted 7 days after the transaction date. We will not reimburse expenses submitted aftter 7 days of transacation date.

3. Once you have received your login. Login into SVB T&E https://expense.svb.com/login

4. Add your bank account so reimbursements can be direct deposited.

   1. In the upper right hand corner, select your name then personal settings.
   2. Click Bank Account
   3. Add your bank account details you want your reimbursements deposited to.
   4. Click email integrations (2 below bank accounts that you just updated).
   5. Add you personal and work emails here.

5. You have 3 options for submitting reimbursements:

   1. Mobile App - Download the SVB T&E Mobile App. (this is super helpful if you are traveling to take a picture with the app of each receipt so you don’t lose any).
      1. Click on the camera to take a picture of your receipt. Select Save.
      2. Your receipt will then show up in your SVB T&E account under receipts.
         1. To naviagte to receipts. Log into SVB T&E on the left hand side about halfway down the page you will see receipts.
      3. Verify the details and click upload receipts.
      4. Then it will move to your reimbursements tab. Click reimbursements. Add/verify details
         1. Amount, Merchant, Category (if you are unsure of the category ask Melissa/Nat), Department. If this is associated with gaining new business click add detail and select the event. If your event is not listed, contact Melissa/Nat to add your event. Attach your receipt and hit create.
   2. Automatic via Email - Once you have completed step 4 above you can forward you receipts from your email to SVB T&E.
      1. In your email forward your receipt to [email protected]
      2. Your receipt will then show up in your SVB T&E account under receipts.
         1. To naviagte to receipts. Log into SVB T&E on the left hand side about halfway down the page you will see receipts.
      3. Verify the details and click upload receipts.
      4. Then it will move to your reimbursements tab. Click reimbursements. Add/verify details
         1. Amount, Merchant, Category (if you are unsure of the category ask Melissa/Nat), Department. If this is associated with gaining new business click add detail and select the event. If your event is not listed, contact Melissa/Nat to add your event. Attach your receipt and hit create.
   3. Manual- Click on reimbursements (image a) —> then in the upper right hand corner click “New” —> this will open up where to input your receipt details (image b) —> Input your receipt details.
      1. Amount, Merchant, Category (if you are unsure of the category ask Melissa/Nat), Department. If this is associated with gaining new business click add detail and select the event. If your event is not listed, contact Melissa/Nat to add your event. Attach your receipt and hit create.

   image a

   

image b