SVB T&E

SVB a Division of First Citizens Bank

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SVB Travel & Expense (T&E) is designed to simplify your expense management workflow and provide real-time visibility into employee spending. Access your SVB T&E to track expenses from anywhere! At this time, this app is by invitation only and is in pilot test launch.

CAPTURE ACCURATE EXPENSE DATA FROM EMPLOYEES

With SVB T&E, reliable data sources such as receipts and card transactions are used to track spending behavior. In addition, CRM fields along with geolocation help ensure records are complete and accurate. SVB T&E receipt capture makes it easy to submit expenses as they happen simply by capturing receipts instantly using the camera feature on your phone and the SVB T&E mobile app – no need to save physical receipts or risk misplacing them.

AUTOMATE YOUR EXPENSE POLICY AND APPROVAL HIERARCHY

Policy rules are applied before expenses can be submitted to reduce violations. Routing rules then automatically send expense to the best suited approver.

FAST REIMBURSEMENTS ON TRAVEL AND EXPENSES WITH DIRECT DEPOSIT

Book business travel with your SVB card and get all your data reconciled. Once an expense is approved, SVB T&E processes reimbursements and directly deposits into the employee’s bank account.

CONTINOUS ACCOUNTING SYNC

Sync expenses into your accounting software using either cash or accrual method as they are approved so that your books are always up to date.

INSTANT VISIBILITY INTO SPENDING AND BUDGETS

Build custom analysis reports with real time data to help you identify trends and management budgets.

Nima yangiliklar

Enhancements and bug fixes