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14. Travel

  • Enable travel
  • Create a group travel spend limit
  • Updating a traveler profile
  • Optimizing travel
  • Enable travel
  • Create a group travel spend limit
  • Updating a traveler profile
  • Optimizing travel

Enable travel

In order for you to take advantage of the full Brex Travel product, you will need to reach out to your Implementation Consultant or respective Brex contact. Once enabled, you will be able to customize your travel preferences for yourself and the entire company.

Create a group travel spend limit

If your team is traveling for an offsite or company trip, create a single Group Travel spend limit to keep track of all related expenses in one place.

Step 1: In your dashboard, go to Cards and Limits and click Create spend limit.

Step 2: Select Group Travel.

Step 3: Add details, all the members attending the trip, and the date range. We recommend setting the date range from when employees will start booking travel until after the trip.

Step 4: Now, employees will find their trip spend limit under the Wallet tab in their Brex dashboard and mobile app. They should toggle it on their physical Brex card before the trip to ensure global acceptance.

Updating a traveler profile

To start booking with Brex travel, start by completing your traveler profile under Trips > Manage profile in your Brex dashboard or tapping the settings icon in the top right of your screen in your Brex app and going to Travel > Traveler profile. Customize your profile with your contact information, preferences, loyalty programs, etc. to make the booking process faster in the future.

Optimizing travel

When traveling for business, each employee can request a spend limit for a trip using the individual travel request type. Similar to individual travel, the group travel request type acts as a template for group business travel, such as for team offsite events. For more information on how to create a spend limit for travel, review the section on Introduction to Spend Limits & Request type (design to link out bookmark).

There are certain customizations to three areas that can be generally applied that will make bookings for an employee more flexible when booking travel and allow for more governance from admins. The customizations are available and we recommend exploring for three types of Travel bookings:

1. Airline expense
2. Car rental
3. Lodging

That’s it! All of your employees can now request spend limits for T&E and book their travel directly on Brex.


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