Product Updates

Brex's QuickBooks Online integration now lets you control whether bill payments sync back to QuickBooks Online. In your QuickBooks sync settings, you can choose to sync all bill payments or none, keeping your bill data accurate without manual cleanup.

There’s also a new "Manage QuickBooks" view within bill pay that provides a settings panel to enable sync, configure required mappings (payment account, AP/card accounts, manual payment handling), and manage preferences.

To enable this feature, ensure you’re opted into Early Access features by going to Settings > Early Access and toggling on Enable early access features.

Then go to Bills > Manage QuickBooks > Enable Bill Sync. There you can configure Payments to Sync.

You can now connect your ERP earlier in the Brex onboarding flow, so Brex can start reading your GL structure and transaction history before accounting setup begins. QuickBooks Online, Xero, and Puzzle are supported via a standard OAuth flow directly from the onboarding configuration screen. The result is a faster, more personalized accounting integration setup.

This improvement is available to new customers during onboarding.

Admins can now build auto-invite rules with more conditions using custom fields and reporting lines, making it easier to automatically invite the right employees based on how your team is structured, including consistent rule handling and support for complex team setups. Find it at Team > Settings > Auto-invite.

Note that this functionality is available to Premium and Enterprise plan customers.

To enable this feature, first go to Settings > Early Access, and turn on the Advanced auto-invite rules toggle.

When a bill payment fails, Brex now surfaces the issue clearly on the Bills page and in bill details, as well as by email, with guidance on what went wrong and what to do next. If the issue is external, such as insufficient funds, you can fix it and retry the payment directly. If bill details need to change, you can update and retry from the same flow.

The result is a faster, less frustrating way to recover from failed bill payments, with fewer delays and less duplicate work for AP teams.

Visit the Bills page in your Brex dashboard to explore this feature.

Brex and Zip now let AP teams pay approved invoices with an automatically generated virtual card. Once an invoice is approved in Zip, a unique virtual card is created and locked to the invoice amount, currency, subsidiary, and time window, keeping the payment tied to that specific bill.

Approvers can send the card securely to the vendor or assign a cardholder to pay on their behalf. When the card is used, the transaction is automatically matched to the invoice, synced to your ERP as a bill payment, and the invoice is marked paid.

The result is a faster, more controlled way to pay invoices in Zip with less manual reconciliation.

To enable this feature, reach out to your Brex rep.

Brex now gives accounting teams more control over how NetSuite fields are imported, with a new field-level import flow and built-in permissions check.

During integration setup or reconnect, Brex lists all supported NetSuite fields, including chart of accounts, dimensions, subsidiaries, and currencies, and runs per-field sync checks via NetSuite's APIs.

Fields your NetSuite role can't access are automatically identified so they don't block the overall import. Mandatory fields are clearly enforced, and you can select only the fields you actually want to sync.

Once set up, you can refresh individual fields from the Fields Library without re-importing everything. This helps reduce import time, avoid permission errors, and give you more granular control over how Brex and NetSuite stay in sync.

Accounting admins can now enable a per-field toggle that appends the ERP field value ID to the display name in Brex. This makes it easier to distinguish values that share the same name but different IDs (for example, multiple projects or classes with identical names).

Accounting admins can toggle "Include IDs with value names" on a per-field basis in the Fields Library. When enabled, each value in that field displays as "ID - Value Name” (for example "001 - Admin " and "002 - Admin”). This makes it easy for employees to select the correct value.

The setting is configurable per field from the Fields Library and applies across transaction details, mappings, rules, reviews, and exports. This update gives accounting teams a clearer, more reliable way to review and work with ERP-backed values in Brex.

To enable this feature, ensure you’re opted into Early Access features by going to Settings > Early Access and toggling on Enable early access features.

To enable the per-field toggle, go to Accounting > Fields Library and select Configure Field.

Custom rules in Brex now support "is not" filters, including "is not empty." When building rules in Accounting > Manage Automations > Custom rules, you can exclude specific field values or require that a field contain any value at all. This gives accounting teams more flexibility to automate categorization without changing their existing workflow.

Get started at Accounting > Manage Automations > Custom rules.

Admins setting up policies in Policy Rule Builder now have two new options specific to purchasing cards:

• Specific p-card targeting: Admins can create policy rules that target individual purchasing card spend limits, allowing different p-cards to carry different approval requirements, memo rules, or receipt thresholds.
• Card Type filter: Admins can create rules that apply broadly to all purchasing cards or employee cards at once using a new Card Type filter.

Both capabilities are available to all customers with p-cards enabled. Premium customers can also go to Settings > Plan and turn on the p-card feature if it’s not already enabled.

To start using this p-card policy targeting and new filter, first go to Settings > Early Access and toggle on P-card policy.