# Help Center Get answers to all of your questions regarding Brex **URL Source:** https://www.brex.com/support --- ## Popular Articles ### [How Brex credit limits work](https://www.brex.com/support/brex-credit-limits) Brex is built to be your financial platform at every stage of growth. Whether you're just getting started, entering the Commercial or Upmarket space, or leading a global Enterprise, our solutions scale with you to manage the increasing complexity of your finances. This approach helps you spend smarter and move faster, with clear insights and high limits available quickly. ## Overview Brex is built to be your financial platform at every stage of growth. Whether you're just getting started, entering the Commercial or Upmarket space, or leading a global Enterprise, our solutions scale with you to manage the increasing complexity of your finances. This approach helps you spend smarter and move faster, with clear insights and high limits available quickly. To provide a credit limit that meets your growing needs, our underwriting process adapts to your unique business model and financial characteristics assessing your company based on the metric that best reflects its strength — be it your cash balance or your sales and performance. The information below can help you understand your Brex credit limit. ## What determines your Brex credit limit The credit limit for your Brex card account is determined based on either cash-based underwriting and/or revenue-based underwriting. In order to unlock higher limits, we recommend providing complete financial information. We’ll underwrite your account based on one or a combination of the following: - **Connected bank funds:** Available for accounts making monthly payments. - **Bank statements:** Available for accounts making monthly payments (If you can’t connect your bank account). - **Brex business account funds:** Required for daily payments and available for qualified accounts making monthly payments. - **Financial statements:** Available for accounts making monthly payments. ### Connected bank funds Brex uses Plaid or Finicity to **securely** and **seamlessly** connect to your bank accounts so we can view account transactions and balances. Connecting your bank accounts gives us a complete picture of your financial profile, which we use to determine your credit limit. The best way to unlock the highest credit limit is to: 1. Securely connect all bank accounts where you hold cash (our system can see your full financial strength) 2. Maintain a strong payment history by paying your balance on time Account and card admins can update bank connections or add new ones [from your Brex dashboard](https://dashboard.brex.com/?should-connect-bank=true/). Plaid or Finicity support many bank accounts. **Note**: If you maintain cash at multiple financial institutions that you cannot connect to Brex, providing us with statements for each account helps us give you the highest limit possible. Upload your two most recent monthly statements for additional accounts [through this secure file uploader](https://www.brex.com) or the [Financial documents](https://dashboard.brex.com/settings/financial-documents) page in your Brex dashboard. ### Bank statements If you run into issues with connecting your bank account, we can provide a solution by accepting bank statements instead of an account connection. Similar to connected bank underwriting, we use bank statements to access your cash balance to understand your company’s financial health and determine your limit. We accept statements that meet these criteria: - Statements must be official bank PDFs; no screenshots or scanned copies will be accepted. - Two or sometimes three full months of statements are required each time a new account is introduced. If you’d like to see instructions on how to upload bank statements, please read [this help article](https://www.brex.com). ### Financial statements We may review financial statements including income statements and balance sheets to evaluate cash flow and growth trends. These statements give our underwriting team a comprehensive view of your company’s financial position, including liquidity, profitability, and leverage metrics. Based on this data, we can assign a credit limit that reflects your company’s scale and financial strength. You may submit standard financial documents, including: - Balance sheets - Income (profit & loss) statements - Cash flow statements For more information on financial statement underwriting, please read[ this help article](https://www.brex.com) ## Limits by account type Please read the relevant section below, which will outline how your credit limit is determined for your Brex card based on your product type. To determine limits with our monthly payments product, we consider your current cash balance, cash flow, and overall financial performance. As your cash balance, cash flow, or financial performance changes, your available limit may change accordingly. By default, payments to settle your statements are due monthly. If you have a Brex business account in addition to a card with monthly payments, you can switch between a monthly payment cycle and a daily payment cycle. Your autopay account can be any linked bank account, including Brex business accounts. If your account makes monthly payments, you're eligible to redeem Brex points for a variety of options listed in[ this article.](https://www.brex.com) For Brex cards with daily payments, limits are based on the aggregate balance of your Brex business account across your primary checking, treasury, and vault accounts. Payments to settle your statement are due daily. If your account makes daily payments, you’re eligible to redeem your Brex points for a variety of options listed in[ this article.](https://www.brex.com) Brex previously offered cards with net 60-day payments to certain customers. Grandfathered accounts may maintain their net 60-day statement periods, but otherwise, Brex no longer supports net 60-day payments. For accounts that have been grandfathered into this product, your Brex card limit is directly related to your estimated revenue reported in your accounts that are connected to Brex. Your limit depends on the balances of connected bank accounts and/or bank/financial statements, as well as any connected ecommerce platforms such as Amazon or Shopify. ## Credit limit increases Brex continuously monitors your credit limit to provide the best possible experience. Your credit limit is designed to remain stable and predictable, provided you maintain the following: - Strong payment history - Ongoing financial visibility (via connected bank accounts or updated statements) If your financial profile indicates you qualify for a higher limit, Brex will proactively reach out for an increase. To learn more about requesting limit increases, [please refer to the article here.](https://www.brex.com) ## Disclaimer _The information you provide is used solely for credit evaluation. Brex treats this data as confidential and complies with rigorous privacy and data handling policies._ Credit limits are calculated in part by Brex’s ongoing account-specific determination of risk. These credit limits are subject to change at any time at our sole discretion in accordance with our rights outlined in the Platform Agreement. --- ### [Two-factor authentication (2FA)](https://www.brex.com/support/two-factor-authentication) Two-factor authentication (2FA) is an extra layer of security that prevents unauthorized access to your account. ## Overview Two-factor authentication (2FA) is an extra layer of security that prevents unauthorized access to your account. 2FA is achieved by either setting up SMS authentication or installing a general-purpose authenticator app on your mobile device. 2FA is required for all Brex users. **We recommend using an authenticator app (see examples below). Authenticator apps provide greater security than SMS, and can be used without a working cell network.** Brex doesn’t require installation or download of a browser extension to access your account. You should always exercise caution when installing browser extensions. **Note:** Brex will never call you asking for your 2-Factor Authentication (2FA) code or any one-time passcode. ## How it works When you sign in to Brex using 2FA, you’ll receive a prompt to provide a verification code in addition to your password. Brex offers two ways to receive a code: - **[Recommended]** Authenticator app (e.g., Google Authenticator, Twilio Authy, Okta, Duo, 1Password) - SMS text message Please read the relevant section below to either set up 2FA for the first time or switch from one method to the other. **Note:** If you’re using SSO as your preferred sign-in option, you won’t need to complete 2FA during sign-in. ## Setup **Note:** When setting up 2FA, step-up authentication may open a pop-up window to confirm your identity. Make sure pop-ups are allowed for the Brex dashboard, or 2FA setup may fail. **Step 1:** Download an authenticator app. - Google Authenticator: [iPhone](https://itunes.apple.com/us/app/google-authenticator/id388497605?mt=8/), [Android](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2&hl=en/) - Twilio Authy: [iPhone](https://apps.apple.com/us/app/twilio-authy/id494168017/), [Android](https://play.google.com/store/apps/details?id=com.authy.authy&hl=en/) - Okta: [iPhone](https://apps.apple.com/ca/app/okta-verify/id490179405),[ Android](https://play.google.com/store/apps/details?id=com.okta.android.auth&hl=en_US&gl=US) - Duo Mobile: [iPhone](https://apps.apple.com/us/app/duo-mobile/id422663827https://apps.apple.com/us/app/duo-mobile/id422663827),[ Android](https://play.google.com/store/apps/details?id=com.duosecurity.duomobile&hl=en_US&gl=US&pli=1) **Step 2:** After downloading your app of choice, ensure that your device's date and time settings are configured to _Automatic_ mode. Authenticator apps generate 2FA codes using the current time on your device, so if the time is set incorrectly, the wrong code will be generated. **Step 3:** Click your company name at the top left of your dashboard and go to _Personal settings > Security and privacy._ **Step 4:** Under _Personal_, find _Two-factor authentication_ and click _Change method_. **Step 5:** Choose _Authenticator app_ and click _Continue_. **Step 6:** Open your authenticator app and use it to scan the QR code, then click _Continue_. **Note:** If you can’t scan the QR code, choose manual entry on your app, and enter the code shown on the screen. **Step 7:** Enter the six-digit code from your authenticator app and click _Continue_ (the code typically expires after 30 seconds). **Step 8:** Copy or download the recovery codes and save them in a secure place, then click _Continue_. Once 2FA is enabled, it cannot be disabled. **If you ever lose your phone, you can use your recovery codes to sign in to Brex. Each recovery code can be used once.** If you do not have access to your recovery codes, you can contact your admin to receive a one-time recovery code via email. **We strongly recommend using an authenticator app, as this provides greater security and does not require a working cell network to use. However, if you prefer to use SMS messaging, please follow these instructions. Step 1:** Click your _c_ompany name at the top left of your dashboard and go to _Settings_. **Step 2:** Under _Security and privacy_, find _Two-factor authentication_ and click _Change method_. **Step 3:** Choose _Text Message_ and click _Continue_. **Step 4:** Enter the phone number you want your code sent to and click _Continue_. This phone number will replace any existing phone number on your account and will be used for customer communications and fraud prevention moving forward. **Step 5:** Enter the six-digit code sent to your phone number and click _Continue_ (the SMS code will typically expire after three minutes). **Note:** Once 2FA is enabled, it cannot be disabled. **If you don’t receive your SMS code, your admin can generate a one-time recovery code via email.** ## Reset 2FA If your 2FA code has stopped coming through, you or your admin can reset your 2FA method Please contact your Brex admin to reset your 2FA. If a member of your team is unable to access their account as their phone number has changed, admins have the ability to send a 2FA recovery code by email. To do so, please follow the steps below: **Step 1:** In your Brex dashboard, go to _Teams._ **Step 2:** Click on the user who needs to have their 2FA reset. **Step 3:** Click _User actions_ > _Send 2FA recovery code_ > _Send code_. This will send an email to the address your employee has on file that includes the recovery code and instructions to reset their 2FA settings. This code will only be valid for 2 hours. To complete the 2FA reset and to ensure that their 2FA is reset moving forward, the user will need to follow the setup steps listed above. --- ### [Submitting bank statements for your credit limit](https://www.brex.com/support/bank-statement-underwriting) Statement underwriting is an alternative way for us to underwrite your account limit if you cannot/choose not to connect your bank account. It involves downloading a statement from your bank and manually uploading it to Brex. ## Overview Statement underwriting is an alternative way for us to underwrite your account limit if you cannot/choose not to connect your bank account. It involves downloading a statement from your bank and manually uploading it to Brex. We’ll then base your limit off of the account balance reflected in the statement. We allow accounts to move to statement underwriting on a case-by-case basis, often for scenarios such as these: - Your bank is not supported by Brex. - You're having persistent issues connecting your bank to Brex. - You prefer not to connect your bank to Brex. You can also move to statement underwriting temporarily If you're having issues connecting your bank. ## Statements we can accept Before making the switch to statement underwriting, you’ll want to make sure that your bank issues statements in a format that we can accept. In order to be used for underwriting purposes, these statements should be: - **Complete**: Statements with missing pages will not be accepted. - **Unaltered**: No redacted info and markups such as highlighting or commenting. - **In PDF format**: Screenshots, spreadsheets, scanned copies, or activity reports will only be considered in exceptional cases. - **From business accounts only:** Personal bank accounts will not be accepted. - **From domestic bank accounts only** and with funds denominated in USD. Outside of standard bank statements, we also accept these formats: - Consolidated statements (i.e. one single PDF that contains multiple accounts): - These will be accepted as long as each account satisfies our general guidelines. - Certificates of deposits: - These are also accepted as long as their maturity is <1 year old. ## Getting started If you qualify for a move to statement underwriting, our support team will need to set it up for you. Please reach out with the following documents, depending on your company type: **Note:** The minimum cash balance requirements and/or monthly sales requirements will also increase with this alternative option. ## Submitting statements Once you're approved for this alternative, we’ll email your Account and Card admins when we require them to upload statements. Once you receive a notification, you can take action by either tapping the notification directly or going to your dashboard to upload documents. **Step 1:** Click your name in the top left of the dashboard and select _Statements and documents_ **Step 2:** Select Bank Statements on the left pane > Add documents. **Step 3:** Click Upload documents to follow the prompts to upload new documents. Moving forward, you’ll use this same page in your dashboard to upload the most recent month’s statements. Please make sure to upload statements at the requested cadence. Since we base your limit on your company’s cash balance, we cannot maintain your credit limit if we don’t receive the required statements for an extended period of time. If you’re unable to connect your bank to your Brex account, we may instead ask you to manually submit statements. You can upload your most recent statements at any time by clicking your name in the top right corner of your dashboard > _Statements and documents._ **Note:** If this is your first time uploading statements for this bank account, you’ll be asked to upload the 2 most recent bank statements for your bank account(s). Moving forward, please continue uploading your statements to your dashboard in this location when requested. We’ll also send reminder emails to account or card admins with secure upload links. --- ### [Brex travel car bookings](https://www.brex.com/support/brex-travel-car-bookings) After enabling Brex travel on your account, all employees with access to travel spend limits will have the ability to book a trip. ## Booking a trip After enabling Brex travel on your account, all employees with access to travel spend limits will be able to book a trip. If provisioned by an account or card admin, employees may also use their employee card limit. Depending on the settings put in place by your admin, you might be able to use a personal card for bookings and request reimbursement later. Otherwise, the card assigned to your limit will be used as a payment method. **Note:** Per our Platform Agreement, Brex travel can only be used for business-related travel. You cannot book Black car service or premium transportation—such as limousines, professional chauffeurs, etc.—using Brex travel. ### Rental cars **Step 1:** In your Brex dashboard or mobile app, click _Trips_ > _Add new trip_ (if there is no existing trip) or _Add booking_ (if there is an existing trip). Go to the _Cars_ tab_.._ **Step 2:** If you want to book for a guest (an individual who isn’t a member of your Brex account), change _Booking for myself_ to _Book for a guest_ using the dropdown arrow. **Step 3:** Go to the _Cars_ tab and fill in the trip details, such as location and dates. **Step 4:** Select your limit under the _Book with_ dropdown menu and click _Search._ **Note:** If there is no travel spend limit listed, click _Request a spend limit_. Once your request is approved, you can use that spend limit to book travel. **Step 5:** Search by places, cities, and more. Fill in the required fields. Checking the box _Return to the same location_ will make the dropoff location the same as the pickup location. **Step 6:** Click _Select_ on the car you want. Review your booking details including the car’s cancellation policy and loyalty. If you choose to book on behalf of a guest traveler, fill out their information here. **Note:** The payment method entered at checkout is used only to secure the booking. Actual payment will be taken at the time of pickup. Depending on the settings put in place by your admin, you might be able to use a personal card and request reimbursement later. Otherwise, the card assigned to your limit will be used as a payment method. **Step 7:** Select _Reserve_ to confirm your car booking. Once your car is booked, you can add a flight and/or hotel to your trip by clicking _Add another reservation to the trip._ **Disclaimer:** _Rental agencies require that the primary driver of the rented vehicle present a physical credit card for payment that matches the driver's name as it appears on their license. Therefore, car rentals cannot be paid with a credit card at the time of booking and drivers should plan to present their credit card, issued in their name, to the rental agency at pickup. Rental agencies will typically place a hold on the card for the cost of the rental, plus any insurance. Contact your rental agency to find out about any additional costs. If you choose to book a rental car with a personal card, we recommend using a personal credit card instead of a personal debit card. If you book with a debit card, a hold could be placed on your card or it could be denied based on the rules of the rental agency. If you do book with a debit card, please ensure that you review the terms and conditions as well as confirm that the funds linked to your debit card can cover the entire booking._ Brex does not provide rental car insurance. If you pay for a rental with an eligible Brex Mastercard, you may be eligible for Mastercard’s MasterRental Insurance Coverage. This coverage is offered and administered solely by Mastercard, not Brex. For full eligibility requirements, exclusions, and claim instructions, see [Mastercard’s MasterRental Insurance Coverage](https://www.brex.com). ### Rideshares Brex offers connections with the popular rideshare apps Lyft and Uber within our mobile app. These connections enable you to quickly request rides alongside viewing your trip details. **Step 1:** In your Brex mobile app, select _Trips_. On your day of travel, find and select your current trip. **Step 2:** Select either Uber or Lyft for your ride. Once your preferred application is selected, the rideshare app will open, where you can view ride details and request a ride. ## Comparing Prices To compare prices, you can filter by the car rental company that you would like to compare. Select the same pickup and drop off time. Wait until checkout, at which point prices will be updated, to compare. ## Viewing booked trip details You can view upcoming and past trips you’ve booked in your Brex dashboard or app. Outside of your own personal trips, managers can also view trips they manage as a spend limit owner in the dashboard, while account, card, travel admins, and any other users with the [specific product capability](https://www.brex.com) can view all booked trips across your organization. You can view your upcoming and past travel arrangements in your dashboard under your _Trips_ tab. Use the filters at the top of the page to help you find a specific trip. If you’re an account, card, travel admin, spend limit manager, or a user with the [specific product capability](https://www.brex.com), you’ll have additional search options such as trips by user. When you find the trip you’re looking for, click on it for additional details. Account, card, travel admins, and any other users with the [specific product capability](https://www.brex.com) can view reports by clicking _Reports_ from within the _Travel_ tab, then click _Travel_. This includes information about booked travel spend, and policy compliance. You can view your travel arrangements in your Brex app by tapping _Trips_ at the bottom right of your screen. Tap between _Upcoming, Drafts, Past,_ and _All_ to view trips in different statuses. ## Travel policy rules and management Your policy is a set of rules that a manager, account admin, card admin, or travel admin can set for booking travel with Brex. Policy admins can set up spending rules that flag travel-related merchant and category expenses (such as car rental) for review if they’re over a certain amount. Admins and any other users with the [specific product capability](https://www.brex.com) can customize rules. ### Specify maximum spend _Specify maximum spend_ under the car rental policy allows account, card, and travel admins to set the average daily rate, including taxes and fees, that will trigger a review. Maximum spend rules can be configured by toggling the _Specify maximum spend_ button on. Example: Car rentals costing more than $100 a day will require the expense to be reviewed. ### Specific vehicle classes Set the type of car rental that, when booked, will trigger the expense to be reviewed. _Car class_ can be used to define a travel policy. Car classes include economy, mini, compact, mid-size, standard, premium, luxury, sport, pickup, and many more. You can also exclude allowed car class rules. Example: Car rentals in which the car class is not one of "economy," "standard," "mini," "compact,” or "mid-size" will require the expense to be reviewed. ## Manage policy **Step 1:** Create a policy. **Step 2:** Under _Add categories_, click _Car rental_ > _Customize_. **Step 3:** (Optional) Select the _Booking policy enforcement_ - **None:** There will be no users on the booking approval chain. - **Notification:** Users in the approval chain will be notified of out-of-policy bookings. They will be able to cancel those bookings if needed. - **Approval:** Users in the approval chain will be asked to review out-of-policy bookings. If not approved, the booking will be automatically canceled after a few hours. **Step 4:** (Optional) Toggle _specify maximum spend_ and enter the dollar amount. **Step 5:** (Optional) Toggle _specify vehicle class_ and choose whether you’d prefer a compact, standard, convertible, economy, full size, luxury, mid size, mini, or minivan. **Step 6:** (Optional) Toggle _maximum spend limit outside of Brex travel_ and enter the dollar amount of expenses equal or above the amount you entered to require review. **Step 7:** (Optional) Toggle _specify by merchant_ and enter the merchant name in the dropdown. Choose between _Allow_ or _Review_ under the smaller dropdown. Under _What about all other merchants?_ select either _Review_ to require review for all other spending, or _Allow_ to allow spending with other merchants in this category. **Step 8:** (Optional) To add a note, enter in your note in under 250 characters or less. **Step 9:** Click _Update & review_ > _Next_ > _Save_**.** ## Modifying trips ### Change rental cars If you need to make a change to your rental car reservation, cancel your existing booking and make a new one. **Note:** Changes can no longer be made through Brex once you have picked up the rental car. If you need to make a change to the reservation after pickup date/time, please contact the rental car provider directly. ## Canceling your trip **Note**: You cannot transfer your booked arrangements to another person. Most rental car reservations are not paid until pickup and, unless otherwise stated, can be canceled prior to pickup without penalty within your Brex app or dashboard. If you need to cancel your rental car booking on or after the pickup date and time, please contact the rental car provider directly. If you can't cancel your rental car on your own, or if you’d like help from a travel agent, please contact Brex travel support. --- ### [Brex Community](https://www.brex.com/support/brex-community) Brex Community is a platform where all Brex users can connect in one digital space. It was built to foster customer connections and provide a space for customers to share feedback with Brex. Your engagement will help us identify areas of improvement and ensure that the platform is a valuable resource for customers like you. ## Overview Brex Community is a platform where all Brex users can connect in one digital space. It was built to foster customer connections and provide a space for customers to share feedback with Brex. Your engagement will help us identify areas of improvement and ensure that the platform is a valuable resource for customers like you. ## Register for Brex Community Any active user on a Brex account can join the Brex Community by following these steps: **Step 1:** Go to [Brex Community](https://community.brex.com/register) and click _Register_ in the top right. **Step 2:** Fill out the registration form using the email address associated with your Brex account. **Step 3:** Once you complete the registration form, your community profile will be confirmed within one business day. ## Using community support Our [support forum](https://community.brex.com/category/support/discussions/support-forum) is a great place to find tips for using Brex, and our [community](http://community.brex.com) can be a helpful resource for answering questions. **Note:** When participating in the Brex Community, please remember to communicate kindly and respectfully. ## Community discussions The Brex Community discussion forum is a space where you can connect with other Brex customers. By participating in the community, you can seek answers to your questions or offer up your own experiences, insights, and solutions. If you want to go a step further, consider joining [Brex Blazers](https://www.brex.com), our customer advocate program. ## Posting ### Creating a new post Before you post, you can use the search feature to see if your question has already been asked and answered. If you do find an existing post about your question, feel free to share your own experience to help other community members. If you can’t find any existing threads about your topic, you can create a new post by following these steps: **Step 1:** Draft a clear and concise title that summarizes your issue or question. **Step 2:** Provide detailed information in the body of your post. Include relevant context, steps you've taken, and any error messages. **Step 3:** Use [our recommended formatting](https://community.brex.com/kb/using-the-community/contributing-to-the-community/4) to enhance readability. Bullet points, numbered lists, and code formatting can be helpful. **Step 4:** Respond promptly to any follow-up questions or requests for clarification from other users or moderators ### Using @ mentions The community supports two types of @mention capabilities — **user mentions** and **content mentions** — that let you tag other community members and community content within a post. You can use a content mention to link specific posts within the body of a message. This lets you embed a link to other community content quickly. **Step 1:** Type the @ symbol and any keywords in the subject or body of the message you want to link to. You can enter multiple words, so long as all words are in the subject and/or body. **Step 2:** As you type, search results appear in the pop-up. Click on the entry you want to tag. ![HC - Brex Community 01](https://brand.brex.com/transform/8dce8f29-cc7a-4f87-9207-821b3816ebb0/HC-Brex-Community-01) **Step 3:** When you select an item in the list, the post’s subject is highlighted with a hyperlink in the body of your message. **Note:** When content is mentioned in posts, authors are sent email notifications. User mentions let you call out specific users in your post and invite them to join the conversation. Here is how to @mention a user within a post: **Step 1:** After you click _Reply_, type the “@” symbol followed by their username. For example, to mention the admin, type “@admin.” **Step 2:** A pop-up menu appears with matching names as you type. You can continue typing the name or select a name from the list. **Step 3:** If successfully entered, the mentioned username will be written in blue text. ![HC - Brex Community 02](https://brand.brex.com/transform/edc3a65e-b0f8-403d-b917-4f6898b8be4c/HC-Brex-Community-02) **Note:** When users are mentioned in posts, they receive an email notification. ### Tags and labels Be sure to tag your post with relevant labels. This helps others locate your post and ensures it's seen by those who can help. If you can’t find a relevant tag, you can use the [suggestion box](https://community.brex.com/category/suggest/ideas/suggestion-box) to let us know and we may be able to make it available in the future. ### Monitoring replies and notifications By [enabling notifications](https://community.brex.com/kb/using-the-community/follows--notifications/6), you’ll receive updates when someone replies to your posts or relevant discussions. To make sure you don’t miss anything, you’ll want to regularly check your inbox for private messages or updates on your threads. ### Closing the loop Once your issue is resolved, it’s helpful to update your post and include the resolution in case others have similar issues. If any community members tried to help, we encourage you to acknowledge them. A positive community encourages collaboration! ### Reporting issues and feedback You can report any issues with the support forum either from within the forum or by sending the community moderator a message. If you have suggestions for improvement, let us know in the [suggestion box](https://community.brex.com/category/suggest/ideas/suggestion-box). Constructive feedback helps the community platform evolve and meet everyone’s needs. ## Making suggestions We strongly encourage you to use the Brex Community [suggestion box](https://community.brex.com/category/suggest/ideas/suggestion-box) to submit your ideas, feedback, and suggestions for improving our products, features, and community. Your input is invaluable! When submitting your suggestion, please use the same guidelines as you would when posting in the Brex community. This includes checking to see if a similar suggestion already exists and tagging your suggestion with relevant labels. Please be specific about your idea and why it will enhance the product experience. You can also read suggestions from other community members and provide constructive feedback. If you find an idea interesting, you can express this using the voting feature. --- ### [Managing Brex travel](https://www.brex.com/support/managing-brex-travel) Brex travel is your managed travel solution for individual and group events, integrated with Brex card and expense management. ## Overview Brex travel is your managed travel solution for individual and [group events](https://www.brex.com), integrated with Brex card and expense management. You can track company bookings, set policy rules, and manage travel-related expenses from your Brex dashboard or app. Once admins configure access and policies, employees can complete their traveler profile, request a travel spend limit, and book within policy. If you previously used unmanaged travel tools, consolidating into Brex travel streamlines control, visibility, and reconciliation. ## Eligibility and roles If you’d like an employee to manage travel for your organization, assign them the [Travel admin role](https://www.brex.com) or a [custom role](https://www.brex.com) with Manage travel permissions. Employees, account admins, card admins, and travel admins can request travel spend limits, book travel, and enable other employees to book on their behalf (including designated managers with these roles). Users can access the _Trips_ tab in their dashboard after they’ve accepted their invitation to Brex. **Note:** You can only add users for business (non‑leisure) travel. All Brex travel users must be 18 years of age or older. ## Enabling travel To book and manage trips with Brex travel, you can use the _Trips_ tab in your Brex dashboard or the _Trips_ page in your app. Account and card admins can enable Brex travel in _Company settings_ > _Plan_ by clicking _Enable travel._ Account and card admins can request that a Brex representative enable Brex travel for them by going to _Company settings_ > _Plan_ > and clicking _Talk to Sales_. ### Disabling travel Please reach out to Brex Support to have Brex travel disabled. ## Add and edit users If you have Brex travel enabled on your account, all employees will have access to book travel. If you have Brex travel enabled on your account, account admins, card admins, and any user with updated user access permissions can customize a user’s permissions by going to _Team_ > select a team member > _Roles & access_ > toggle Book trips on/off. ## Deactivated users ### Upcoming trips If a user's account is [deactivated](https://www.brex.com), any upcoming bookings made under that account will remain valid unless canceled. Account and card admins can either generate a booking report or contact Brex travel support to view and manage these bookings. There are two options for handling these bookings: 1. Cancel the booking(s) and forfeit any payment made. 2. Cancel the booking(s) and request a refund or credit directly from the provider. ### Airline credits Depending on the circumstances, you might be able to transfer airline credits from a deactivated user account to a collective company pool of credits. Please reach out to Brex travel support to begin this process. ## Traveler profile To start booking with Brex travel, complete your traveler profile under _Trips_ > _Manage profile_ in your Brex dashboard, or tap the settings icon in the top right of your screen in your Brex app and go to _Travel_ > _Traveler profile_. To make booking faster in the future, customize your profile with contact information, preferences, and loyalty programs. Add your general contact information, such as gender, date of birth, phone number, address, passport or travel documents, Known Traveler Number, passport information, emergency contacts, and more. Your name must exactly match the government-issued ID that you will use for your trip. This cannot be a nickname or preferred name. If you need to change the name used on your bookings, go to the _Traveller details_ when booking a trip or in the _Personal_ section of your traveler profile. If you need additional help, [contact Travel support.](https://www.brex.com) Choose your flight preferences, preferred alliances, preferred airlines, cabin and seats, seat amenities, meal preferences, fare attributes, and alert notifications. You can add your favorite loyalty program membership information across flights, hotels, and rental cars to earn loyalty points when booking on Brex travel. Follow the steps below to add this information, and we’ll store it for future relevant bookings. **Step 1:** From your _Traveler profile_, go to _Loyalty programs_. **Step 2:** Depending on whether you want to add airline, hotel, or rental car loyalty numbers, click on the airplane, hotel, or car logo. **Step 3:** Click _+_ to search for your loyalty program and enter your program number. Click _Save_. You can add your TSA PreCheck Known Traveler Number (KTN) into your traveler profile to have it automatically added to applicable bookings made through Brex travel. **Step 1:** In your Brex travel profile, click _Personal_. **Step 2:** Enter your KTN number in the _Known traveler number_ tab and save your changes. A KTN or Global Entry number can also be added post-booking, but it must be added before check-in for it to reflect on your ticket. **Note:** The traveler information in your traveler profile must match the government-issued ID that you used with the US Department of Homeland Security application for the KTN. If not, your booking won’t reflect your TSA PreCheck. You or your account copilot can enable or disable notifications related to trips and Brex travel by following these steps. **Step 1:** In your dashboard, go to _Trips_ > _Manage profile_ > _Preferences_. **Step 2:** In the _Alerts_ section, check or uncheck the box beside the alerts you do or do not want to receive. Any alert toggled on will also go to your account copilot. **Note:** By default, confirmation emails and flight notifications will be turned on. ## Bookings ### Add a booking to an existing trip By consolidating related bookings into a trip, you only need to pay a single trip fee, rather than a trip fee per booking. You can do this on the _Trips_ page > _Add booking_ and select your desired existing trip. ### View and manage bookings The _Bookings_ tab provides admins with a display of all employee travel arrangements. This table allows for the creation of custom views; for example, you can filter for out-of-policy bookings to streamline review and approval/decline decisions. ### Add booking to calendar You can add your bookings to Google Calendar, Outlook, Apple Calendar, Office 365, and Yahoo Calendar from the dashboard or app by following these steps: **Step 1:** Go to _Trips_ or, after you’ve booked a trip, click _Manage booking_ in your confirmation email. **Step 2:** Click the booking. **Step 3:** Under the _Booked on_ date, click _Add to calendar._ You can integrate Brex travel with Google Calendar to auto-add your bookings. **Step 1:** In your dashboard, click your name in the top right and go to _Personal settings_. **Step 2:** Go to _Brex travel integrations_ > _Connect to Google Calendar_ and click _Connect_. **Note:** If applicable, please make sure you’ve whitelisted the Brex Travel calendar in your Google API permissions. ## Travel limits ### Choose a travel limit With Brex travel, every trip will be assigned to a limit that you designate prior to booking. Travel can be booked using the card tied to the travel spend limit or, if eligible, a personal credit card. If provisioned by an account or card admin, employees may also use their employee card limit. The designated limit must be able to accommodate the cost of the trip, or the booking will fail. A travel spend limit is often provided to you if you’re invited to an event but if there is no spend limit listed, you can request a new travel spend limit. In your travel spend limit request, you can provide a trip name, the purpose of the trip, means of travel, destination, proposed departure dates, and a spend limit. Once the requested spend limit has been approved, you can begin booking.  ### Create/request travel spend limit **Step 1:** Request a travel spend limit. **Note:** You won’t be able to modify the existing fields. **Step 2:** Under _How you are traveling_**,** select either round trip air, one-way air, or other. **Step 3:** Under _From_**,** enter in your departing airport. Under _To_**,** enter in your arrival airport. **Step 4:** Under _Depart on_, enter in your departing date. Under _Return on_, enter in your arrival date. **Step 5:** Under _Location of stay_, enter your city of stay. **Step 6:** Toggle _I don’t know my travel dates_ to either on or off. - If you don’t know your travel dates or if your trip involves multiple cities, toggle the button on. - If you do know your travel dates or if your travel does not involve multiple cities, leave the toggle off**.** Whether the toggle is on or off, you can manually enter the spend limit amount you think you need to take your trip under _Spend limit to request_. If you’re not sure what limit to give your travel spend limit, your dashboard can generate a suggested dollar amount after you enter your trip details. ### Assign travel limit If enabled by your account admin, Brex will automatically apply the transaction to the appropriate limit if you also choose to enable this feature. You won’t be notified to take action. If you are not using [Automatic limit selection](https://www.brex.com), you must assign your travel spend limit to your Brex card prior to your trip so that your current and future incurred travel expenses map correctly. Before your trip, we’ll send a push notification to your mobile device reminding you to switch your card to the correct travel spend limit. By tapping the notification and following the in-app instructions, you can select the right travel spend limit. You can also press and hold the notification directly to activate your travel spend limit. Travel spend limits generally aren’t relevant anymore after your trip ends, so we’ll send you another push notification after your trip to reassign your card to your original spend limit. You can tap the notification to follow the in-app instructions and select the right spend limit. You can also press and hold the notification directly to change your spend limit. ### Manage travel spend limit requests To manage and view travel spend limit requests, the spend limit approver will see approval requests in their dashboard. When a spend limit is given a soft limit, employees can spend above their limit threshold, but the transaction will be flagged for review. By default, account, card, and travel admins are set as approvers of these transactions, though they can either designate a different user to act as the final approver or add an additional approver. Adding an additional approver creates a chain of approvals that will go to the designated approver first and the admin second. Approvers — account, card, travel admin, or someone they’ve designated — can view, manage, and approve trip spend limit requests or flexible spend limit overages in their dashboard _Tasks_. ## Approvals and policy enforcement ### Configure approvals You can customize your approval settings by editing the policy and enabling Brex travel airline, lodging, or car policy categories. Follow the steps below to configure approvals in your dashboard once you have Brex travel enabled: **Step 1:** Go to Card and limits > Manage policies and select your policy. **Step 2:** Click Edit policy and click Continue. **Step 3:** (If not already added) Choose from any of the following, depending on the type of policy approval you want to implement: - Add airline expenses - Add car rental expenses - Add lodging expenses **Note:** We don’t yet support approvals for rail travel. **Step 4:** On the Brex travel category you want to add the rule to, click _Edit_. **Step 5:** Open the dropdown below _Booking policy enforcement_ and choose from _None_, _Notification_, or _Approval_. Once set, you can expect to see the following notifications: - Any employee booking travel will be notified whether their spend limit policy requires further approval when they make out-of-policy bookings. - Approvers will receive an email notification regarding the out-of-policy booking, which they can approve in their dashboard through Tasks or under the booking details in Travel. Admins can view the history for a particular booking at the bottom of its details window. If the traveler violated a travel policy(s), the booking will contain this information and show approvers how much time they have to approve the booking. ### Out-of-policy booking approvals Out-of-policy booking approvals let you determine how your employees’ out-of-policy bookings will be addressed so that your organization maintains travel compliance. You can either require that the booking be sent to you for approval or have the booking automatically confirmed. If the booking is automatically confirmed, you’ll receive a notification and can cancel the booking if you choose to. If you choose to require admin approval, bookings will be canceled automatically if not approved before the booking void window* expires. If you choose to receive notifications, you can cancel an employee’s travel booking before the void window expires at no charge. You won’t need to take any action if you choose to forgo out-of-policy booking approvals. *_The booking void window is the time period between the travel being booked and the payment being processed. The length of the void window depends on the travel vendor—some vendors may delay the charge while others process it shortly after booking._ ## Trip fees Brex may charge a single fee per trip, which can include an itinerary with multiple bookings. A trip is created by booking a flight, hotel, or rental car, with additional bookings added. You can add another booking to an existing trip without a charge, but every new trip created will incur a trip fee. You won’t be charged a trip fee. Your invoice shows trip fees as a single total for the billing period, not an itemized list of trips. To view the total, go to _Company settings_ > _Billing_ > _Invoices_. To see which trips make up that total, use the per-trip breakdown described below. To see the individual trips included in an invoice, go to _Travel > Trips_ and apply the _Billable at_ filter, setting the date range to match your invoice statement period. This shows every trip billed in that period and totals them. To avoid excess trip fees, travelers may want to arrange transportation and accommodation under a single trip. For example, if you’re meeting with clients in New York and Boston, your single trip in Brex may include a roundtrip flight, hotel stays in both cities and a rental car between cities. For questions relating to the trip fee, please contact your customer success manager. ## Receipts If [enabled](https://www.brex.com), receipts are automatically generated and attached to bookings whenever we can match your booking details to the amount of the transaction on your Brex card for airfare, prepaid lodging, or prepaid car rental purchases. If we cannot automatically generate a receipt, but your travel expense requires one, you can provide documentation using one of the following methods: #### Option 1: Booking confirmation email You can download the original booking confirmation email in your inbox—which typically includes a PDF version of your booking—and upload it to the corresponding transaction. #### Option 2: Download itinerary via the Brex dashboard or mobile app To retrieve the itinerary from your Brex account: **Step 1:** From your Brex dashboard or mobile app, go to _Trips_. **Step 2:** Click or tap the relevant trip and, in the _Booking details_ window, click or tap _View booking._ **Step 3:** Choose _Download_ and attach the downloaded itinerary to the related expense in _Expenses._ For more information, please refer to this [help article](https://www.brex.com). #### Option 3: Hotel folio If a hotel folio isn’t automatically provided at the front desk or sent via email following your stay, you can ask the hotel for one upon checkout. For more information, please refer to this [help article](https://www.brex.com). ## Refunds ### Trip fee refunds Trip fees are generally nonrefundable. In the unlikely event of a ticketing failure, a refund will be issued for the trip fee. **Note:** Refunds cannot be provided in the form of Brex points. If the airline cancels the flight, we'll refund the trip fee you incurred as part of your ticket purchase. The trip fee is only refunded when the airline initiates the cancellation, not when you cancel your booking yourself. This applies to the trip fee only — refunds on the ticket itself depend on whether your fare is refundable, as described in _Booking refunds_ below. ### Booking refunds If the reservation you’re canceling is **refundable**, you may be eligible for a full or partial refund based on the terms and conditions of the reservation. Refunds are typically processed within 30 business days. Contact the travel website or the airline/hotel directly for the status of your refund request. You may need to provide documentation, such as a confirmation number, booking details, and payment information to process the refund. The refund process can take several days or weeks to complete, however, the US Department of Transportation advises that airlines issue refunds within [seven business days](https://www.transportation.gov/individuals/aviation-consumer-protection/refunds). If your reservation is **nonrefundable**, you may not be entitled to a refund. Nonrefundable reservations are typically less expensive than refundable ones, but come with stricter cancellation policies. If you initiate the refund due to a change in plans, the refund policies depend on whether the booking was made as refundable or nonrefundable. If the airline cancels the flight, you are generally entitled to a full refund, regardless of the booking type. Please carefully review the terms and conditions of your booking before confirming your reservation, and contact the travel website or airline/hotel directly if you have any questions about their refund policies. ## Reports Travel admins can see Brex travel booking data through _Reports_ > _Travel_ to evaluate how their travel program is performing, which they can customize to see the insights most relevant to their company. These default stock reports can include widgets like top booking policy violations, top booked flights/airlines, top hotels, top destinations, top departments booking travel, top travelers, domestic and international booking, and unused credit reports that can be customized. Travel admins can even create custom filters or download the booking table, which contains all fields available across all types of bookings, i.e., flights, lodging, car rental, and rail. To create the reports, you can add additional widgets by clicking _Add Widget_ in the top right corner. ## Rewards and payments ### Credit card authorization When you book a trip or select a paid seat, our systems verify your payment method by requesting authorization for the total amount of your booking, which can result in multiple charges appearing on your card. This authorization is a temporary hold on your funds that ensures your payment method is valid and has sufficient funds to cover the transaction. These authorizations are temporary holds and won’t result in multiple charges to your account. Typically, the authorizations will automatically expire within a few business days. **Note:** Authorizations may fail due to insufficient funds, an expired card, or other issues. If this happens, we’ll reattempt to authorize the payment method. This can result in multiple authorizations being placed on your account until we get a successful authorization. ### Currencies Your search results will be visible in the currency of the limit used for your booking. Once you select a booking option, you will see the currency of the transaction based on your assigned entity and the local currency of the inventory. ### Non-admins using points Non-admin roles in Brex cannot book travel rewards for themselves or others in the company. However, an existing admin can book travel rewards on their behalf the same way they’d book for a guest. ### Payment methods You can pay with: - Your Brex card (earn 4 points per $1 spent on Brex travel flights and prepaid hotels only, when paid by selecting a Brex spend or employee card limit). - To earn the multiplier, select a Brex spend limit or employee card limit during your search and use it to pay. If you enter your Brex card details manually instead, the booking earns the standard 1x rate. - Points will be granted after the trip is completed. - [Brex reward points](https://www.brex.com) (admins only via dashboard for flights or prepaid hotels only) **Note:** Only one payment type can be used per reservation. You must have enough points to pay for the entire reservation to use points. While airline loyalty points/miles cannot be used to book inside Brex travel, you can transfer Brex rewards points to airline miles. **Note:** You can earn loyalty points/miles on flights booked through Brex travel if you enter your loyalty program information into your travel profile. The points are applied to the booking at checkout. ## Troubleshooting/FAQs ### Brex travel trip IDs A Brex travel trip ID is generated whenever you make a booking for a new trip via Brex. This 10-digit number can be found on the Trips page in both the Brex app and dashboard, or in the booking confirmation email. You’ll need to provide this ID when contacting Brex travel support. To copy the number, click or tap on the ID. ### Copilot If you have [copilots enabled,](https://www.brex.com) they can enter copilot mode and book on behalf of others. When Person A (the copilot) books on behalf of Person B (the delegator), Person B’s limit will be used for the booking, and both A & B will receive the booking confirmation. ### New Distribution Capability (NDC) For more information on how Brex travel supports NDC integrations or what an NDC is, please see these articles: - [What is NDC (New Distribution Capability)](https://www.spotnana.com/what-is-ndc-new-distribution-capability/) - [How Brex travel supports NDC](https://www.spotnana.com/how-spotnana-supports-ndc/) ### Travel insurance Please review [World Elite Mastercard benefits](https://www.brex.com) to learn more about the coverage options available with your Brex card.