All Brex users, whether you’re an admin or an employee, will see a notification center in the Inbox section of both the dashboard and Brex app. Here, you’ll see notifications laid out clearly to help you prioritize and address critical tasks, requests, and necessary account-related actions so that your company…
Company name Depending on whether you want to update your company’s legal name, Doing Business As (DBA) name, or both, we’ll require the following: Legal name: Articles of Amendment documentation (Certificate of Name Change or Amendment to the Articles of Incorporation) (If your company’s EIN has changed) An IRS letter…
Brex admins can update their team member's role type by following the steps below. Step 1: Under Team, enter the cardholder's name in the search bar and click their name when it appears.
As a Brex admin, you can suspend or unsuspend users at any time by As a Brex admin, you can deactivate or reactivate users at any time by following the steps below.
Dark mode can now be enabled in both the Brex dashboard and mobile app. Dashboard Step 1: Click your company name at the top right of your dashboard and select Settings. Step 2: Under the Personal tab, Dark mode will be the option at the very bottom of the page.
Welcome to Brex! Congratulations on getting your corporate card. We'll walk you through the setup process for your Brex account and introduce you to its main functions to ensure you get the maximum value. Interested in learning more about how this works?
Brex offers three different ways for admins to add and manage users on their Brex account. You can use any of the following methods at any time, and switch between them as you see fit: Email (single invite) HRIS integration CSV upload Email (single invite) Admins can send an invitation…
Brex Cash To close your Brex Cash account, please follow these steps: Note: If you have multiple Brex Cash accounts, please read How do I close one or more Brex Cash accounts?. Step 1: Click your company's name at the top right of your dashboard and select Settings.
In late 2022, California enacted laws requiring that business-to-business commercial finance providers offer rate and fee disclosures to customers based in California. This includes disclosure of a transaction’s annual percentage rate, amount financed, finance charges, payment methods, and repayment terms, including prepayment policies.
We’re sorry to see you go! Once your account has been closed, here is what you can expect in regards to your Brex Cash account, accrued rewards, and overall account data.
How Brex appears Each credit agency displays information differently, so Brex payments may be listed under “Brex,” “Business/Financial Services,” or similar terms. The agencies also determine what information is required from Brex to report credit.
Reimbursement-only users are a type of employee role who are able to submit reimbursement requests but do not have access to corporate cards. Invite a single user To invite a single reimbursement-only user to your Brex account, an admin can follow these steps.
Brex’s Human Resource Information System (HRIS) integration helps to manage your Brex users from within your HRIS rather than from within the Brex dashboard. Follow steps in How do I connect my HRIS to Brex?
If your team's admin has created a new user account for you, you'll receive an email with the subject line: [Action Required] Welcome to Brex! Your corporate card is waiting, which will include a button that says Create account.
Account copilots (delegates) are users that are granted the ability to perform actions on another user’s (delegator’s) behalf. Some of these actions include: Adding receipts, memos, and comments to a user’s expenses.
While Brex isn’t a credit agency, we typically provide payment performance details for Brex accounts to credit reporting agencies. When customers pay on time, sharing this data may increase their chances of building credit.
We want to make sure you have the tools you need to manage your spend no matter where you are in the world. Brex itself operates in the Pacific Time Zone (PT), and budgets created on your account will default to PT too.
Account admins can change an existing user between a corporate card-holding role and a reimbursement-only (non-card) role at any time from within the Brex dashboard. Reimbursement-only roles are suited for employees who can submit reimbursement and vendor card requests but won’t be able to hold corporate cards.
Brex Cash There are no transaction fees when sending domestic wires, ACHs, or checks via Brex Cash. While there are not any outright fees for international wires, either, these may incur a markup if the currency is converted. Third-party banks may also charge fees to cover their costs.
Welcome to Brex! Congratulations on getting your corporate card and Brex Cash account. Please see the relevant section below for more details on your account features. Brex card setup Step 1: Get started with your virtual card Upon signing in to Brex for the first time, you'll automatically be issued…
Welcome to Brex Cash Congratulations on getting your Brex Cash account and card with daily payments. As an account admin, you have access to a cash management account as well as a credit card with a daily servicing policy.
Aside from your legal business name, we allow companies to associate one or more Doing Business As (DBA) names with their Brex account. If you have a Brex Cash account, you can then deposit checks into your account made out to any DBA name we have on file.
When Brex introduced its software platform, Empower, we made the decision to focus our service on startups and scaled companies. We realized we couldn’t successfully serve companies of all sizes at the same time. Unfortunately, this means some of our Brex customers’ accounts will be closed.
Roles available Account admin Note: This role type is only available for accounts with Brex Cash enabled. As an account admin, you’ll have complete access to your company’s Brex Cash account and overall account settings.
Your primary representative is your direct point of contact at Brex, who you can reach out to at any time with account related questions. Your representative is there to support you over the lifespan of your account, and will help customize your Brex experience to meet your individual business needs.
Brex admins can invite as many new users as they’d like to by following the steps below. Step 1: In your dashboard, go to Team > User and click Invite user. Step 2: Enter the requested information and select the role you would like that team member to have (account admin, employee,…
WhatsApp is a messaging tool that allows customers all over the world to access messages with a data signal instead of a cellular network. Because Brex works globally, we’re offering WhatsApp capabilities so that international teams can easily manage expenses wherever they may be.
The Early access tab–located in the Brex dropdown menu at the top-right of your Brex dashboard–in your Brex dashboard is where we’ll list any features that are currently in development. If any of them sound interesting to you, click Get updates to be notified if the feature is implemented.
We’re currently developing more robust tools for easily tracking and visualizing your account spend. In the meantime, please refer to the following steps to estimate your company spend in this statement cycle. Step 1: Navigate to the Transactions page under the Card tab of your Brex dashboard.
Brex admins can create, edit, and delete locations by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Locations. Step 2: Click Add Location on the upper right side. Step 3: Assign a name and description.
Your user limit is the amount that you're able to spend as an individual on a monthly basis. It will reset on the first of every month and is independent of your company's credit limit and spending as a whole.
Setting limits for individual users can help you manage your company's spend. By default, new users' credit limits will be $0. A Brex admin can increase their limit by following the steps below. Step 1: Click Team on the left side of your Brex dashboard.
If you have a co-owner of your business, we can note this on your account to help us keep your business information up-to-date. To add a new business owner to your account, please follow the steps below.
Brex reports to Experian, Dun & Bradstreet, and Equifax on a monthly basis. These agencies use your Brex payment data to help determine your credit score–we are not involved in this calculation. For more details on how your information is processed, please reach out to your preferred credit bureau.
To best protect your account’s security, we use 2FA (two-factor authentication) when you sign in. If you use an authenticator app like Twilio Authy or Google Authenticator and aren’t receiving the code, you can reset your 2FA method via the sign in process Note: If you’ve elected to receive SMS…
If a new user hasn’t accepted their invitation to create a Brex account, admins will still have the option to mark them as uninvited by following these steps. Step 1: In your dashboard, go to Team > Users.
Brex admins can create, edit, and delete departments by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Departments. Step 2: Click Add department in the top-right corner. Step 3: Assign a name and description to the department. Click Save.
We are standing by to help and listen. Please reach out with any questions or feedback! Customer support: Chat with us (Hours: 5am-8pm PT, 7 days per week) from your Brex dashboard. Sales: sales@brex.com Rewards:rewards@brex.com Press: press@brex.com Careers: careers@brex.com General inquiries: contact@brex.com
Brex dashboard Go directly to brex.com and click Sign in. If you're having trouble signing in, please follow the steps below depending on your issue. Forgot password If you forgot your password, enter your email address associated with your Brex account on this page.
We want your card to get to the right place! Incorrectly formatted addresses are one of the top reasons for undelivered physical cards. Please review the suggestions below for suggestions on how to enter your address.
To update the phone number associated with your Brex account, please follow the steps below. Step 1: Click your company's name at the top right of your dashboard and select Settings. Step 2: Under the Personal tab, you'll see Phone number.
When an account is suspended, we review your current information and temporarily suspend transactions on your account. During this time, you’ll be limited to downloading your statements from your dashboard and won’t be able to transact on your Brex Cash account or cards.
Our goal is to help businesses grow and develop, which is why we currently require incorporation for Brex accounts and don’t provide cash management for personal use. We may expand our scope in the future but at the moment, we’re focused on all-in-one finance for businesses.
You can add a user with the bookkeeper role, which will give them the ability to see and export your transaction history on both the card and Brex Cash accounts. A user with the bookkeeper role will not be able to send money out of the Brex Cash account.
If you're unable to add a user, you will see this error message: This means the email is already associated with a different Brex account. You can resolve this by choosing one of the following options.
Currently, the only way to update the email address associated with your Brex account is to contact our support team. Send an email address update request to Brex Support via live chat so that we can update your account details.
To reset your password when you can't access your Brex account, please click here to request a reset link. To reset your password from your Brex dashboard, please follow the steps below. Step 1: Click your company's name at the top right of your dashboard and select Settings.
Yes! Brex account admins may enter any email address when adding users.
The chat function is only accessible through your Brex dashboard under Support. You can also chat with our support team through the link at the bottom of every help article, after logging into your Brex account.
If you need to have multiple Brex accounts, but only have one email address, you will need to use an email alias. If you use Gmail or Outlook, you're able to have a second invitation sent to the same email address by adding a plus sign (+) and an additional…
Brex Cash accounts If you have a Brex Cash account, your primary account admin will be emailed a 1099-DIV form at the beginning of the calendar year–by mid-February at the latest, in time for tax season.
Yes! There is a workaround to use 1Password to allow multiple users to access your Brex account. Step 1: Install 1Password as a browser extension. Store the username/password. Step 2: Edit your 2FA method from within the Brex dashboard and choose Authentication app.