Accounting fields

Overview

In your Brex dashboard, you can create custom fields that will be used to capture additional expense details on your transactions prior to exporting to your ERP. You can either edit and categorize these fields yourself or let your employees do so, instead. Following this, you can export your custom fields to a .csv for upload into your ERP.

• Project code
• Client name
• Cost center
• Office location

Create Brex custom fields

Step 1: In your dashboard, go to Accounting > Fields & rules and click New custom field. Step 2: Choose which type of custom field you want to create from the following:

• List: Allows users to select a value from a dropdown list you provide.
• Checkbox: Allows users to provide simple yes or no answers. Example: “Sale closed.”
• Freeform: Allows users to enter up to 1,000 characters.

Note: You can customize the field so it’s only visible for specific expense types. Utilize a multi-selectable set of expense types, including options such as cards, reimbursements, and Bills. Choose one or more types for the field to appear on. Step 3: Choose whether you want to let employees edit this field on their personal expenses. Step 4: Click Create field. Your new field will now be available to categorize expenses across Brex.

ERP fields

You create ERP fields in your ERP system and can synchronize them with Brex by going to Accounting > Fields & rules. Check the list for an ERP icon next to the field on the left.

Manage custom fields

Step 1: In your dashboard, go to Accounting > Manage accounting fields. Step 2: Click on the field that you want to edit.

Employee visibility

New for Summer

If you’re using QuickBooks Online or NetSuite, admins can selectively enable or disable specific integration fields on a per-field basis. You can view and edit active rules in Fields & rules.

Step 1: Click on the Brex custom field that you want to edit.

Step 2: Click on the pen, to edit the custom field. Step 3: Choose your custom rule’s display conditions and click Confirm.