What is bill pay?


Bill pay is a feature that allows you to translate an invoice directly into a Brex payment. You can upload bills and invoices directly or have them automatically forwarded to Brex. Once we receive the bill or invoice, our system uses AI to translate the form into a draft payment that you can review and schedule to be paid.

Brex Essentials Setup

Account admins and card admins can begin the setup process for bill pay by following the steps below.

You’ll need a Brex business account to get started. If you don’t have one yet, go to Settings > Plan > Business account > Apply.

Step 1: In your dashboard, go to Bills and click Get started.

Step 2: When prompted, do the following:

  • Review policy: This is a rundown of the restrictions and documentation requirements concerning receipts, invoices, memos, and reviews. To edit your policy, please see this help article.

  • Review ERP settings: Automatically sync bills, vendors, and categories with each new payment. To sync bills to either QuickBooks, NetSuite, or Xero, click the toggle button.

  • Add AP clerk/drafter: Send an invitation to a team member you’d like to act as an AP clerk otherwise, click Skip. Provide their name and email address. You can also specify a limit and if the limit is flexible. When complete, click Send invite.

    • An AP clerk/drafter can view your company’s bills and draft invoices for review — but only an admin or a user who has Approve request toggled on can approve or pay them.

Step 3: Click Confirm.

Brex Plus Setup

Account admins and card admins can begin the setup process for bill pay by following the steps below.

If you don’t have the Bills tab in your dashboard or would like to use bill pay with an external bank account, go to Settings > Plan in your dashboard. Find the Advanced bill pay section and review the use cases. If interested, click Talk to sales.

Step 1: In your dashboard, go to Bills and click Get started.

Step 2: When prompted, do the following:

  • Specify whether you want to use an external bank account instead of a Brex business account.

    • If you choose to use an external bank account, make sure to allowlist the ACH ID 9121145349 before you proceed.

  • Review connected accounts: View all of your connected accounts. If you don’t see an account you want to use, click Add another bank account. Once complete, click Continue

  • Review policies: You can customize approval chains and invoice requirements in the policy attached to your spend limit template. To edit your policy, please see this help article.

  • Review ERP settings: Automatically sync bills, vendors, and categories with each new payment. To sync bills to either QuickBooks, NetSuite, or Xero, click the toggle button.

  • If you have a Brex business account:

    • Add AP clerk/drafter: Send an invitation to a team member you’d like to act as an AP clerk— otherwise, click Skip/Continue. Provide their name and email address. You can also specify a limit and if the limit is flexible. When complete, click on Send invite.

      • An AP clerk can view your company’s bills and draft invoices for review.

      • Per bill payment, you can either have a single reviewer or a two-reviewer approval chain.

        • If you have one reviewer, they must be an admin or a user who has Approve request toggled on.

        • If you have two reviewers, the first can have any role type, but the final reviewer must be an admin or a user who has Approve request toggled on. You can read more about user roles here.

Step 3: Review all of the previous information you entered such as connected bank accounts, procurement policy, and ERP settings. If everything is correct, click Confirm.

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