Brex and Uber for Business

Brex integrates with your Uber for Business account to automatically pull receipt data from rides with Uber and orders with Uber Eats.

Admin setup

An account, card, or user management admin can set up the integration by following the steps below. Note: If you have an existing Uber for Business account, the same admin for your Uber for Business account needs to activate the integration through Brex. If you don’t know whether your organization has an Uber for Business account or who the account admin is, we recommend that you create a new Uber for Business account. Step 1: Go to Integrations and click Connect on the Uber for Business tile. Step 2: If you have an existing Uber for Business account, click Link existing Uber for Business account. Otherwise, click Create a new Uber for Business account and link it to Brex. Note: If your company already has an Uber for Business account, make sure it's not on a daily or monthly billing cycle. If it is, you'll need to go through the “Create a new” flow in order for the integration to work properly. Step 3: Select Invite all active employees and/or Automatically invite new employees. Employees will receive an email notification asking them to join the Uber for Business organization. Step 4: Accept the Uber terms to finish setting up the integration. You may need to sign in to Uber. You can disconnect the integration at any time by clicking Disconnect from the Integrations page. For more in-depth instructions, please read this Admin Setup Guide.

Billing

If you are setting up a new Uber for Business profile for your company, by default every employee’s individual Brex card will be charged for their Uber Rides or Uber Eats transactions. You can change this setting by going to your Uber for Business dashboard at business.uber.com if you’d prefer to be charged to one central company card instead. The receipt integration won’t work for daily or monthly billing cycles.

Billing cadence and combined charges

Separately from which card is charged, Uber for Business offers two billing cadences. These are set in Uber, not in Brex:

• Pay per trip (Uber's default): Each ride or order is charged individually. The receipt integration requires this cadence.
• Centralized period billing (daily or monthly): Uber combines multiple rides into one periodic charge. The receipt integration doesn't work with this cadence, because we can't match individual ride receipts to a combined charge.

If your Uber for Business profile is on a daily or monthly billing cycle, you'll need to set up a new profile by choosing Create a new Uber for Business account and link it to Brex when setting up the integration.

Note: Billing cadence and the choice between individual cards and a central company card are independent. A central company card on pay-per-trip billing still produces one expense in Brex per ride. Both settings are managed by Uber — re-linking the integration in Brex doesn't change either one. To change your billing option, contact Uber for Business support at business-support@uber.com.

Note: Occasionally, two rides taken close together are cleared on a single card authorization by Uber, which can post to Brex as one combined charge even on pay-per-trip billing. This isn't caused by a setting in Brex or Uber. If you see this, contact Brex Support with the expense and the corresponding trips from your Uber for Business report.

Employee setup

Once your organization has created an Uber for Business account, employees can connect their business profiles by following the steps below. You can invite all employees in Brex to join your Uber for Business account. Step 1: In your Brex dashboard, click your name in the top-left corner and go to Personal settings. Step 2: Under Uber for Business, join the organization by clicking Send invite. If you haven’t already, click Setup account to finish setting up your Uber user account. Step 3: You’ll receive an email from Uber with instructions on setting up your new business profile in the Uber app. Follow the instructions to complete setup. Step 4: Once you’re connected, your status will change to Connected. For more in-depth instructions, please read this Employee Onboarding Guide.

Using the Uber for Business integration

As soon as you’ve set up your business profile, you’ll see the option to toggle between your personal and business profiles at the bottom of your Uber app that lets you differentiate personal vs. business expenses.

If you have multiple business profiles set up, you can click the business profile to select a different one.