Brex business account payment approvals
Overview
Payment or transfer approvals impact Brex business accounts that have assigned more than one account admin, AP clerks or other users with the specific product capability. You can only set up approvals for your checking account. You can only set up approvals for your checking account.
For AP clerk-initiated transactions
All payments will require an admin’s approval.
For admin-initiated transactions
If you are the sole account admin of the account, you will not be able to customize an approval chain and your transactions will not require approval.
If your account has multiple account admins, any account admin can approve inbound or outbound payments created by other admins, and you can even customize the approval chain by following the steps below.
Approval notifications will be sent via a task in your admin’s inbox, an email notification, or a push notification to the Brex app. To review the request in your dashboard, click Tasks > Transactions, and select the transaction you’d like to review. Under Details, you can Deny or Approve the request.
Custom approval chains
Account admins and other users with the specific product capability can add one or more approvers and customize the threshold amount of your policy.
Enabling custom approval chains
In your dashboard
Step 1: In your dashboard, go to Accounts. Select a Checking account and click Manage settings. Step 2: Under Settings, toggle on Payment approvals. Step 3: Set the minimum payment amount that will require an approver and select the user(s) who you want to act as the approver. You can add an approval step or add a threshold to make the requirement more specific. Click Next when you’re done. Step 4: If you would like to make an exception for your approval chain and exclude specific admins of your company from secondary approval, type in their name in the search bar to add them to the exception list. Once completed, click Next. Step 5: Review the approval settings and click Confirm. Step 6: Another account admin must go to Manage settings > Payment approvals and click Review request. Note: They’ll also receive an approval request via email, and can complete the next step via the link provided in the email, instead. Step 7: If all looks well to them, they can click Approve to implement the changes. If they choose to Deny, the payment approvals will not change.
Editing custom approval chains
In your dashboard
Step 1: In your dashboard, go to Accounts > Brex Business Account, and select a Checking account. Click Manage settings > Payment approvals > Manage. Step 2: Next to Payment approvals, click Manage. Step 3: Edit any of the fields that you want to update. You can click the trash icon to remove thresholds, so long as you still have one in place. If you would like to remove an admin from the exception list, click on the trash icon. Step 4: If you would like to make an exception for your approval chain and exclude specific admins of your company from secondary approval, type in their name in the search bar to add them to the exception list. Once completed, click Next. If you would like to remove an admin from the exception list, click on the trash icon. Step 5: Review the changes and click Send review request. Step 6: Another account admin must go to Account settings > Payment approvals and click Review request. Note: They’ll also receive an approval request via email, and can complete the next step via the link provided in the email, instead. Step 7: If all looks well to them, they can click Approve to implement the changes. If they choose to Deny, the payment approvals will not change.
Removing custom approval chains
In your dashboard
Step 1: In your dashboard, go Accounts. Select a Checking account and click Manage settings. Step 2: Under Settings and next to Payment approvals, click Manage > Turn off. Step 3: Have a second account admin go to Manage setting > Payment approvals and click Review request. Note: They’ll also receive an approval request via email, and can complete the next step from there, instead. Step 4: If all looks well, they can click Turn off to disable the feature. If they choose to deny changes, payment approvals will still be required.