Brex business account payment approvals

All payments will require an admin’s approval.

If an admin themselves initiates a payment, they’ll need another admin to approve the payment on their behalf unless they’re the sole admin on the account. Any admin can approve inbound or outbound payments created by other admins, and you can even customize the approval chain by adding a secondary admin that needs to approve, too. Payments over $50,000 will be flagged for approval. This will apply to outgoing payments via ACH, domestic/international wire, and check. Note: Approval notifications will be sent via email if the admin has not installed the Brex app.

Step 1: In your dashboard, go to Accounts. Select the business account, and click Account 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 Company 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.

Step 1: In your dashboard, go to Accounts > Brex Business Account, and select the business account you’d like to customize the approval chain for. Click Account 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 Company 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.

Step 1: In your dashboard, go to Accounts. Select a business account and click Account settings. Step 2: Under Settings and next to Payment approvals, turn the toggle off and click Turn off in the popup window. Step 3: Have a second account admin go to Company settings > 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.