Brex dashboard and app

OverviewBrex dashboard overviewBrex dashboard tipsBrex appOn the web

Overview

Brex offers an intuitive user experience, whether you're accessing your account through the dashboard, the Brex app, or an extension. With a variety of options to complete actions and personalize your experience, managing your Brex account has never been easier.

Brex dashboard overview

Essentials Recent updates

Brex Essentials customers have recently had their dashboard updated to give them access to some new features. Some of these new features include:

  • Expanded ERP access, so you can connect to ERPs such as Netsuite, QuickBooks Desktop, Workday, Fusion, D365, SAP, Coupa Expense, Microsoft Dynamics.
  • The ability to add a second entity (domestic or international) alongside your main entity, with access to localized capabilities for international entities.

Dark mode

Dark mode can now be enabled in the Brex dashboard. Step 1: Click your name at the top right of your dashboard and select Settings. Step 2: Under Personal, Dark mode will be the option at the very bottom of the page. Toggle it on or off to enable or disable this feature.

Brex dashboard tips

Alongside your Brex app, your Brex dashboard is one of the main tools that you’ll use to manage your teams’ spend. With so many options to customize use and view past data, here are some tips to help you take advantage of your time spent in your dashboard.

New for Fall

You can use the smart search bar at the top of your dashboard to:

  • Jump to a specific page or action
  • Search users, cards, budgets, and spend limits
  • Locate a specific expense based on merchant, card, user, or spend limit

Smart tables

New for Fall

We include smart tables on the Bills, Teams, Accounting, and Cards & Limits pages. Smart tables let you pin and select columns using the gear icon, resize columns, and save specific views.

Searching

Many dashboard pages that contain tables have a built-in search bar. If you need to find a specific entry within this table, you can start typing in its details, and our system will narrow the results down based on your query.

Filtering

The dashboard pages that contain tables will also have a built-in filtering system, which you can apply by clicking Add filter. This will open a list of traits that you can use to filter your results, which will vary depending on the specific table. Oftentimes, choosing a type of filter will prompt you to specify its details. For example, if you choose to filter based on a certain expense amount, you’ll be asked to enter the exact dollar amount or range. Here are some specific pages that contain tables and some examples of how you can filter results in that table:

Wallet and Expenses

In your Wallet, you can filter your list of expenses based on any expense category—such as amount, card, merchant, etc.—expense status, compliance details, date, or accounting data. You can use filters the same way in Expenses. If you’re an account admin, card admin, or bookkeeper, you can also filter by individual users.

Budgets and limits

You can filter the budgets or limits that appear in the table by their specific virtual card, status, auto-distribution, request type, and policy.

Reports

In both the Spend and Compliance tab, you can filter based on any number of attributes related to the expenses that you want to see incorporated in your resulting report.

Brex app

Install the Brex app

Downloading the Brex app is easy. Please choose from the options below.

  • Option 1: https://brex.app.link
    • Click this link from your phone which will redirect you to Brex's app on either the Apple Store (iOS) or the Google Play Store (Android).
  • Option 2: Open the App Store
    • Search for “Brex” in the Apple App Store or Google Play app store on your phone and choose to install it.

Dark mode

By default, the Brex app will apply your system-wide appearance settings. To manually change the appearance, follow the steps below. Step 1: Verify that you are running the latest version of the app. Step 2: Go to Settings > Appearance. Step 3: Tap Color mode to update the appearance from System to Light or Dark.

On the web

Install the Brex browser extension

You can add the Brex extension to your browser to quickly view card details and upload receipts while making online purchases. The extension lets you take a screenshot of your receipt page and attach it to the transaction with one click.

  • Download the browser extension here for Chrome.
  • Download the browser extension here for Safari.
  • Firefox support is coming soon.
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