In the Brex dashboard, admins can invite users to their account by uploading a CSV template. Please note that you’ll need to keep all of the column headers to submit the CSV file, but only need to fill in the columns for: First name Last name Email Brex role (must…
Occasionally, one of your employees may use their Brex card in error for a personal expense. If this occurs, you’ll have the option of using our employee repayments feature to prompt that employee to submit a repayment for their expense. Brex does not set your expense policy, so if an…
As part of our efforts to provide a more seamless employee experience, we’re partnering with Lyft as an expense management provider in their app. This allows you and your employees to configure your Brex account information in the Lyft app and have all receipts sent directly to Brex without any…
Expense policies are tied to every budget to help empower spend management. Creating and editing policies is available using Policy Creator. A starter policy is assigned anytime a new budget is created and can be customized to fit the budget’s specific needs.
A budget program is a feature that lets you set up a budget that will be assigned to new users you add to your Brex account. Admins can arrange these from within their Brex dashboard by following the steps below.
Accounting fields are customizable fields that can be created within the Brex dashboard for additional transaction reporting and classification. These will be available to create either within your existing ERP integration or while using Universal CSV. To set up a new accounting field, follow the steps provided below.
You can view all of your Brex cards and their associated budgets in Your wallet in the Brex dashboard. If you have more than 6 cards, click See all cards and view Card details on the right.
Global employees can see both reimbursements and card expenses in the original currency that the purchase was made in by going to Your wallet in their dashboard. Managers and controllers can view expenses by going to Inbox > All expenses.
Accounting fields are unique custom fields that you can create within your Brex dashboard. These fields work in tandem with fields brought over from your existing ERP integration like GL Account. You can use custom fields to categorize expenses across Brex with greater flexibility.
When you or your employee need to ask a question about a transaction, you can use comments within the Brex dashboard or mobile app to do so — without needing to send an email or text on another channel.
Attaching receipts to transactions helps you keep track of company spend and stay compliant. It can even be made into a requirement by adding an expense policy to budgets. But most spend happens on the go, so finding the time to capture and upload receipts can be difficult.
Brex Empower has eliminated the need for multiple cards. Instead, you have one card that can be associated with any budget. If you have multiple budgets, you can toggle the budget tied to your card so that transactions are instantly spent from the appropriate budget.
Your Brex dashboard currently has two different potential appearances: Brex Classic Experience and Brex Empower. You can confirm that you have Brex Empower access if you see a Your wallet tab in the toolbar on the left. You’ll also have a Budgets tab, which is a key feature of Empower.
Admins can create new budgets for both themselves or other users within the dashboard. While employees cannot create their own budget, they can put in a budget request for an admin to review. Admins Step 1: Under Budgets, click Create a new budget at the top right.
Brex Empower is a financial software platform designed to accelerate your business, increase accountability, and make it easy for employees to do the right thing. Empower will guide the future of Brex across cards, payments, spend management, procurement, travel, and more.
Some transactions, such as those that go over the limit of a flexible budget, will need to be approved. Your admin can act as the final approver, but they can also create a chain of approvals by designating a mid-level approver.
Budgets are an easier way to manage and proactively approve expenses for your teams, vendors, stipends, and more. Budgets let you set dynamic spending limits that aren’t tied to one specific card. Employees can have more than one budget assigned to them for all necessary areas of spend.