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…
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.
If you use an accounting software that doesn’t directly integrate with Brex, you can export data from your Brex account to directly upload into that software. This is done by establishing a CSV integration and downloading a CSV report from your Brex dashboard.
You can set different approval rules through your expense policy for many of the actions your team will take on Brex. From card expenses to reimbursement requests to bill payments, there are plenty of needs for manager approval. However, sometimes you need more than a single individual signing off.
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 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.
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.
A budget program is a feature that can provision multiple existing and individual budgets to new or existing users in your Brex account. Note: Budget programs won’t apply to all customers.
A budget is an easier way to manage and proactively approve expenses for your teams, vendors, stipends, and more. When you use a budget, you can set dynamic spending limits that aren’t tied to one specific card.
Occasionally, one of your employees may accidentally use their Brex card or request a reimbursement for a personal expense. If this happens, you can use our employee repayments feature to request repayment for their card transaction or (for domestic employees) previously approved reimbursements.
Before making a purchase, you can update the budget that is actively associated with your Brex card by following the steps in How do I spend on a different budget?. If you’ve already transacted on your card and need the transaction retroactively moved to a different budget, follow the steps…
Account and card 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 account or card admin to review.
Budget owners, account admins, and card admins can archive and delete budgets from their dashboard. Affected budgets will have differentiated visibility in the dashboard and they will not accept more card transactions. Budget owners and members will receive notifications when a budget is deleted or archived.
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.
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…
Brex Empower has eliminated the need for each user to have 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.
From time to time, you may use your Brex card to cover a meal expense that includes the costs from other employees in attendance. To help provide context to the expense, we have a List attendees feature that, when set up, will prompt the spender to submit additional information when…
Account and card admins can update an existing budget, or move it to nest beneath a different parent budget. After any changes are made, you can view your budget’s audit trail in the Budgets tab of your Brex dashboard, where you can click on the desired budget.
As a budget member, you may be able to request an increase on the limit of one of your budgets. Approvers can review all requests and approve or deny them. Please follow the relevant instructions below. Note: Please make sure you’ve updated your Brex app to the latest version.
Budget templates help your company quickly create budgets for specific uses that align with company policy. Each template represents a core spend use case — such as business travel, stipends, or procurement — and contains a starter policy and budget settings that account and card admins can customize based…