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 admins can customize based on company needs.
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…
Budget owners and controllers can 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 the budget is deleted/terminated. Step 1: Under Budgets, click the three dots.
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 card transactions.
A budget program is a feature that can provision multiple existing and individual budgets to new or existing users in your Brex account. Creating a budget program Finance admins can arrange these from within their Brex dashboard by following the steps below.
Editing a budget You can edit your budget at any time after you’ve created it. Most details of your budget can be updated, but some budget features, such as the budget’s currency, are permanent. Step 1: Go to Budgets and click the tile for the budget you want to update.
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.
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.
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.
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…
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.
Brex Empower allows admins and managers to reimburse employees in select international locations. To get started, international employees need to make sure they connect their personal bank account. Employees will be reimbursed in the same currency that their bank account is set up in (generally local currency).
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.
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.
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.
You can set up a personal bank account for use with reimbursements and repayments by clicking your name at the top right of your dashboard and selecting Settings. Go to Personal > Personal bank account and click Connect account.
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…
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…
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.
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.