Brex dashboard and app
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
Along with your Brex app, your Brex dashboard is one of the main tools that you’ll use to manage your team’s spend. With so many ways to customize use and view past data, here are some tips to help you take advantage of your time spent in your dashboard. To help you get the most out of your dashboard experience, you can review the resources below.
Brex dashboard tips
Smart search
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. 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, spend limits and banking accounts
- For example, if you have a Brex business account, you can type ‘checking’ and you will be directed to see all your checking accounts.
- You can also search wire instructions, and filter for specific transactions/invoices
- Locate a specific expense based on merchant, card, user, or spend limit
Smart tables
We include smart tables on the Bills, Teams, Accounting, Expenses, and Cards & Limits pages. Smart tables let you pin and select columns using the gear icon, resize columns, and save specific views.
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
You can filter the budgets that appear in the table by their specific virtual card, status, auto-distribution, request type, and policy.
Cards and limits
You can filter cards results in the Cards and limits tab based on card status, the specific card form (physical or virtual), user, data such as department, or assigned spend limit. Additionally, you can group cards by card form, department, user, and assigned spend limits.
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.
Saved views
Once you add filters or change display settings (visible columns, and sorting) to the Expenses table on the dashboard, you’ll now have the option to save that view.
To create a view, follow the steps below.
- Once you change filters, column settings or sorting to a Smart table on the dashboard, click Save view next to the gear icon on the right side.
- Click Create view once you’ve added a name for this view.
To access this view in the future, select the dropdown next to the search bar that is located directly above the table. You can also click the three dots next to the view to rename, delete, or duplicate it.
Once you delete a view, the action cannot be undone.
Saving changes to a view
Any saved view can be edited to add filters or remove filters, and changes display preferences. Those changes will need to be explicitly saved (they do not auto-save). You can do so by clicking Save view > Save changes to view. This will override any previous filters and cannot be undone.
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 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.