How can I manage my Brex account on Slack?
You can now automate expense review through Slack without signing in to Brex! You’ll receive messages when your transactions are missing a receipt or memo and you can resolve them directly in Slack.
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How to add the Brex app to Slack
To add Brex as an authorized Slack app and allow employees to begin using it, you’ll need to:
Be a Brex admin
Have permission in Slack to install apps into your workspace (Being a Slack admin is not required.)
Have a company expense policy set up first. Instructions for creating an expense policy can be found in How can I create an expense policy?.
Step 1: In your Brex dashboard, navigate to Expenses > Company expenses.
Step 2: Click Add to Slack on the banner at the top of the page. Or go to Settings > Expenses > Expense review reminders in Slack > Add to Slack.
Step 3: Provide authorization and install the app.
The Brex app should then appear in the Apps section of Slack and be visible to everyone in your workspace.
Migrating to Enterprise Grid
If you move your Slack workspace to Enterprise Grid, you'll need to repeat the above steps to reinstall the app once your migration is complete.
How to respond to expense messages in Slack
Users will receive Slack messages about all of their transactions that violate your company’s expense policy, particularly regarding missing information like receipts or memos. To resolve the alert, please follow the steps below.
Step 1: Reply directly to the Slack message with the missing information: Send a receipt image as an attachment or memo as a message.
Step 2: When doing this for the first time, grant Slack permission to access your Brex account by logging in to Brex.
Step 3: Wait for a confirmation Slack message that the information has been uploaded to Brex.
How to remove the Brex app from Slack?
You can remove the Brex app from a Slack workspace by following these steps. Once you remove the app, Slack will no longer have access to your Brex data and Brex will no longer show up on Slack.