You can add a memo to a transaction in both the Brex dashboard or mobile app. Memos will be exported to QuickBooks, Xero, NetSuite, or Expensify if the memo was added prior to exporting. Please reference the relevant section below to either add or edit a memo.
In the dashboard
Step 1: Click Transactions under the Card tab on the left side of your Brex dashboard.
Step 2: Click the transaction you want to add a memo to.
Step 3: Under Add memo, start typing your memo; it will save automatically and show a checkmark.
In the app
Step 1: Open the Brex app and click the cards icon at the bottom.
Step 2: Scroll to find the transaction you're looking for, and either swipe left or tap the transaction.
Step 3: Tap the pencil icon to start typing and Done to save changes.
Important: If a memo is being added as a receipt is being uploaded, exiting the app before the receipt is fully uploaded may lead to memos not saving. Please wait for the receipt to fully upload before exiting the app.
You can add a memo to a transaction in both the Brex dashboard or mobile app, or edit a previously uploaded memo.
Add a memo to a single expense
In the dashboard
Step 1: Account and card admins can add or edit memos of other users’ expenses in Expenses. Personal expenses can also be edited in Wallet.
Step 2: Click on the expense you want to attach the memo to. You can also find incomplete transactions in Inbox > Expenses.
Step 3: Scroll to the Memo section in the menu on the right.
In the app
Step 1: Click the Wallet icon at the bottom to get to the Expenses page.
Step 2: Tap the expense you want to attach the memo to.
Step 3: Scroll to the Memo section and type in your memo.
Via push notification
If you have push notifications enabled for card expenses, you’ll be notified when an expense comes through that needs a memo to maintain compliance. You can include the memo as follows:
Note: You can only upload a memo via a push notification if you’re using an iOS operating system.
Step 1: Tap the notification when it appears on your screen.
Step 2: Type out the memo and tap Submit.
Brex Plus Automatic memo
Account and card admins can set up auto-memo rules for card expenses and reimbursements. These rules can use either the budget name or the custom text from your policies, and will cause memos to be automatically filed. As a result, employees won’t need to input a memo.
You can enable this by navigating to a policy or budget template and clicking Edit policy > Next > Edit documentation & review settings for card expenses or reimbursements.
Brex Plus Automatic memo suggestion
When you transact with your Brex card, your Brex dashboard will generate a handful of potential memos that you can choose to add to the expense.
Step 1: Go to Wallet and click on the expense you want to add the memo to. Alternatively, you can go to Inbox > Expenses and click on an expense.
Step 2: Under Memo, review the Suggestions. If a suggestion looks accurate, click on it. If none suit your needs, add a memo manually using the instructions above.
Via email
If you’re already attaching a receipt to an expense via email, you can include the memo to be added in the same email.
To get started, type “memo:” somewhere in your email body. Then type out your memo text. For example, if you want your memo to read “This is my daily coffee” type out “memo: This is my daily coffee.”
Add a memo to multiple expenses
In the dashboard
Step 1: Account and card admins can add or edit memos of other users’ expenses in Expenses. Personal expenses can also be edited in Wallet.
Step 2: Check the box to the left of all the expenses you want to add a memo to.
Step 3: Click the pencil icon at the bottom of the page.
Step 4: In the details pane, under Memo, type in your desired memo.
Step 5: Click Edit [#] expenses.
Edit an existing memo
In the dashboard
Step 1: Go to Expenses.
Step 2: Click on the expense you want to edit the memo of.
Step 3: In the details pane, change the memo by clicking on the text box and typing in the new memo. It will automatically save and show a checkmark.
In the app
Step 1: Click the Wallet icon at the bottom to get to the Expenses page.
Step 2: Tap the expense you want to edit the memo of.
Step 3: Scroll to the Memo section and update the memo.