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: Go to Expenses.

Step 2: Click on the expense you want to attach the memo to. If the memo does not appear here, go to the Expenses tab to see more.

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 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: In your Brex dashboard, go to Expenses.

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.