This topic has 2 versions: Brex classic experience and Brex Empower. If you need help finding which you use, sign in or read this article.

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.

Add a memo via the Brex 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.

Add a memo via the Brex 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

Add a memo via the Brex dashboard

Step 1: Go to Your wallet.

Step 2: Click on the expense you want to attach the receipt 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.

Add a memo via the Brex app

Step 1: Click the receipt icon to go 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


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