Brex | How do I add memos to transactions in the mobile app?
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How do I add memos to transactions in the mobile app?

Memos are useful for internal communication from a user to the person reviewing company expenses. Descriptive notes such as "travel stipend" or "lunch" can be added here.

Each time you transact with your physical Brex card at a terminal, you will receive a push notification from the Brex mobile app prompting you to take a photo of the receipt and add a memo to the transaction. If you are not prompted, you can add a memo by following these steps:

Step 1: Open the Brex app.

Step 2: 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 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.

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Open an account

How do I add memos to transactions in the mobile app?

Memos are useful for internal communication from a user to the person reviewing company expenses. Descriptive notes such as "travel stipend" or "lunch" can be added here.

Each time you transact with your physical Brex card at a terminal, you will receive a push notification from the Brex mobile app prompting you to take a photo of the receipt and add a memo to the transaction. If you are not prompted, you can add a memo by following these steps:

Step 1: Open the Brex app.

Step 2: 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 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.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->

How do I add memos to transactions in the mobile app?

Memos are useful for internal communication from a user to the person reviewing company expenses. Descriptive notes such as "travel stipend" or "lunch" can be added here.

Each time you transact with your physical Brex card at a terminal, you will receive a push notification from the Brex mobile app prompting you to take a photo of the receipt and add a memo to the transaction. If you are not prompted, you can add a memo by following these steps:

Step 1: Open the Brex app.

Step 2: 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 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.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->