Brex makes it easy to track receipts with automatic receipt matching technology. There are four options to attach receipts to transactions made with your Brex card.
Via the dashboard
Step 1: Click Card on the left side of your Brex dashboard.
Step 2: Click the transaction you want to attach a receipt to.
Step 3: Click or drag a receipt into the Add receipt field.
Via the app
If you have push notifications enabled, you'll be prompted to take a photo of your receipt and attach it to the transaction each time you transact with your physical Brex card at a terminal. The photo of this receipt is automatically matched to the relevant transaction and stored in your Brex dashboard.
If you don't have push notifications enabled, you can pull up the transaction inside your app. By selecting it, you'll see the option Tab to add a receipt.
Via SMS notification
If you've enabled SMS notifications, each time you transact with your Brex card at a terminal, you'll receive a text message prompting you to take a photo of the receipt and respond via SMS with the photo. The photo of this receipt is then automatically matched to the relevant transaction and stored in your Brex dashboard.
Via the Brex browser extension
Step 1: Download the browser extension for Chrome or Safari.
Step 2: Click the extension icon at the top of your browser. Under the Receipts tab, upload an image or click Screenshot current tab to automatically attach the receipt to the transaction.
Via Slack
If you have the Brex app on Slack, users will receive Slack messages about all of their transactions that violate their company’s expense policy, particularly regarding missing receipts or memos. This can be resolved using 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 signing in to Brex.
Step 3: Wait for a confirmation Slack message that the information has been uploaded to Brex.
Forwarding from your email
For online transactions, you'll likely receive receipts by email. To match these receipts to transactions in your Brex account, forward the email receipt to receipts@brex.com. The receipt can be part of the email body or an attachment.
Note: We accept typo addresses (receipt@brex.com, reciepts@brex.com, reciept@brex.com) but the email receipt must be forwarded from an email address associated with your Brex account.
You can find a copy of a receipt by clicking on the transaction on the Transactions page and looking at the Attached receipts section on the right. You will only see a receipt if it was successfully matched with a transaction.
Only receipts less than 2 months old will match automatically.
Troubleshooting
If you have trouble uploading a receipt, we recommend saving the document as a different file type and trying again. For example, if your receipt is in .jpeg form, try saving it as a .pdf before re-attempting to upload.
If you're still having problems, please contact Brex Support.
Brex makes it easy to track receipts with automatic receipt-matching technology. Many receipts are auto-generated and attached to your transaction. You can also manually add receipts via the methods below.
In addition, we’ll automatically read the receipt and check it against the transaction. You can enable or disable receipt validation under Company settings > Expenses. The matching process takes the date, amount, and merchant fields into account, and will consider the receipt verified provided it matches two of the three
Attaching receipts to a specific transaction
Via your dashboard
Step 1: Go to Inbox > Tasks > Personal, Wallet, or Expenses.
Step 2: Click on the expense you want to attach the receipt to.
Step 3: Scroll to the Receipt section in the menu on the right, then click the + to add a file or drag the receipt to attach it to the transaction.
Note: If you don’t have a receipt to upload, you can click Lost or missing receipt?.
Via your app
Step 1: Tap the Wallet icon at the bottom to get to the Expenses page.
Step 2: Tap the expense you want to attach the receipt to.
Step 3: Tap the + symbol to attach a photo or PDF of the receipt.
Via push notification
If you have push notifications enabled for card expenses, you’ll receive an alert when one comes through that needs a receipt attached to maintain compliance. You can upload the receipt as follows:
Step 1: In the alert, tap Add receipt.
Step 2: When your Brex app opens, take a photo of the receipt. You can also tap Select in the lower left corner to choose an existing photo or screenshot from your gallery.
Step 3: If you’re satisfied with the photo, tap Keep to upload it.
Note: You can only upload a receipt via a push notification if you’re using an iOS operating system.
Attaching receipts to any or multiple transactions
Via your dashboard
If you have numerous transactions that need to have receipts attached, you can upload up to 10 receipts all at once via your Brex dashboard.
Step 1: In your Brex dashboard, go to Wallet or Expenses.
Step 2: Click Add missing receipts > Select files and choose your receipt files.
Step 3: Our system will automatically match your chosen files with the corresponding transaction.
If any of the files can’t be matched, you’ll see an alert that [X] receipts could not be matched. Here, you can click View details for more information on why the error occurred. If it cannot be resolved, you can upload your receipt to the transaction(s) manually.
Via your app
Step 1: Tap the Inbox icon and then tap Add receipts.
Step 2: Tap the + symbol to attach a photo or PDF of the receipt for our system to match.
Ways to attach receipts
Via your mobile phone
After selecting the specific expense in your dashboard on the Expenses page, you can choose Upload receipt from mobile. This sends a push notification to your phone that prompts you to take a photo of your receipt. Once taken, the photo will automatically attach to your expense.
Note: You’ll need to have the Brex app installed in order to use this feature.
Via SMS notification
If you've enabled SMS notifications, each time you transact with your Brex card, you'll receive a text message prompting you to take a photo of the receipt and respond via SMS with the photo. The photo of this receipt is then automatically matched to the relevant transaction and stored in your Brex dashboard.
Via the Brex browser extension
Step 1: Download the browser extension for Chrome or Safari. (Firefox support is coming soon.)
Step 2: Click the extension icon at the top of your browser. Under Receipts, upload an image or click Screenshot current tab to automatically attach the receipt to the transaction.
Via Slack
If you have the Brex app on Slack, your teammates will receive Slack messages about any transactions they’ve made that violate your company’s expense policy — particularly regarding missing receipts or memos. To resolve this, follow the steps below.
Step 1: Reply directly to the Slack message in a thread 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 signing in to Brex.
Step 3: Wait for a Slack message confirming that the information has been uploaded to Brex.
Forwarding from your email
For online transactions, you'll likely receive receipts by email. To match these receipts to transactions in your Brex account, forward the email receipt to receipts@brex.com. The receipt can be part of the email body or an attachment.
Note: We accept typo addresses (receipt@brex.com, reciepts@brex.com, reciept@brex.com), and the email receipt must be forwarded from an email address associated with your Brex account.
You can find a copy of a receipt by clicking on the transaction on the Transactions page and looking at the Attached receipts section on the right. You will only see a receipt if it was successfully matched with a transaction.
Only receipts less than two months old will match automatically.
Troubleshooting
If you have trouble uploading a receipt, we recommend saving the document as a different file type and trying again. For example, if your receipt is in .jpeg form, try saving it as a .pdf before re-attempting to upload.
If you're still having problems, please contact Brex Support.