Brex | How do I attach receipts to Brex transactions?

How do I attach receipts to Brex transactions?

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. Please refer to the relevant section below.

Via the Brex 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.

How to add receipts

Via the Brex mobile 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 Slack

If you have the Brex app on Slack, users will receive Slack messages about all of their transactions that violate your company’s expense policy, particularly regarding missing receipts or memos. To resolve the alert, please follow 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 logging 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.

Was this article helpful?

|

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

Chat with us->

How do I attach receipts to Brex transactions?

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. Please refer to the relevant section below.

Via the Brex 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.

How to add receipts

Via the Brex mobile 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 Slack

If you have the Brex app on Slack, users will receive Slack messages about all of their transactions that violate your company’s expense policy, particularly regarding missing receipts or memos. To resolve the alert, please follow 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 logging 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.

Was this article helpful?

|

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

Chat with us->

How do I attach receipts to Brex transactions?

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. Please refer to the relevant section below.

Via the Brex 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.

How to add receipts

Via the Brex mobile 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 Slack

If you have the Brex app on Slack, users will receive Slack messages about all of their transactions that violate your company’s expense policy, particularly regarding missing receipts or memos. To resolve the alert, please follow 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 logging 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.

Was this article helpful?

|

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

Chat with us->