Brex Empower

How can I automatically forward receipts to Brex?

Brex can automatically match receipts forwarded to us within minutes. To save even more time, set up automatic forwarding rules for your personal email account to send receipts to. This helps when you have recurring transactions that you get a receipt for every month.


Step 1: Go to Settings > Forwarding and POP/IMAP and add as a forwarding address in Gmail.

Step 2: Download this file with suggested forwarding rules.

Step 3: Go to Filters and Blocked Address and click Import Filters > Choose File. Choose the file you downloaded and click Open File.

Note: You might receive an error message when importing the filters if Step 1 wasn’t completed. Double check that the forwarding address is added and there are no typos.

CX - Email Forwarding 02

Step 4: If you’d prefer to only send certain emails to Brex, click on an example of an email you want to forward and select Filter messages like these. Create a filter and select Forward it to:

CX - Email Forwarding 01

You’ll receive an email confirmation from Brex when we have confirmed your email forwarding request.

Full Gmail instructions can be found here.


Filter emails to send to Brex:

Step 1: In Mail View, select Rules > Create rule > Advanced Options…

Step 2: Choose the conditions of the emails you want forwarded. Your options will be based on the email you have selected. Click Next when you’re done.

Step 3: Mark the checkbox for forward it to people or public group, select people or public group, and add Click OK and then Finish.

Was this article helpful?


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

Chat with us->