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.
Google Workspace add-on
Your organization’s Google Workspace admin can set up receipt forwarding for your entire Gmail organization by installing our official Google Workspace add-on.
Note: If you’re already using Gmail forwarding rules, you don’t need to set up the Google Workspace add-on, too.
Step 1: Go to our add-on listing.
Step 2b: If you’re an admin of the organization's Google Workspace, Click Admin install > Continue. Choose to install the add-on for everyone in your Google Workspace organization or certain groups. You can install this add-on for gmail accounts not associated with Brex accounts, but the receipts won’t be delivered to Brex.
Step 3: Click Finish. The add-on may take up to a day to finish installing for your organization. When installed, the Brex Workspace icon will be visible on the Gmail side panel of members of your organization.
Note: You may need to click the arrow to expand the toolbar, first.
Step 4: Users can turn on Automatic Receipt Collection by clicking on the Brex Workspace icon to open the side panel, then toggling the switch on.
Toggling this switch causes emails with the “Receipt to be sent to Brex” label to be forwarded to Brex within the next hour. It will send receipts from relevant emails on a once-hourly basis. We recommend not modifying your labels and filters to make sure the app runs correctly.
Full Google Marketplace app install instructions can be found here.
To turn off your individual automatic receipt collection, you can toggle off the switch. This clears the labels and filters and disables daily receipt collection. If the Workspace app is uninstalled without toggling off the switch, receipt collection will still continue for your Gmail account.
Admins can find full Google Workspace app uninstallation instructions here. However, we strongly encourage you to have your users turn off receipt collection first.
Gmail forwarding rules
Note: If you’re already using the Google Workspace add-on, you don’t need to set up Gmail forwarding rules, too.
Step 1: Go to Settings > Forwarding and POP/IMAP and add email@example.com 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.
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: firstname.lastname@example.org.
You’ll receive an email confirmation from Brex when we have confirmed your email forwarding request.
Full Gmail instructions can be found here.
Outlook forwarding rules
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 email@example.com. Click OK and then Finish.