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As an admin or bookkeeper, you can download Cash or card statements from the Brex dashboard following the steps below.

Card statement

Step 1: Go to Card > Statements on the left side of your dashboard.

Step 2: Your statements will appear in the table on this page as they are generated at the end of each statement cycle. To export, click the download icon to the right of each statement row.

To see transactions within a specific date range, you can also click Custom report in the top-right corner. However, this would be considered a transaction report rather than a monthly statement.

Cash statement

Step 1: Go to Cash > Statements on the left side of your dashboard.

Step 2: Your statements will appear in the table on this page as they are generated at the end of each statement cycle. To export, click the download icon to the right of each statement row.

As an admin or bookkeeper, you can download statements from the Brex dashboard following the steps below.

Step 1: Go to Accounts on the left side of your dashboard, then Credit > Statements.

Step 2: Your statements will appear in the table on this page as they are generated at the end of each statement cycle. To export, click the download icon to the right of each statement row.

To see transactions within a specific date range, you can also click Custom report in the top-right corner. However, this would be considered a transaction report rather than a monthly statement.


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