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How do I manage my vendors on Brex Cash?

Admins and users can create and manage vendor information right from the Brex dashboard. The Vendors page under the Cash tab will provide a table of all the stored vendors on your account.

Adding a single vendor

Step 1: Under Cash in your Brex dashboard, navigate to Vendors and select Add vendor at the top right.

Step 2: Enter the vendor name, email address, and phone number (email and phone number are optional) and click Create.

Step 3: Select Add account next to the payment rail you'd like to use for this vendor and enter the required information for that payment type.

Step 4: Select Review to confirm the vendor information and select Save to complete.

Adding multiple vendors

If you have multiple vendors, you can save time by using our bulk upload tool.

Step 1: Under Cash, navigate to the Vendors page and click Add vendors via CSV.

Step 2: Download the CSV template, replace sample data, and fill in your vendors’ information. Upload the file and click Next.

Note: If your vendor list doesn’t match the template or certain fields are missing, you’ll receive an error message inviting you to return to Step 2. We require a name and at least one form of payment noted for each vendor.

Step 3: Review your vendor details, select all the ones you are ready to import, and click Import vendors to add them to your Brex account.

Note: If any fields contain invalid or duplicate data, you can see those noted in the Unable to import tab. Click Go back to re-upload a CSV with updated details or click Import vendors to continue (you can always add and edit vendors later).

To resolve duplicate data, the vendor name must be unique.

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give admins and users the option to edit details, delete, or send a payment.

CSV template guidelines

Field nameRequiredDescriptionAccepted valuesAdditional informationExample

Name

Yes

Name of the vendor

N/A

Must be unique and cannot contain accented letters

Acme Studios

Email address

No

Vendor email to contact regarding payments

N/A

example@mail.com

Phone number

No

Vendor phone number to contact regarding payments

N/A

Must be in E.164 format: No dashes or parentheses, and must include a "+" at the beginning

USA: +13231508396

China:

+861085117777


Field nameRequired?DescriptionAccepted valuesAdditional informationExample

ACH: Business or personal

ACH payment account class

BUSINESS/PERSONAL

Will default to BUSINESS if not provided

BUSINESS

ACH: Account number

ACH account number

N/A

12345678

ACH: Checking or savings

ACH payment account type

CHECKING/SAVINGS

Will default to CHECKING if not provided

CHECKING

ACH: Routing number

ACH routing number

N/A

121122676

Field nameRequired?DescriptionAccepted valuesAdditional informationExample

Domestic wire: Account number

Domestic wire account number

N/A

0932840293

Domestic wire: Routing number

Domestic wire routing number

N/A

026009593

Domestic wire: Address 1

Domestic wire recipient's address

N/A

Must be a USPS deliverable address

200 Park Avenue

Domestic wire: Address 2

Domestic wire recipient's address

N/A

Suite 200

Domestic wire: City

Domestic wire recipient's city

N/A

New York

Domestic wire: State

Domestic wire recipient's state

N/A

NY

Domestic wire: Country

Domestic wire recipient's country

US

Domestic wire payments can only be sent to the US and must be formatted as such

US

Domestic wire: Zip

Domestic wire recipient's zip code

N/A

10166

Field nameRequired? DescriptionAccepted valuesAdditional informationExample

Check: Address 1

Check recipient's address

N/A

Must be a USPS deliverable address

1201 Market St.

Check: Address 2

Check recipient's address

N/A

Suite 500

Check: City

Check recipient's city

N/A

San Francisco

Check: State

Check recipient's state

N/A

CA

Check: Country

Check recipient's country

US

Check payments can only be sent within the US and must be formatted as such

US

Check: Zip

Check recipient's zip code

N/A

94103

Field nameRequired?DescriptionAccepted values

Additional information

Example

International wire: IBAN

International wire recipient’s International Bank Account Number (IBAN)

N/A

BE68539007547034

International wire: Swift code

International wire recipient’s SWIFT code, also known as a Bank Identifier Code (BIC)

N/A

EBATBEBBXXX

International wire: Address

Check recipient's address

N/A

456 Side St.

International wire: City

Check recipient's city

N/A

Brussels

International wire: Country

Check recipient's country

Must be formatted as a two-letter (alpha-2) country code

BE

International wire: Zip

Check recipient's zip code

N/A

1000

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Open an account

How do I manage my vendors on Brex Cash?

Admins and users can create and manage vendor information right from the Brex dashboard. The Vendors page under the Cash tab will provide a table of all the stored vendors on your account.

Adding a single vendor

Step 1: Under Cash in your Brex dashboard, navigate to Vendors and select Add vendor at the top right.

Step 2: Enter the vendor name, email address, and phone number (email and phone number are optional) and click Create.

Step 3: Select Add account next to the payment rail you'd like to use for this vendor and enter the required information for that payment type.

Step 4: Select Review to confirm the vendor information and select Save to complete.

Adding multiple vendors

If you have multiple vendors, you can save time by using our bulk upload tool.

Step 1: Under Cash, navigate to the Vendors page and click Add vendors via CSV.

Step 2: Download the CSV template, replace sample data, and fill in your vendors’ information. Upload the file and click Next.

Note: If your vendor list doesn’t match the template or certain fields are missing, you’ll receive an error message inviting you to return to Step 2. We require a name and at least one form of payment noted for each vendor.

Step 3: Review your vendor details, select all the ones you are ready to import, and click Import vendors to add them to your Brex account.

Note: If any fields contain invalid or duplicate data, you can see those noted in the Unable to import tab. Click Go back to re-upload a CSV with updated details or click Import vendors to continue (you can always add and edit vendors later).

To resolve duplicate data, the vendor name must be unique.

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give admins and users the option to edit details, delete, or send a payment.

CSV template guidelines

Field nameRequiredDescriptionAccepted valuesAdditional informationExample

Name

Yes

Name of the vendor

N/A

Must be unique and cannot contain accented letters

Acme Studios

Email address

No

Vendor email to contact regarding payments

N/A

example@mail.com

Phone number

No

Vendor phone number to contact regarding payments

N/A

Must be in E.164 format: No dashes or parentheses, and must include a "+" at the beginning

USA: +13231508396

China:

+861085117777


Field nameRequired?DescriptionAccepted valuesAdditional informationExample

ACH: Business or personal

ACH payment account class

BUSINESS/PERSONAL

Will default to BUSINESS if not provided

BUSINESS

ACH: Account number

ACH account number

N/A

12345678

ACH: Checking or savings

ACH payment account type

CHECKING/SAVINGS

Will default to CHECKING if not provided

CHECKING

ACH: Routing number

ACH routing number

N/A

121122676

Field nameRequired?DescriptionAccepted valuesAdditional informationExample

Domestic wire: Account number

Domestic wire account number

N/A

0932840293

Domestic wire: Routing number

Domestic wire routing number

N/A

026009593

Domestic wire: Address 1

Domestic wire recipient's address

N/A

Must be a USPS deliverable address

200 Park Avenue

Domestic wire: Address 2

Domestic wire recipient's address

N/A

Suite 200

Domestic wire: City

Domestic wire recipient's city

N/A

New York

Domestic wire: State

Domestic wire recipient's state

N/A

NY

Domestic wire: Country

Domestic wire recipient's country

US

Domestic wire payments can only be sent to the US and must be formatted as such

US

Domestic wire: Zip

Domestic wire recipient's zip code

N/A

10166

Field nameRequired? DescriptionAccepted valuesAdditional informationExample

Check: Address 1

Check recipient's address

N/A

Must be a USPS deliverable address

1201 Market St.

Check: Address 2

Check recipient's address

N/A

Suite 500

Check: City

Check recipient's city

N/A

San Francisco

Check: State

Check recipient's state

N/A

CA

Check: Country

Check recipient's country

US

Check payments can only be sent within the US and must be formatted as such

US

Check: Zip

Check recipient's zip code

N/A

94103

Field nameRequired?DescriptionAccepted values

Additional information

Example

International wire: IBAN

International wire recipient’s International Bank Account Number (IBAN)

N/A

BE68539007547034

International wire: Swift code

International wire recipient’s SWIFT code, also known as a Bank Identifier Code (BIC)

N/A

EBATBEBBXXX

International wire: Address

Check recipient's address

N/A

456 Side St.

International wire: City

Check recipient's city

N/A

Brussels

International wire: Country

Check recipient's country

Must be formatted as a two-letter (alpha-2) country code

BE

International wire: Zip

Check recipient's zip code

N/A

1000

Was this article helpful?

|

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

Chat with us->

How do I manage my vendors on Brex Cash?

Admins and users can create and manage vendor information right from the Brex dashboard. The Vendors page under the Cash tab will provide a table of all the stored vendors on your account.

Adding a single vendor

Step 1: Under Cash in your Brex dashboard, navigate to Vendors and select Add vendor at the top right.

Step 2: Enter the vendor name, email address, and phone number (email and phone number are optional) and click Create.

Step 3: Select Add account next to the payment rail you'd like to use for this vendor and enter the required information for that payment type.

Step 4: Select Review to confirm the vendor information and select Save to complete.

Adding multiple vendors

If you have multiple vendors, you can save time by using our bulk upload tool.

Step 1: Under Cash, navigate to the Vendors page and click Add vendors via CSV.

Step 2: Download the CSV template, replace sample data, and fill in your vendors’ information. Upload the file and click Next.

Note: If your vendor list doesn’t match the template or certain fields are missing, you’ll receive an error message inviting you to return to Step 2. We require a name and at least one form of payment noted for each vendor.

Step 3: Review your vendor details, select all the ones you are ready to import, and click Import vendors to add them to your Brex account.

Note: If any fields contain invalid or duplicate data, you can see those noted in the Unable to import tab. Click Go back to re-upload a CSV with updated details or click Import vendors to continue (you can always add and edit vendors later).

To resolve duplicate data, the vendor name must be unique.

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give admins and users the option to edit details, delete, or send a payment.

CSV template guidelines

Field nameRequiredDescriptionAccepted valuesAdditional informationExample

Name

Yes

Name of the vendor

N/A

Must be unique and cannot contain accented letters

Acme Studios

Email address

No

Vendor email to contact regarding payments

N/A

example@mail.com

Phone number

No

Vendor phone number to contact regarding payments

N/A

Must be in E.164 format: No dashes or parentheses, and must include a "+" at the beginning

USA: +13231508396

China:

+861085117777


Field nameRequired?DescriptionAccepted valuesAdditional informationExample

ACH: Business or personal

ACH payment account class

BUSINESS/PERSONAL

Will default to BUSINESS if not provided

BUSINESS

ACH: Account number

ACH account number

N/A

12345678

ACH: Checking or savings

ACH payment account type

CHECKING/SAVINGS

Will default to CHECKING if not provided

CHECKING

ACH: Routing number

ACH routing number

N/A

121122676

Field nameRequired?DescriptionAccepted valuesAdditional informationExample

Domestic wire: Account number

Domestic wire account number

N/A

0932840293

Domestic wire: Routing number

Domestic wire routing number

N/A

026009593

Domestic wire: Address 1

Domestic wire recipient's address

N/A

Must be a USPS deliverable address

200 Park Avenue

Domestic wire: Address 2

Domestic wire recipient's address

N/A

Suite 200

Domestic wire: City

Domestic wire recipient's city

N/A

New York

Domestic wire: State

Domestic wire recipient's state

N/A

NY

Domestic wire: Country

Domestic wire recipient's country

US

Domestic wire payments can only be sent to the US and must be formatted as such

US

Domestic wire: Zip

Domestic wire recipient's zip code

N/A

10166

Field nameRequired? DescriptionAccepted valuesAdditional informationExample

Check: Address 1

Check recipient's address

N/A

Must be a USPS deliverable address

1201 Market St.

Check: Address 2

Check recipient's address

N/A

Suite 500

Check: City

Check recipient's city

N/A

San Francisco

Check: State

Check recipient's state

N/A

CA

Check: Country

Check recipient's country

US

Check payments can only be sent within the US and must be formatted as such

US

Check: Zip

Check recipient's zip code

N/A

94103

Field nameRequired?DescriptionAccepted values

Additional information

Example

International wire: IBAN

International wire recipient’s International Bank Account Number (IBAN)

N/A

BE68539007547034

International wire: Swift code

International wire recipient’s SWIFT code, also known as a Bank Identifier Code (BIC)

N/A

EBATBEBBXXX

International wire: Address

Check recipient's address

N/A

456 Side St.

International wire: City

Check recipient's city

N/A

Brussels

International wire: Country

Check recipient's country

Must be formatted as a two-letter (alpha-2) country code

BE

International wire: Zip

Check recipient's zip code

N/A

1000

Was this article helpful?

|

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

Chat with us->