Brex | How do I manually upload statements?
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How do I manually upload statements?

If you’re unable to connect your bank to your Brex account, we may instead ask you to manually submit statements.

You can upload your most recent statements at any time from the Financial documents page in your Brex dashboard.

Note: If this is your first time uploading statements for this bank account, you’ll be asked to upload the 2 most recent bank statements for your bank account(s).

Moving forward, please continue uploading your statements for the previous month from this same location in your dashboard. We’ll also send monthly reminder emails to account admins with secure upload links.

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Open an account

How do I manually upload statements?

If you’re unable to connect your bank to your Brex account, we may instead ask you to manually submit statements.

You can upload your most recent statements at any time from the Financial documents page in your Brex dashboard.

Note: If this is your first time uploading statements for this bank account, you’ll be asked to upload the 2 most recent bank statements for your bank account(s).

Moving forward, please continue uploading your statements for the previous month from this same location in your dashboard. We’ll also send monthly reminder emails to account admins with secure upload links.

Was this article helpful?

|

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

Chat with us->
Open an account

How do I manually upload statements?

If you’re unable to connect your bank to your Brex account, we may instead ask you to manually submit statements.

You can upload your most recent statements at any time from the Financial documents page in your Brex dashboard.

Note: If this is your first time uploading statements for this bank account, you’ll be asked to upload the 2 most recent bank statements for your bank account(s).

Moving forward, please continue uploading your statements for the previous month from this same location in your dashboard. We’ll also send monthly reminder emails to account admins with secure upload links.

Was this article helpful?

|

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

Chat with us->