Brex | How do I modify my vendor card’s lock date?
Open an account
This topic has 2 versions: Brex classic experience and Brex Empower. If you need help finding which you use, sign in or read this article.

Vendor cards are created with automatic lock dates. If you or one of your employees need to use your vendor card again after this date, any admin on your account can modify the card’s lock date. Please follow the steps below, depending on your role type.

Admins modifying their own vendor card

Step 1: Navigate to Card > Manage cards and locate the card you want to modify.

Step 2: Click the three dots next to the card name and select Modify.

Step 3: In the Card lock date field, set your preferred card lock date and click Save.

Note: If this is your first time updating your vendor card’s lock date, you will be prompted to enter a reason for unlocking the card.

Admins modifying a user’s vendor card

Step 1: Under Team > Users, search the name of the user.

Step 2: Click on their name and select View all of [User’s] cards.

Step 3: Select the vendor card you want to modify.

Step 4: Click the three dots to the right of the card’s name and select Modify.

Step 5: In the pop-up window, select the date that you would like to change the lock date to and click Save.

With Brex Empower, vendor cards are replaced with budgets.

If one of your employees need additional spending room, you can create a new budget for them following the steps in How do I create or request a budget?.

Was this article helpful?

|

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

Chat with us->
Open an account
This topic has 2 versions: Brex classic experience and Brex Empower. If you need help finding which you use, sign in or read this article.

Vendor cards are created with automatic lock dates. If you or one of your employees need to use your vendor card again after this date, any admin on your account can modify the card’s lock date. Please follow the steps below, depending on your role type.

Admins modifying their own vendor card

Step 1: Navigate to Card > Manage cards and locate the card you want to modify.

Step 2: Click the three dots next to the card name and select Modify.

Step 3: In the Card lock date field, set your preferred card lock date and click Save.

Note: If this is your first time updating your vendor card’s lock date, you will be prompted to enter a reason for unlocking the card.

Admins modifying a user’s vendor card

Step 1: Under Team > Users, search the name of the user.

Step 2: Click on their name and select View all of [User’s] cards.

Step 3: Select the vendor card you want to modify.

Step 4: Click the three dots to the right of the card’s name and select Modify.

Step 5: In the pop-up window, select the date that you would like to change the lock date to and click Save.

With Brex Empower, vendor cards are replaced with budgets.

If one of your employees need additional spending room, you can create a new budget for them following the steps in How do I create or request a budget?.

Was this article helpful?

|

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

Chat with us->
Open an account
This topic has 2 versions: Brex classic experience and Brex Empower. If you need help finding which you use, sign in or read this article.

Vendor cards are created with automatic lock dates. If you or one of your employees need to use your vendor card again after this date, any admin on your account can modify the card’s lock date. Please follow the steps below, depending on your role type.

Admins modifying their own vendor card

Step 1: Navigate to Card > Manage cards and locate the card you want to modify.

Step 2: Click the three dots next to the card name and select Modify.

Step 3: In the Card lock date field, set your preferred card lock date and click Save.

Note: If this is your first time updating your vendor card’s lock date, you will be prompted to enter a reason for unlocking the card.

Admins modifying a user’s vendor card

Step 1: Under Team > Users, search the name of the user.

Step 2: Click on their name and select View all of [User’s] cards.

Step 3: Select the vendor card you want to modify.

Step 4: Click the three dots to the right of the card’s name and select Modify.

Step 5: In the pop-up window, select the date that you would like to change the lock date to and click Save.

With Brex Empower, vendor cards are replaced with budgets.

If one of your employees need additional spending room, you can create a new budget for them following the steps in How do I create or request a budget?.

Was this article helpful?

|

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

Chat with us->