Documents for your account
This article refers to a feature that might not be available in your current Brex plan. If you'd like to learn more about this feature and how to unlock additional capabilities in Brex's upgraded plans, please have your account or card admin reach out to Brex Support by clicking on Support in your dashboard.
Overview
Managing corporate spend might require different account documents, ranging from reports of spending to forms as required by your vendors. Below, we’ve included several examples of documents that our customers find useful, as well as guidelines for how to locate them. Note: Any table or document that you download as a CSV can be opened as a spreadsheet in Excel.
Statements
As an account admin, card admin, bookkeeper, or any other user with the specific product capability, you can download statements from Statements and documents in your Brex dashboard by following the steps below.
Card statements
In the dashboard
Step 1: Click your name in the top right of the dashboard and select Statements and documents.
Step 2: Select Card on the left pane under the Statements section.
Step 3: Your statements will appear in the list 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. Note: You can find your outstanding balance by exporting in XLSX format.
Note: While you can only download a statement as a PDF, you can download a XLSX, CSV, HTML, or TXT report by going to Account > Credit > Transactions and entering a date range.
Brex business account statements
In the dashboard
Step 1: Click your name in the top right of the dashboard and select Statements and documents.
Step 2: Select Banking on the left pane under the Statements section.
Step 3: Your statements will appear in the table next to the specific Brex business account as they are generated at the end of each statement cycle. To export, click the download icon.
Reimbursement statements
In the dashboard
Step 1: Click your name in the top right of the dashboard and select Statements and documents.
Step 2: Select Reimbursement on the left pane under the Statements section.
Step 3: 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.
Transaction data downloads
In addition to the card statements you receive every statement period, you can also generate a custom report by configuring and downloading transaction tables at any time.
New for SummerYou can now customize your transaction data downloads by applying expense filters and selecting which columns you want to include.
Card expenses
In the dashboard
Account admins, card admins, and bookkeepers can download card expenses made by everyone on your team. Other role types can generate an expenses download for their personal expenses.
Step 1: In your dashboard, go to Expenses.
Step 2: Review and select the filters you want to apply for your custom report by clicking on the “Add Filter” button. The list of transactions will update automatically with the filters you’ve selected.
Step 3: Click the gear icon to select which columns you’d like to include in your transaction report.
Step 4 (Optional): If you’d like to save this view of your table for future downloads, select the Save view button located directly above the table. Saved views will appear in the dropdown to the left of the search bar.
Step 5: Once all filters and columns are set, click Download, and select your desired file format. Your downloaded file will reflect your table configurations.
You can download receipts by clicking Include receipts in download. Receipts are in order of purchase date and expense ID, which you’ll see in the report.
You'll then see a banner indicating that your download is in progress. When your download is completed, you will receive a notification in the dashboard. The download will automatically start in your browser.
Business account transactions
In the dashboard
Step 1: In your dashboard, go to Accounts > Business accounts > View all transactions. Step 2: Customize your report by adding filters. Step 3: Click Export on the right.
Account verification document
All account admins have the ability to download a verification letter for their Brex business account. Vendors and other third parties may accept this letter as confirmation of your Brex business account details in lieu of a voided check. If you need a customized verification letter or to have an audit document signed or notarized, please reach out to Brex Support.
In the dashboard
Step 1: Go to Accounts. Step 2: Select the checking account you’d like a verification letter for. Step 3: Go to Manage settings > Account details > Download verification letter. Note: If you don’t see Manage settings, click More actions, first.
Voided check
We don’t provide voided checks and instead provide the account verification letter, which you can use as an account verification document to a third party for your Brex business account.