How do I refresh updated categories within Brex?

Brex account admins, card admins, and bookkeepers can refresh your updated GL accounts within Brex by performing the following actions.

Step 1: Click your name in the top right of the Brex dashboard, then go to Integrations.

Step 2: Beside your connected integration, click the three dots and click Refresh. Doing so will import any updates you've made to your ERP or accounting software. If you have new general ledger accounts come through after the refresh, please remap all of your Brex categories to the new GL accounts to prevent exporting errors.

Important: Depending on the size of your chart of account, this process may take a few moments. You’re able to navigate away from the page while the refresh takes place. Otherwise, you’ll see a green checkmark appear once it has been completed.

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