How do I review expenses?


Account admins and card admins can review expenses that fall outside their company’s policy from the Brex dashboard. We’ll send weekly reminders to admins to review expenses for their direct reports.

Interested in revamping your expense policy? Read our comprehensive Corporate Card Expense Policy Guide for suggestions and considerations for stress-free expense management.

Single expenses

In the dashboard

Account admins and card admins can click on a specific expense under Tasks > Requests to review it. Alternatively, you can follow the steps below:

Step 1: Click See all to go to the Expenses page. This gives you more details on the expense pending review.

Step 2: Use the search bar to search for a specific transaction by user, merchant, merchant category, or department. You can review multiple expenses by grouping them based on specific parameters, and then approve or deny them in bulk For more information, read How do I view the details of my transaction?.

Step 3: After approving or denying an expense, a banner will appear at the top of your screen for several seconds, giving you the option to undo the action.

In the app

Step 1: Open your app and locate the expense that needs approval.

Step 2: Depending on the circumstance, tap either Mark as reviewed or Request repayment and approve.

Multiple expenses

You can approve or deny more than one expense at a time by checking the box to the left of every transaction in question. Once you’re finished selecting, click either Deny selected or Approve selected at the bottom of the screen. Depending on your permission level, you can skip over previous reviewers and approve the selected expenses yourself. A popup window will appear, summarizing the intended changes, where you can click Confirm if everything looks correct.

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