Account and card admins can review expenses that fall outside their company’s policy from the Brex dashboard. We’ll send weekly reminders to account and card admins to review expenses for their direct reports.
All employee purchases that fall out of your policy will be flagged for review on the Expense review page under Expenses in your dashboard.
Use the search bar if you’d like to search for a specific transaction, user, or merchant within expense alerts.
Out-of-policy alerts can be filtered using the dropdown menus on the top right by department, user, or issue (missing receipt, memo, etc).
To resolve alerts, account and card admins can click on each transaction individually or use the bulk selection tool by clicking the checkboxes on the left. Select from these actions:
Mark as reviewed: Approves the transaction.
Follow up: Sends an email reminder to the cardholder with an optional note. Cardholders can resolve missing receipt alerts by uploading a receipt per these instructions: How do I attach receipts to Brex transactions?.
Mute alert: Makes an exception and excludes the user or merchant from your policy.
If you accidentally approve a transaction, click Archive at the top of the Expense review page, find the transaction, and click Undo review.
Interested in revamping your expense policy? Read our comprehensive Corporate Card Expense Policy Guide for suggestions and considerations for stress-free expense management.
Account 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.
Account and card admins can click on a specific expense under Inbox > Team requests to review it. Alternatively, you can click See all to go to the Expenses page if you want more details on the expense pending review.
In the Expenses page, you can 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?.
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.
Interested in revamping your expense policy? Read our comprehensive Corporate Card Expense Policy Guide for suggestions and considerations for stress-free expense management.
Approving or denying multiple expenses at once
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.