Brex | How do I set up spend requests?
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How do I set up spend requests?

Spend requests enable users to submit requests for vendor cards or temporary user limit increases on their corporate cards. Admins can approve, deny, or modify these requests. Admins can follow the steps below to get started.

Step 1: Under Expenses on the left side of your dashboard, click Requests.

Step 2: If it’s your first time on this page, a modal will automatically pop up. The first step of the setup modal explains spend request features.

Step 3: Select a primary approver for the company who will receive a notification each time a user submits a request for a vendor card or temporary user limit increase. Any admin can approve, deny, or modify a pending request.

Step 4: You'll see a preview of an email Brex can send to all cardholders within your company. Select Don’t send to opt out. After this step, you have successfully opted into spend requests.

Admins can now return to the Requests page to view any pending requests and users can submit requests by clicking Get a new card on the Manage cards page.

How to turn off spend requests

Spend requests can be turned off in your dashboard in the Settings tab, by going to the Expenses section. From there, you can choose to Turn off spend requests.

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Open an account

How do I set up spend requests?

Spend requests enable users to submit requests for vendor cards or temporary user limit increases on their corporate cards. Admins can approve, deny, or modify these requests. Admins can follow the steps below to get started.

Step 1: Under Expenses on the left side of your dashboard, click Requests.

Step 2: If it’s your first time on this page, a modal will automatically pop up. The first step of the setup modal explains spend request features.

Step 3: Select a primary approver for the company who will receive a notification each time a user submits a request for a vendor card or temporary user limit increase. Any admin can approve, deny, or modify a pending request.

Step 4: You'll see a preview of an email Brex can send to all cardholders within your company. Select Don’t send to opt out. After this step, you have successfully opted into spend requests.

Admins can now return to the Requests page to view any pending requests and users can submit requests by clicking Get a new card on the Manage cards page.

How to turn off spend requests

Spend requests can be turned off in your dashboard in the Settings tab, by going to the Expenses section. From there, you can choose to Turn off spend requests.

Was this article helpful?

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

Chat with us->

How do I set up spend requests?

Spend requests enable users to submit requests for vendor cards or temporary user limit increases on their corporate cards. Admins can approve, deny, or modify these requests. Admins can follow the steps below to get started.

Step 1: Under Expenses on the left side of your dashboard, click Requests.

Step 2: If it’s your first time on this page, a modal will automatically pop up. The first step of the setup modal explains spend request features.

Step 3: Select a primary approver for the company who will receive a notification each time a user submits a request for a vendor card or temporary user limit increase. Any admin can approve, deny, or modify a pending request.

Step 4: You'll see a preview of an email Brex can send to all cardholders within your company. Select Don’t send to opt out. After this step, you have successfully opted into spend requests.

Admins can now return to the Requests page to view any pending requests and users can submit requests by clicking Get a new card on the Manage cards page.

How to turn off spend requests

Spend requests can be turned off in your dashboard in the Settings tab, by going to the Expenses section. From there, you can choose to Turn off spend requests.

Was this article helpful?

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

Chat with us->