How do I set up the Expensify integration?
The Brex integration with Expensify will automatically pull your transactions from Brex, giving you control and flexibility, and reducing manual effort. However, receipts will still need to be uploaded through the Expensify app or website.
You need to be an Expensify customer with a Control plan to use the integration (see Expensify pricing).
Domain Control will need to be turned on in order to assign cards to specific users (see Expensify Domain Control).
Please ensure that you have disabled all other Brex ERP integrations (QuickBooks, Xero, or NetSuite) before you run the new Expensify to prevent duplicates in your ERP.
Step 1: If this is the first integration you are setting up with Brex, skip to Step 2. If you're currently using another integration with Brex, please read How do I disable my existing integration and set up a new one?
Step 2: Sign in to the Expensify homepage and sign in to your account.
Note: Make sure you have administrative controls, or this will not work!
Step 3: Click on Settings > Domain Control > Your company's domain.If this doesn't exist, please add it through the option on the top right that says New Domain.
Step 4: Navigate to the Company Cards section found in the left column. Click Import Card/Bank and search for Brex.
Step 5: After selecting Brex, you'll be redirected to sign in to the Brex dashboard so that you can approve the integration.
Step 6: After you're redirected, please ensure that the card shown under the Imported Cards section says Brex. If you previously used another card with a different bank, click the dropdown shown in the screenshot below to update it to Brex.
Step 7: Start assigning cards to each user by clicking Assign a Card.
Note: Only the Brex cards with cleared transactions in the last five days will appear as an option on the cards dropdown.
Within 24 hours of setting this up, transactions will start exporting to Expensify from Brex automatically for the last 30 days. If you'd like to set an "export from" date so that previous transactions do not export (i.e. if you were using our previous Expensify integration), you can set the Transaction Start Date as today's date.
Transactions will automatically export into a cardholder's open report if they meet the criteria of the report. If there is no open report, they will show up in the Unreported expenses section instead.
If you don't want your company's cardholders to receive an SMS from Brex prompting them to upload a receipt, sign in to Brex and go to Settings under the Brex dropdown menu on the top right of the page. Click Notifications and toggle off SMS notifications.
For a cardholder to add receipts to Expensify, they will need to be uploaded through the Expensify app or website directly.
For video instructions, watch below.