You can view the details for all processing and cleared transactions on your Brex dashboard. To do so, follow these steps.
Step 1: Click Transactions under the Card or Cash tab, depending on whether you want the details of a card transaction or a transfer.
Step 2: Select the transaction you’d like to know more about.
Step 3: A window will open with additional information.
If you’d like more details about a declined transaction, these are only visible from the Brex mobile app.
You can view the details for all processing and cleared transactions in your Brex dashboard by following the steps below.
View a single expense
Step 1: In your dashboard, go to Expenses.
Step 2: Select the expense you’d like to know more about.
Step 3: A window will open with additional information.
If you’d like more details about a declined transaction on your personal card, these are only visible from the Brex mobile app.
Filtering expenses
In the Expenses page, use the search bar to either find specific expenses or narrow down transactions based on a certain date range, type, budget, expense status, and more.
Grouping expenses
You can group expenses to have them displayed by budget, merchant, category, and employee. Grouping works in conjunction with the filtering feature, allowing you to filter through already-grouped transactions. Grouping lets admins view and approve or deny outstanding requests in bulk.
To group your expenses, follow the steps below.
Step 1: In your dashboard, go to Expenses > All Expenses.
Step 2: Click on the Group dropdown at the top of the transactions table.
Step 3: Choose whether you want to Group by Budget, Group by Merchant, Group by Merchant Category, or Group by Employee. All of the expenses will be sorted into descending groups based on your parameter of choice. For example, if you chose to group by merchant, expenses made with the same merchant will appear together in the list below.
Step 4: Once you’ve selected a grouping, click See all in any of the grop headers for a detailed view of all expenses in that group. You can click Load more in the group header to view more expenses, if there are any more to be displayed.
You can perform any of the available actions from All Expenses, including grouping, filtering, and reviewing.