Managing vendors

Overview

For vendors that you regularly send payments to, you can add them into a virtual address book in your Brex account. Going forward, instead of manually entering their payment information, you’ll just need to select them from a dropdown to populate their account number, routing number, and other details.

Adding a single vendor

In the dashboard

Step 1: Under Vendors in your Brex dashboard, click Add vendor at the top right. Step 2: Enter the vendor name, email address, and phone number (email and phone number are optional) and click Create. Step 3: Select Add account next to the payment rail you'd like to use for this vendor and enter the required information for that payment type. Step 4: Select Review to confirm the vendor information and select Save to complete.

In the app

Step 1: Under the $ tab, select Send ACH payment. Step 2: Tap Add new recipient. Step 3: Enter the vendor’s information — their name, routing number, and account number — and tap Add recipient at the bottom. Step 4: Confirm what type of bank account you’ve added (business checking, business savings, etc). Step 5: Press Select to add the new vendor.

Requesting a vendor

If preferred, you can request that the vendor fill out the required details directly from your dashboard. After you’ve saved their basic company details in your Vendors tab, click on their name to open the details window and click Request payment details. This will send an email to the email address that you associated with your vendor. When they click it, it will take your vendor to a temporary portal where they can fill in their primary payment information on your behalf. As soon as they do so, your dashboard will be automatically updated. This information is securely stored within our system, ensuring the privacy of your vendor’s data. We only reference the data internally to help keep your account safe. If your vendor has questions please reference this help article.

Adding multiple vendors

If you have multiple vendors, you can save time by using our bulk upload tool in your Brex dashboard. This option is not available in the app. Step 1: Under Vendors, click Add vendors via CSV. Step 2: Download the CSV template, replace sample data, and fill in your vendors’ information. Upload the file and click Next. Note: If your vendor list doesn’t match the template or certain fields are missing, you’ll receive an error message inviting you to return to Step 2. We require a name and at least one form of payment noted for each vendor. Step 3: Review your vendor details, select all the ones you are ready to import, and click Import vendors to add them to your Brex account. Note: If any fields contain invalid or duplicate data, you can see those noted in the Unable to import tab. Click Go back to re-upload a CSV with updated details or click Import vendors to continue (you can always add and edit vendors later). To resolve duplicate data, the vendor name must be unique.

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give account or card admins and users the option to edit details, delete, request payment details, or send a payment.

Vendor details

Field name	Required	Description	Accepted values	Additional information	Example
Name	Yes	Name of the vendor	N/A	Must be unique and cannot contain accented letters	Acme Studios
Email address	No	Vendor email to contact regarding payments	N/A		example@mail.com
Phone number	No	Vendor phone number to contact regarding payments	N/A	Must be in E.164 format: No dashes or parentheses, and must include a "+" at the beginning	USA: +13231508396 China:+861085117777

ACH details

Field name	Description	Accepted values	Additional information	Example
ACH: Business or personal	ACH payment account class	BUSINESS/PERSONAL	Will default to BUSINESS if not provided	BUSINESS
ACH: Account number	ACH account number	N/A		12345678
ACH: Checking or savings	ACH payment account type	CHECKING/SAVINGS	Will default to CHECKING if not provided	CHECKING
ACH: Routing number	ACH routing number	N/A		121122676

Domestic wire details

Field name	Description	Accepted values	Additional information	Example
Domestic wire: Account number	Domestic wire account number	N/A		0932840293
Domestic wire: Routing number	Domestic wire routing number	N/A		026009593
Domestic wire: Address 1	Domestic wire recipient's address	N/A	Must be a USPS deliverable address	200 Park Avenue
Domestic wire: Address 2	Domestic wire recipient's address	N/A		Suite 200
Domestic wire: City	Domestic wire recipient's city	N/A		New York
Domestic wire: State	Domestic wire recipient's state	N/A		NY
Domestic wire: Country	Domestic wire recipient's country	US	Domestic wire payments can only be sent to the US and must be formatted as such	US
Domestic wire: Zip	Domestic wire recipient's zip code	N/A		10166

Check details

Field name	Description	Accepted values	Additional information	Example
Check: Address 1	Check recipient's address	N/A	Must be a USPS deliverable address	1201 Market St.
Check: Address 2	Check recipient's address	N/A		Suite 500
Check: City	Check recipient's city	N/A		San Francisco
Check: State	Check recipient's state	N/A		CA
Check: Country	Check recipient's country	US	Check payments can only be sent within the US and must be formatted as such	US
Check: Zip	Check recipient's zip code	N/A		94103

International wire details

Field name	Description	Accepted values	Additional information	Example
International wire: IBAN	International wire recipient’s International Bank Account Number (IBAN)	N/A		BE68539007547034
International wire: Swift code	International wire recipient’s SWIFT code, also known as a Bank Identifier Code (BIC)	N/A		EBATBEBBXXX
International wire: Address	Check recipient's address	N/A		456 Side St.
International wire: City	Check recipient's city	N/A		Brussels
International wire: Country	Check recipient's country	Must be formatted as a two-letter (alpha-2) country code	BE
International wire: Zip	Check recipient's zip code	N/A		1000

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