Memos for expenses

Step 1: Account and card admins can add or edit memos of other users’ expenses in Expenses. Personal expenses can also be edited in Wallet. Step 2: Click on the expense you want to attach the memo to. You can also find incomplete expenses in Inbox > Expenses. Step 3: Scroll to Memo on the right.

Step 1: Click the Wallet icon at the bottom to get to the Expenses page. Step 2: Tap the expense you want to attach the memo to. Step 3: Scroll to the Memo section and type in your memo.

If you have push notifications enabled for card expenses, you’ll be notified when an expense comes through that needs a memo to maintain compliance. You can include the memo as follows: Note: You can only upload a memo via a push notification if you’re using an iOS operating system. Step 1: Tap the notification when it appears on your screen. Step 2: Type out the memo and tap Submit.

Account and card admins can set up auto-memo rules for card expenses and reimbursements. These rules can use either the spend limit name or the custom text from your policies, and will auto-fill memos so employees don’t have to do any manual work. To enable this, select a policy or spend limit template and navigate to Edit policy > Next > Edit documentation & review settings for card expenses or reimbursements.

When you transact with your Brex card, your Brex dashboard will generate a handful of potential memos that you can choose to add to the expense. Step 1: Go to Wallet and click on the expense you want to add the memo to. Alternatively, you can go to Inbox > Expenses and click on an expense. Step 2: Under Memo, review Suggestions. If a suggestion looks accurate, select it. If none suit your needs, add a memo manually using the instructions above.

If you’re already attaching a receipt to an expense via email, you can include the memo to be added in the same email. To do so, type “memo:” somewhere in your email body. Then type out your memo text. For example, if you want your memo to read “Coffee with client” type out “memo: Coffee with client.”

Step 1: Account and card admins can add or edit memos of other users’ expenses in Expenses. Personal expenses can also be edited in Wallet. Step 2: Check the box to the left of all the expenses you want to add a memo to. Step 3: Click the pencil icon at the bottom of the page. Step 4: In the details pane under Memo, type in your desired memo. Step 5: Click Edit [#] expenses.

Step 1: Go to Expenses. Step 2: Click on the expense you want to edit the memo for. Step 3: In the details pane, change the memo by clicking on the text box and typing in the new memo. It will automatically save and show a checkmark.

Step 1: Click the Wallet icon at the bottom to get to the Expenses page. Step 2: Tap the expense you want to edit the memo of. Step 3: Scroll to the Memo section and update the memo.