Brex | Onboarding guide for Brex Cash with daily payments

Onboarding guide for Brex Cash with daily payments

Welcome to Brex Cash

Congratulations on getting your Brex Cash account and card with daily payments. As an account admin, you have access to a cash management account as well as a credit card with a daily servicing policy. This will earn you best-in-class rewards and build your business credit score as you spend.

Cash management account

Brex Cash functions like a bank account–but without the fees, limits, or wait times. You can deposit, invest, and track your funds, as well as send and receive unlimited zero-fee payments via ACH, wire, and check. Your account and routing numbers can be linked to your payroll, expense management, and invoicing providers. Learn more about integrations.

All of these features are provided in one intuitive dashboard with a world-class customer support team ready to help via phone, chat, or email.

Credit card with daily payments

Your credit limit will be up to 100% of the balance in your Brex Cash account, and any outstanding balance will be deducted at the end of each day. It functions similarly to a debit card while carrying the key benefits of a credit card, like earning rewards points and building credit. We report your repayments to Experian, Dun & Bradstreet, and Equifax every 30 days. Find more details in What are the benefits of making daily payments?.

Expense management

Your Brex account includes free and powerful expense management software that allows you to control company spend effortlessly. You can create custom expense policies by department and employee, get notified for out-of-policy spend, and even integrate your Brex account with other tools like Quickbooks, Netsuite, and more.

Getting started

Step 1: Fund your Brex Cash account

This can be done in 2 ways:

  1. Initiate an ACH or wire transfer from your other accounts.
  2. Send funds from your financial institution via their website, using your Brex Cash account and routing number.

For the full instructions on both of these processes, please see How do I add funds to my Brex Cash account?.

Note: After you’ve started using your account, you’ll eventually be able to add funds by depositing checks as well.

Step 2: Request a physical card

You should have been given the option to order a physical Brex MasterCard from your Brex dashboard. If you weren’t prompted to do so, you can issue yourself a physical card by following steps in How do I request a physical Brex card?. Your card can be shipped anywhere within the United States and will arrive in 5-7 business days. Once it arrives, follow instructions in How do I activate my card? to start spending!

Step 3: Invite a bookkeeper or admin

Account admins have a full view of both card and Brex Cash transactions. They can set up integrations and invite new AP clerks, and are the only role type that can initiate payments on Brex Cash.

Bookkeepers act similar to a read-only user. They are not able to initiate payments, but can still see all transactions in the account and manage any integrations. This role type is useful for external accountants.

To invite a new admin or bookkeeper, navigate to Team and click Invite user on the right.

Step 4: Make your first payment

Once you’ve successfully transferred funds into your account, you’ll see your available balance update at the top of the Transactions page. To make an ACH, wire, or check payment, select Send payment.

Follow the prompts to input your recipient’s information, select a payment method, and provide any additional information that is required. You’ll also see an estimated completion date for the transfer depending on which payment method is used.

Step 5: Connect your payroll

You can connect your company payroll service to Brex using your account and routing numbers found on the Transactions page under Account details.

For detailed instructions for each provider, please read How do I connect my payroll to Brex Cash?.

Dashboard permissions

Brex account admins have full permissions and can:

Support

Search our Help Center for solutions to our most common questionsYou are also welcome to contact our live support team via your dashboard and we’ll be happy to help. Our hours are 5am to 8pm PT, 7 days per week, and you can reach us via chat, email, and phone.

Helpful Links



Was this article helpful?

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

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Onboarding guide for Brex Cash with daily payments

Welcome to Brex Cash

Congratulations on getting your Brex Cash account and card with daily payments. As an account admin, you have access to a cash management account as well as a credit card with a daily servicing policy. This will earn you best-in-class rewards and build your business credit score as you spend.

Cash management account

Brex Cash functions like a bank account–but without the fees, limits, or wait times. You can deposit, invest, and track your funds, as well as send and receive unlimited zero-fee payments via ACH, wire, and check. Your account and routing numbers can be linked to your payroll, expense management, and invoicing providers. Learn more about integrations.

All of these features are provided in one intuitive dashboard with a world-class customer support team ready to help via phone, chat, or email.

Credit card with daily payments

Your credit limit will be up to 100% of the balance in your Brex Cash account, and any outstanding balance will be deducted at the end of each day. It functions similarly to a debit card while carrying the key benefits of a credit card, like earning rewards points and building credit. We report your repayments to Experian, Dun & Bradstreet, and Equifax every 30 days. Find more details in What are the benefits of making daily payments?.

Expense management

Your Brex account includes free and powerful expense management software that allows you to control company spend effortlessly. You can create custom expense policies by department and employee, get notified for out-of-policy spend, and even integrate your Brex account with other tools like Quickbooks, Netsuite, and more.

Getting started

Step 1: Fund your Brex Cash account

This can be done in 2 ways:

  1. Initiate an ACH or wire transfer from your other accounts.
  2. Send funds from your financial institution via their website, using your Brex Cash account and routing number.

For the full instructions on both of these processes, please see How do I add funds to my Brex Cash account?.

Note: After you’ve started using your account, you’ll eventually be able to add funds by depositing checks as well.

Step 2: Request a physical card

You should have been given the option to order a physical Brex MasterCard from your Brex dashboard. If you weren’t prompted to do so, you can issue yourself a physical card by following steps in How do I request a physical Brex card?. Your card can be shipped anywhere within the United States and will arrive in 5-7 business days. Once it arrives, follow instructions in How do I activate my card? to start spending!

Step 3: Invite a bookkeeper or admin

Account admins have a full view of both card and Brex Cash transactions. They can set up integrations and invite new AP clerks, and are the only role type that can initiate payments on Brex Cash.

Bookkeepers act similar to a read-only user. They are not able to initiate payments, but can still see all transactions in the account and manage any integrations. This role type is useful for external accountants.

To invite a new admin or bookkeeper, navigate to Team and click Invite user on the right.

Step 4: Make your first payment

Once you’ve successfully transferred funds into your account, you’ll see your available balance update at the top of the Transactions page. To make an ACH, wire, or check payment, select Send payment.

Follow the prompts to input your recipient’s information, select a payment method, and provide any additional information that is required. You’ll also see an estimated completion date for the transfer depending on which payment method is used.

Step 5: Connect your payroll

You can connect your company payroll service to Brex using your account and routing numbers found on the Transactions page under Account details.

For detailed instructions for each provider, please read How do I connect my payroll to Brex Cash?.

Dashboard permissions

Brex account admins have full permissions and can:

Support

Search our Help Center for solutions to our most common questionsYou are also welcome to contact our live support team via your dashboard and we’ll be happy to help. Our hours are 5am to 8pm PT, 7 days per week, and you can reach us via chat, email, and phone.

Helpful Links



Was this article helpful?

|

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

Chat with us->

Onboarding guide for Brex Cash with daily payments

Welcome to Brex Cash

Congratulations on getting your Brex Cash account and card with daily payments. As an account admin, you have access to a cash management account as well as a credit card with a daily servicing policy. This will earn you best-in-class rewards and build your business credit score as you spend.

Cash management account

Brex Cash functions like a bank account–but without the fees, limits, or wait times. You can deposit, invest, and track your funds, as well as send and receive unlimited zero-fee payments via ACH, wire, and check. Your account and routing numbers can be linked to your payroll, expense management, and invoicing providers. Learn more about integrations.

All of these features are provided in one intuitive dashboard with a world-class customer support team ready to help via phone, chat, or email.

Credit card with daily payments

Your credit limit will be up to 100% of the balance in your Brex Cash account, and any outstanding balance will be deducted at the end of each day. It functions similarly to a debit card while carrying the key benefits of a credit card, like earning rewards points and building credit. We report your repayments to Experian, Dun & Bradstreet, and Equifax every 30 days. Find more details in What are the benefits of making daily payments?.

Expense management

Your Brex account includes free and powerful expense management software that allows you to control company spend effortlessly. You can create custom expense policies by department and employee, get notified for out-of-policy spend, and even integrate your Brex account with other tools like Quickbooks, Netsuite, and more.

Getting started

Step 1: Fund your Brex Cash account

This can be done in 2 ways:

  1. Initiate an ACH or wire transfer from your other accounts.
  2. Send funds from your financial institution via their website, using your Brex Cash account and routing number.

For the full instructions on both of these processes, please see How do I add funds to my Brex Cash account?.

Note: After you’ve started using your account, you’ll eventually be able to add funds by depositing checks as well.

Step 2: Request a physical card

You should have been given the option to order a physical Brex MasterCard from your Brex dashboard. If you weren’t prompted to do so, you can issue yourself a physical card by following steps in How do I request a physical Brex card?. Your card can be shipped anywhere within the United States and will arrive in 5-7 business days. Once it arrives, follow instructions in How do I activate my card? to start spending!

Step 3: Invite a bookkeeper or admin

Account admins have a full view of both card and Brex Cash transactions. They can set up integrations and invite new AP clerks, and are the only role type that can initiate payments on Brex Cash.

Bookkeepers act similar to a read-only user. They are not able to initiate payments, but can still see all transactions in the account and manage any integrations. This role type is useful for external accountants.

To invite a new admin or bookkeeper, navigate to Team and click Invite user on the right.

Step 4: Make your first payment

Once you’ve successfully transferred funds into your account, you’ll see your available balance update at the top of the Transactions page. To make an ACH, wire, or check payment, select Send payment.

Follow the prompts to input your recipient’s information, select a payment method, and provide any additional information that is required. You’ll also see an estimated completion date for the transfer depending on which payment method is used.

Step 5: Connect your payroll

You can connect your company payroll service to Brex using your account and routing numbers found on the Transactions page under Account details.

For detailed instructions for each provider, please read How do I connect my payroll to Brex Cash?.

Dashboard permissions

Brex account admins have full permissions and can:

Support

Search our Help Center for solutions to our most common questionsYou are also welcome to contact our live support team via your dashboard and we’ll be happy to help. Our hours are 5am to 8pm PT, 7 days per week, and you can reach us via chat, email, and phone.

Helpful Links



Was this article helpful?

|

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

Chat with us->