Setting up scheduled and recurring deposits on Brex Cash


Admins can choose to send deposits immediately or have them begin processing at a later date. Deposits can repeat on a monthly, weekly, or custom schedule.

Setup in the dashboard

Step 1: On the Transactions page under the Cash tab, click Add funds and select Bank transfer.

Step 2: Select the account you'd like to transfer funds from and click Next.

Note: If this is your first time depositing funds, you'll need to connect the desired account prior to transferring.

Step 3: Enter the amount you'd like to transfer and the date you want the transfer to begin processing.

If this is a one-time deposit, select Review to confirm the payment details and complete the transfer. To repeat this deposit, continue to Step 4.

Step 4: Select Repeat this deposit.

Step 5: Choose how often you'd like the deposit to recur and set an end date.

Step 6: Review the recurring deposit details and click Add funds to complete.

Setup in the app

Step 1: From your homescreen, tap Transfer and choose your desired payment method.

Step 2: Select a Cash account to use for the payment under From.

Step 3: Choose an existing recipient and tap Continue, or tap Add new recipient.

Step 4: If adding a new recipient, enter their sending information throughout the next several screens.

Step 5: Enter the payment amount.

Step 6: Choose the date for the initial transfer.

Step 7: From the dropdown menu, choose how often you’d like this payment to repeat. If you select Custom, you’ll be asked to customize how often the payment repeats, what day it repeats on, and when the repeating payment ends.

Step 8: Press Send.


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