Spend limits overview
This article refers to a feature that might not be available in your current Brex plan. If you'd like to learn more about this feature and how to unlock additional capabilities in Brex's upgraded plans, please have your account or card admin reach out to Brex Support by clicking on Support in your dashboard.
Overview
A spend limit is designed to cover and track any type of company spend, including travel, procurement, and stipends. Spend limits can be spent via physical card, virtual card, reimbursement, or bill payment. You can allow employees to request a spend limit. If the request is approved, the employee can spend using any method available to them. Your employees can have multiple spend limits assigned to them for all necessary types of spend. When creating a spend limit, account or card admins can assign their expense policy to control spend for that particular spend limit. Before making a purchase, employees can view limit policy to quickly see the rules for their spend limit, which are automatically enforced for transactions.
View spend limits and associated cards
As an employee, you can view your spend limits or switch the spend limit assigned to a card by clicking View all spend limits and cards from Wallet.
For Essentials Essentials
As a card or account admin, you can view all spend limits from the Spend Limits page. To view all cards that are associated with a spend limit, click on the spend limit to open the spend limit detail window, and click View all cards under Member cards on the right.
For Premium and Enterprise Premium Enterprise
As card or account admin, you can view top-level budgets and related spend limits on the Budgets page. You can click the down arrow to the left of the budget name to view the hierarchy of nested budgets and spend limits. To view all cards that are associated with a spend limit go to Cards and Limits.
Spend limit members and owners
For Essentials Essentials
Spend limit members are the users who are added to spend on a spend limit.
For Premium and Enterprise Premium Enterprise
Spend limit members are the users who are added to spend on a spend limit.
A spend limit owner is the individual who is designated to approve incoming requests from members regarding their spend limit.
Note: If the spend limit owner would like to spend using the spend limit, they also must be added as a spend limit member.
Spend limit templates
Depending on what you need to use a specific spend limit for, there are a number of different presets that you can use. Once you’re familiar with how spend limits are set up and are ready to create one for yourself, read this help article.