What options do I have for automating my limit management?

Users that have our Brex card with monthly payments can make additional manual payments prior to their statement end date to free up spending room. Or, if you’d prefer, you can also automate this process by managing your early payment rules.

Rule-based early payments lets you specify a certain percentage of your account limit which, once hit, will trigger an early payment to be made. This helps keep your used spend to a minimum, so you and your team will always have room in your credit limit for necessary purchases.

You can manage your limit utilization by setting up triggers as follows:

Step 1: In your dashboard, go to Credit > Overview.

Step 2: Click Make payment and select Set up early payments.

Step 3: From the dropdown, choose your payment account, and use the slider below to specify your utilization percentage (the amount that, when reached, will trigger an early payment). Click Review.

Note: Proceeding will disable the ability to submit manual early payments. (Any currently processing early payments will still go through.)

Step 4: Look over the early payment setup and click Confirm.

You’ve now set up parameters to manage your credit utilization. You can view the current settings in the Credit page of your dashboard under the Overview tab. You can also look under the Payments tab on the same page to view past or upcoming payments triggered by the rule.

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