Approval chains

You can set different approval rules through your expense policy for many of the actions your team will take on Brex. From card expenses to reimbursement requests to bill payments, there are plenty of needs for manager approval.

However, sometimes you need more than a single individual signing off. This is an approval chain — a string of individuals that need to approve something in your Brex account before it can be accepted. This is useful if you need multiple sets of eyes on something, or if you want to be sure a manager approves before sending the request on to an admin.

This article explains how to set up approvers and view requests.

Approval chain rules

Brex Essentials You can have one approver per approval chain for reimbursements and card expenses. You can have up to two approvers in your bill pay approval chain, based on expense amount.

Brex Plus You can customize your policy’s Documentation & review settings to have two or more approvers in your chain, based on expense amount.

Brex Essentials Set approver

Step 1: Click your name in the top right and go to Company settings.

Step 2: Click Expenses > Policy > Manage.

Step 3: Click Edit next to the specific feature you want to update.

• For card expenses: Card expenses > Reviewers > When spend is out of policy notify > select the correct approver.

• For reimbursements: Reimbursements > Approvers > When spend is out of policy notify > select the correct approver.

• For bill pay: Bill pay > Approvers > Request approval from > select the correct approver.

Brex Plus Set approver

Step 1: In your dashboard, go to Budgets.

Step 2: Click the gear icon in the top right and choose Templates.

Step 3: Click on your desired template and go to Expense policy > Edit. This will bring you to the Template details page, where you can make additional adjustments as needed. When complete, click Next.

Step 4: Click Edit next to the specific feature you want to update.

• For card expenses: Card expenses > Reviewers > When spend is out of policy notify > select the correct approver.

• For reimbursements: Reimbursements > Approvers > When spend is out of policy notify > select the correct approver.

For bill pay: Bill pay > Approvers > Request approval from > select the correct approver.

View approver

Of a card expense

Some transactions, depending on the policy, will need to be approved. Your account or card admin can act as the final approver, but they can also create a chain of approvals by designating a mid-level approver. If you need to reach out to them to discuss the transaction, you can follow the steps below to determine who the approver is.

Step 1: In your dashboard, account and card admins can find the approver of any team member’s card expense in Expenses. You can find the approver for a personal expense in Wallet.

Step 2: Click on the specific expense and check the name under Approvals.

Note: If there’s a checkmark next to the expense, that person has already approved it. If there’s no checkmark, the transaction is still pending approval.

Outstanding approval requests

If you have any outstanding requests assigned to you that need approval, you can find them in your dashboard’s Inbox page. Here, click Requests to view a list of any items waiting for your action.

Account and card admins can view requests across your organization from either the Expenses, Reimbursements or Budgets tab, depending on the request type.