Supported file types

XML and CFDI

You can upload and store XML files so that your employees located in many Latin American countries can meet local tax authority requirements. Employees located in other countries can also attach these files to an expense, even if it isn’t required for local tax authority purposes.

How to upload

Users can upload XML files in either the Brex dashboard or app. To upload an XML or CFDI file to a card expense,

1. Select a specific expense and upload the file in the Receipts section of the details window. You can also forward the file.
2. Go to Wallet or Expenses and click Add card receipts.

To upload an XML or CFDI file to a reimbursement:

1. Upload the .xml file on the first screen of the request reimbursement flow where you are prompted to upload receipt files or forward the XML file to reimbursements@brex.com.

You can also attach other file types (.img, .pdf, .jpeg, etc) alongside .xml files to the same expense. All files that you attach to an expense will automatically be saved in case you need to download them at a later point. Note: If the file fits Mexico’s data schema, we’ll automatically complete the following:

• Card expenses: We’ll validate the merchant name, date, and amount against the card transaction.
• Reimbursement requests: We’ll extract and populate the merchant name, date, and amount on the reimbursement request.
• We won’t automatically validate the XML file with local tax authorities (e.g., SAT for Mexico)