All Brex users, whether you’re an admin or an employee, will see an Inbox section in both the dashboard and Brex app. You’ll be able to clearly view, prioritize, and address critical tasks, requests, and necessary account-related actions so that your business operations can run smoothly.
We want to make sure you have the tools you need to manage your spend no matter where you are in the world. Brex itself operates in the Pacific Time Zone (PT), and budgets created on your account will default to PT too.
Reimbursement-only users are a type of employee role that can submit reimbursement requests but do not have access to corporate cards. Invite a single user To invite a single reimbursement-only user to your Brex account, an account or card admin can follow these steps.
If you have a co-owner of your business, we can note this on your account to help us keep your business information up-to-date. To add a new business owner to your account, please follow the steps below.
Welcome to Brex! Congratulations on beginning your company’s spend management journey with us. The following will serve as a guide to help you set up your company account, and help subsequent team members you invite to set up their individual user accounts.
Dark mode can now be enabled in both the Brex dashboard and mobile app. Dashboard Step 1: Click your company name at the top right of your dashboard and select Settings. Step 2: Under the Personal tab, Dark mode will be the option at the very bottom of the page.
Brex reports to Experian, Dun & Bradstreet, and Equifax on a monthly basis. These agencies use your Brex payment data to help determine your credit score–we are not involved in this calculation. For more details on how your information is processed, please reach out to your preferred credit bureau.
We’re sorry to see you go! Once your account has been closed, here is what you can expect in regards to your Brex business account, accrued rewards, and overall account data.
Account admins can change an existing user between a corporate card-holding role and a reimbursement-only (non-card) role at any time from within the Brex dashboard. Reimbursement-only roles are suited for employees who can submit reimbursement and vendor card requests but won’t be able to hold corporate cards.
If a new user hasn’t accepted their invitation to create a Brex account, admins will still have the option to mark them as uninvited by following these steps. Account admins can revoke an invitation for any user role type.
With Pro Access, bookkeepers can sign in and access client accounts under one login. There’s no limit to the number of client accounts that can be added. Note: Bookkeepers only have read-only access to their clients’ Brex accounts.
In late 2022, California enacted laws requiring that business-to-business commercial finance providers offer rate and fee disclosures to customers based in California. This includes disclosure of a transaction’s annual percentage rate, amount financed, finance charges, payment methods, and repayment terms, including prepayment policies.
New York law requires that we ask if a business applicant is a minority-owned business or a women-owned business. New York law also requires us to ask business applicants for their principal owners’ ethnicity and race. Applicants aren’t required to provide this information, but are encouraged to do so.
WhatsApp is a messaging tool that allows customers all over the world to access messages with a data signal instead of a cellular network. Because Brex works globally, we’re offering WhatsApp capabilities so that international teams can easily manage expenses wherever they may be.
Micro-deposits are small transactions used to verify account ownership and connection stability when linking bank accounts to platforms like Brex. In some cases, micro-deposits may fail if the receiving institution doesn't recognize Brex and blocks the payment as a security measure.
Roles available Account admin Note: This role type is only available for accounts with a Brex business account enabled. As an account admin, you’ll have complete access to your company’s Brex business account and overall account settings.
Your primary representative is your direct point of contact at Brex, who you can reach out to at any time with account related questions. Your representative is there to support you over the lifespan of your account, and will help customize your Brex experience to meet your individual business needs.
If your team's admin has created a new user account for you, you'll receive an email with the subject line: [Action Required] Welcome to Brex! Your corporate card is waiting, which will include a button that says Create account.
If you have different departments in your organization, you can add those same departments into your Brex account for grouping purposes. This makes it easy to focus on expenses that fall under a certain department or narrow down search results to only employees within the department.
Account and card admins can create, edit, and delete locations by following the steps below. Step 1: Click Team on the left side of your Brex dashboard, and then click Locations. Step 2: Click Add Location on the upper right side. Step 3: Assign a name and description.
We are standing by to help and listen. Please reach out with any questions or feedback! Customer support: Chat with us 24/7 from your Brex dashboard. Sales: sales@brex.com Rewards:rewards@brex.com Press: press@brex.com Careers: careers@brex.com General inquiries: contact@brex.com
You can sign into your Brex account from brex.com by clicking Sign in. If you face any trouble while doing this, please follow the steps below depending on your issue. Forgot password If you forgot your password, enter your email address associated with your Brex account on this page.
Brex business account To close your Brex business account, please follow these steps: Note: If you have multiple Brex business accounts, please read How do I close one or more Brex business account?. Step 1: Click your company's name at the top right of your dashboard and select Settings.
Account admins can update a user to any role type. Card admins can update other users to card admins, employees, and bookkeepers (if you don’t have a Brex business account). This is done by following the steps below.
We want your card to get to the right place! Incorrectly formatted addresses are one of the top reasons for undelivered physical cards. Please review the suggestions below for suggestions on how to enter your address.
To update the phone number associated with your Brex account, please follow the steps below. Step 1: Click your company's name at the top right of your dashboard and select Settings. Step 2: Under the Personal tab, you'll see Phone number.
Our goal is to help businesses grow and develop, which is why we currently require incorporation for Brex accounts and don’t provide cash management for personal use. We may expand our scope in the future but at the moment, we’re focused on all-in-one finance for businesses.
Aside from your legal business name, we allow companies to associate one or more Doing Business As (DBA) names with their Brex account. If you have a Brex business account, you can then deposit checks into your account made out to any DBA name we have on file.
Company name Depending on whether you want to update your company’s legal name, Doing Business As (DBA) name, or both, we’ll require the following: Legal name: Articles of Amendment documentation (Certificate of Name Change or Amendment to the Articles of Incorporation) (If your company’s EIN has changed) An IRS letter…
After an employee leaves your company, it's important to offboard them within your Brex account to keep your budgets, approval flows, or other spend management procedures running smoothly. Upon deactivating any number of users that are reviewers of card expenses / reimbursement approval chains, you’ll see an alert at the…
The permissions any given team member has on your account are determined by their role type. You can find a summary of the actions each role type has permission for in this help article.
Following the news regarding First Republic Bank, we’re doing everything we can to help those impacted by these events — Brex customers or otherwise. Here are some of the ways we’re supporting our First Republic Bank customers here at Brex: Safety of funds The safety of our customers’ funds is…
You can add a user with the bookkeeper role, which will give them the ability to see and export your transaction history on both the card and Brex business account. A user with the bookkeeper role will not be able to send money out of the Brex business account.
If you're unable to add a user, you will see this error message: "We weren't able to invite [name]. Please contact support@brex.com for assistance." This means the email is already associated with a different Brex account. You can resolve this by choosing one of the following options.
Currently, the only way to update the email address associated with your Brex account is to contact our support team. Send an email address update request to Brex Support via live chat so that we can update your account details.
If you're signed in To reset your password when you can't access your Brex account, please click here to request a reset link. To reset your password from your Brex dashboard, please follow the steps below.
We’re currently developing more robust tools for easily tracking and visualizing your account spend. In the meantime, please refer to the following steps to estimate your company spend in this statement cycle. Step 1: Click to the Card tab in your Brex dashboard, then go to Transactions.
Brex business account admins can deactivate or reactivate users of any role type, while card admins can deactivate/reactivate bookkeepers (provided you don’t have a Brex business account), employees, or card admins.
Your user limit is the amount that you're able to spend as an individual on a monthly basis. It will reset on the first of every month and is independent of your company's credit limit and spending as a whole.
Setting limits for individual users can help you manage your company's spend. By default, new users' credit limits will be $0. A Brex admin can increase their limit by following the steps below. Step 1: Click Team on the left side of your Brex dashboard.
The chat function is only accessible through your Brex dashboard under Support. You can also chat with our support team through the link at the bottom of every help article, after logging into your Brex account.
Brex account admins can invite new users as any role type, while card admins can invite users as bookkeepers (in the case that you don’t have a Brex business account), employees, or card admins. Once you’ve invited a user, they’ll receive an email inviting them to your Brex account.
The Early access tab–located in the Brex dropdown menu at the top-right of your Brex dashboard–in your Brex dashboard is where we’ll list any features that are currently in development. If any of them sound interesting to you, click Get updates to be notified if the feature is implemented.
If you need to have multiple Brex accounts, but only have one email address, you will need to use an email alias. If you use Gmail or Outlook, you're able to have a second invitation sent to the same email address by adding a plus sign (+) and an additional…
Brex business accounts If you have a Brex business account, your primary account admin will be emailed a 1099-DIV form at the beginning of the calendar year–by mid-February at the latest, in time for tax season.
Brex’s Human Resource Information System (HRIS) integration helps to manage your Brex users from within your HRIS rather than from within the Brex dashboard. Follow steps in How do I connect my HRIS to Brex?
Brex email and password When signing into either your Brex dashboard on the web or the Brex app on mobile, you have the option to manually enter the email address and password associated with your Brex account.
Brex business account Brex does not charge any transaction fees when sending standard domestic wires, international wires, ACHs, or checks via your Brex business account. Note: Fees for Brex business account-funded bill payments are addressed separately. For more information, skip to the Brex bill payments section below.
General Amount: Filter for expenses of a certain amount Input only a min value for “greater than.” Input only a max value for “less than.” Input both a min and max value to specify a range.
While Brex isn’t a credit agency, we typically provide payment performance details for Brex accounts to credit reporting agencies. When customers pay on time, sharing this data may increase their chances of building credit.
Under Reports in the Brex dashboard, account and card admins will find a variety of tools to help automate processes, increase visibility, and otherwise provide a holistic view of your entire account. Spend reporting Spend reports compile card expense and reimbursement details with more specific categorization and visual representation.
When Brex introduced its software platform, Empower, we made the decision to focus our service on startups and scaled companies. We realized we couldn’t successfully serve companies of all sizes at the same time. Unfortunately, this means some of our Brex customers’ accounts will be closed.
Brex offers you many tools to add and manage team members to your account. This starts with the different options you have to invite any number of users, ranging from a single employee to an entire team.
Account copilots (delegates) are users that are granted the ability to perform actions on another user’s (delegator’s) behalf. Some of these actions include: Adding receipts, memos, and comments to a user’s expenses.
How Brex appears Each credit agency displays information differently, so Brex payments may be listed under “Brex,” “Business/Financial Services,” or similar terms. The agencies also determine what information is required from Brex to report credit.