Fall Release 2024

Brex has launched Fall Release 2024, bringing you a new Impact Dashboard that shows detailed metrics on how using Brex helps you make every dollar count—across spend controls, time savings, and earnings. We also added a smarter search experience, new local-currency bill pay, and 50+ great new features.

Impact Dashboard

• Impact Dashboard: Introducing a new tab called Metrics to provide users with a snapshot of insights on their usage of Brex and how they can maximize their use by adopting other additional features. Learn more about the metrics dashboard here.
  

Global bill pay

• Locally funded bill pay: You will be able to flex advantages and maximize value from our multi-entity product as we will soon support locally funded bill pay. This will be limited to some countries. This feature will be available at the end of September, for more information about locally funded bill pay, learn more here.
• Bill pay local currency wires: We will soon extend the support for local currency wires into our bill pay product. This feature will be available at the end of September, learn more information about local currency wires here.
• Bill pay polish: We are continuing to elevate our bill pay product by adding the ability to update the payment date of a scheduled bill, auto-approve recurring bills (available in October), and improving the UI for the new bill pay create form. Learn more information about this feature here.

Spend migration dashboard

• Spend migration: We are making it easier for you to migrate current credit card spend to Brex via the Account Management Surface (AMS) or the Card and Limits page. Customers will have the option of uploading their vendor information either by uploading a card statement or by selecting vendors manually. This will allow for easier spending when using Brex. Learn more about this feature here.
  

Bill pay card recommendations

• Send card to vendor via Email: Customers can choose to pay a bill by a one-time virtual card; they can now securely share the card information via our vendor portal. This feature will be early access, with general access being available in October.
  

Smart search

• Smart search: Customers will now be able to take advantage of a global search experience to navigate through their Brex Dashboard and will allow for an enhanced user experience. You will be able to find and highlight keywords and upon searching, the functionality will help you find exactly what you are looking for! For more information about our global search functionality, view the demo here and learn more here.

Cards and limits enhancements

• Cards and limits polish: Customers will now be able to filter for more options through their Cards and Limits page. These filters will extend capabilities to filter and group cards by card form, department, and the assigned limit. This feature will be available in early access, with general access in October.
• Limit groups: Allowing for a new way to easily manage and adjust multiple spend limits in bulk simultaneously. This feature will be early access, with general access being available in October. View the demo here.
  

Optional spend limits

• Optional spend limits for bills and reimbursements: Customers will now have the option to bypass selecting a spend limit when submitting a reimbursement or a bill for approval. If enabled, a default and customizable policy will be applied to the expense so that the necessary approvals happen and there is minimal friction throughout the experience. This feature will be available in early access, with general access end of September. Learn more about this functionality here.

Smart tables

• Smart tables: We previously launched smart tables across the dashboard. We are now expanding smart tables to even more of our tables in the Brex dashboard. This means that new features like, header pinning, custom field filters, saved views, and compact views are now available on the Bills, Teams, Accounting and Cards & Limits pages.

Vendor management enhancements

• Import vendors from ERP: This feature will allow customers to import vendors and link existing vendors from a customer’s ERP integration to help their seamless setup and start on Brex. This feature will be early access, with general access being available in October.
• Upgraded vendor portal: Customers can now add and request vendor submission of additional company information, including W9s, company type, and tax information. This feature will be available in early access, with general access in October.
• Merchant deduplication: With this launch, we are deduplicating card merchants in order to provide better controls. You’ll notice the top merchants are synced and consolidated.
  

Brex Embedded expansion

• New partner integrations with GEP, SAP Taulia, and HRS: Seamlessly create Brex virtual cards within your Accounts Payable, ERP, and travel platforms. Enjoy all the benefits of Brex without disrupting your current processes. Convert check, ACH, and wire payments to card payments within existing workflows, with seamless reconciliation. Learn more about this feature here.
  

Brex Assistant commenting

• Assistant commenting: When an out-of-policy expense needs additional context to be evaluated properly, Brex Assistant will ask the employee directly for more details. This will save expense reviewers tons of time and hassle when managing expenses and ensure they only review expenses with all the necessary context. View the demo here, and learn more about commenting here.

Local autopay

• Local autopay: Customers have the ability to link foreign (non-US) bank accounts for auto-debiting and paying their Brex statement. Learn more about how to add a local autopay account here.

Accounting accruals

• Accounting accruals: Customers can now prepare and export transactions as accruals, allowing them to auto-reverse on a future date. This is a common practice when transactions aren't fully approved or categorized by the time books need to close. Additionally, reimbursements can be submitted within the Accruals feature. The feature can be enabled via a new toggle on the integrations settings page. View the demo here, and learn more about this feature here.
  

Accounting enhancements

• Accounting enhancements: We introduced several updates to enhance the first-time user experience for accounting, including improvements to export validation, a new integration settings page, and improved entity mapping before export. These changes aim to address common issues and provide clearer guidance throughout the setup and export process. Learn more about it here.
• Accounting automation enhancements: Accounting automation enhances user experience by providing clear visibility into the effects of rules or suggestions before they are implemented. We've introduced a feature that allows users to preview the impact of rules, along with a list of transactions that would have been affected by these rules. This preview functionality aims to increase user confidence in creating rules, thereby encouraging more extensive use of automation without the fear of making errors. The goal is to improve the overall automation rate by providing this added layer of reassurance. Learn more about these features here.
• Dependent lists: Dependent lists are a powerful feature in Brex that allows different lists to be connected in a logical sequence to each other. These lists are particularly useful in scenarios requiring structured data entry, such as project phase tasks or complex certifications. This feature is designed to streamline workflows by ensuring that the options available in one field are directly influenced by the selection made in a previous field. Dependent lists enable administrators to configure fields in a way that guides users through a sequential process. This functionality helps to reduce errors and ensures that data is entered consistently. This feature will be early access only.

Automatic ERP field syncing

• Automatic ERP field syncing: We added a feature that ensures your Brex ERP data is refreshed daily and designed to keep ERP Fields updated automatically, reducing the need for manual updates. This feature will need to be toggled on in order to activate the auto-refresh setting and to benefit from automatic updates. Manual refresh options will remain available for those who prefer them. Learn more about ERP Field Syncing here.

Sage Integration improvements

• Sage Integration improvements: The Sage Intacct integration functionality has been improved to better the connection between Brex and the ERP system. This update addresses previous gaps and introduces new features and improvements, including automated reimbursements, repayments, and more. Learn more about the Sage Intacct integration here.
  

Brex ProAccess enhancements

• Brex ProAccess enhancements: The latest update to ProAccess introduces the ability for bookkeeping firms to prepare bills using Bill Pay on behalf of their customers. This enhancement enables firms to customize employee access to the Bill Prep feature, ensuring specific team members can manage the billing process for designated customer accounts. When ProAccess users log into Brex, they are presented with a customized portal featuring tabs for "Clients" and "Teams." The "Clients" tab displays a list of customer accounts the user can access. By selecting a customer account, the user can login and navigate the Brex dashboard in the same way they would within the standard Brex environment. Learn more about ProAccess here.

Custom rules in Essentials

• Custom rules in Essentials: Custom rules allow the auto-coding of transactions that share similar expense fields. This decreases the amount of manual categorizations customers have to make when closing books. Previously, we have only allowed the ability for Custom Rules on the Premium, Enterprise, and Smart Card packages. With the most recent upgrade, customers on our Essentials platform will be able to take advantage of custom rules with their respective ERP integrations. Learn more about custom rules here.

For any Early Access features, please reach out to your Brex Representative to sign up.

For a full list of the Fall Release '24 updates, click here.