BrexPay for Navan
Overview
Our partnership with Navan combines Brex's payment solutions with Navan's travel and expense management capabilities. With BrexPay for Navan, we automatically create a new virtual card for every booking, reconciling your end of month travel report against your card statement with 100% accuracy. Every swipe will be properly allocated to an employee, trip, and other custom metadata that used to organize the expense in accounting.
About Navan
The Navan platform helps companies manage travel and travel-related expenses by helping you book trips, change flights, and track expenses. Learn more at navan.com.
Getting Started
Depending on whether or not you already have a Brex account, our team can help you get started with BrexPay for Navan. Please refer to this page to sign up, and one of our account representatives will be in touch.
Adding Brex as a Payment Method
After initial setup, you will be able to add Brex as a payment method in Navan by going to your Navan dashboard and clicking Admin > Travel Admin > Settings > Payments > Add Travel Method > Connect Card. Choose Brex as your card program and which departments or entities have Brex available to them. Click Prioritize this card to ensure employees are only booking on Brex. After this configuration, your employees will see Brex as their payment method when booking travel.
Statements
With this partnership, you can use Brex’s global corporate card program to centrally pay for all your bookings through Navan. When your employee makes a booking in Navan, it will immediately impact your Brex credit limit. Once the transaction clears, it'll post to the appropriate entity’s statement in Accounts > Credit.
Note: Pending transactions do not appear on your billing statement.
Transactions made during your existing workflows will still appear in your Wallet, and you'll continue to pay your statement via your Brex dashboard. To learn how to pay statements through Brex, please refer to this article.
Reconciliation
At the end of each month, you can go to Admin > Expense Admin > Statements > Connect Report to download a Navan connect report that includes reconciliation data. When downloading the report, use the same date range as your Brex statement period. Your Brex Statement will include all transactions made with Navan. To filter for only Navan Travel transactions, set the User to Navan Travel and download the results. This report will 100% reconcile with your Navan Connect Report.
Entities
If you have multiple entities set up with Navan, they'll be mapped to your Brex entities. Transactions will post to the correct Brex entity statement based on the user’s entity in Navan. You can bill in local currency in 50+ countries and 30+ currencies, reducing your use of FX. Our team can help you set up multi-entity billing to establish individual statements or to pay your bill back in local currency.