Approval chains →
You can set different approval rules through your expense policy for many of the actions your team will take using Brex. From card expenses to reimbursement requests to bill payments, there are plenty of needs for approval.
Expense management
Expense policies →
An expense policy is a set of guidelines and rules established by a company to manage and control employee spending. It helps ensure that expenses are legitimate, reasonable, and compliant with company policies.
Managing vendors →
For vendors that you regularly send payments to, you can add them into a virtual address book in your Brex account. By saving a vendor to your account, we’ll store basic details about them— such as their company name or bank details.
Expense filters →
Below are all the filter options you can use in your dashboard’s Expenses or Wallet page. Note: Depending on your user type and the Brex products you use, some of these filters may not appear.
Reporting for your Brex account →
It’s important to keep up to date on your team’s usage of Brex. Under Reports in your Brex dashboard, you can see a snapshot of purchases, reimbursement requests, and policy compliance.
Setting documentation submission deadlines →
To ensure timely completion of expenses, you can set deadlines for employees to add documentation and managers to review expenses or reimbursement requests.
Spend insight →
Spend alerts, now known as spend insights, help save time for account and card admins by targeting what sort of spend they’re asked to review.
Monitor your spend →
You can monitor your company’s spend and money movement, which includes seeing how much of your monthly limit you’ve spent, the amount you’ve paid out in reimbursements, your month-over-month Brex business account balance, and the estimated total of your connected external accounts.
Compliance rating →
When creating budgets for your team, you can set certain parameters for the spending that occurs within those budgets, like requiring specific documentation for a transaction.