Receipts for expenses →
Brex makes it easy to track receipts with automated receipt-matching technology. Most receipts are auto-generated and attached to your expense. You can also manually add receipts.
Expenses
Disputing a transaction →
A dispute is a petition to the card network arguing that you shouldn’t be responsible for a payment. You can dispute charges that were either made fraudulently, or in situations where a merchant hasn’t rendered goods/services.
Managing your expenses →
Each Brex card transaction generates an expense entry within your Brex account, providing you with detailed insights into your spending habits, including the timing, the person responsible, and the vendor details.
Expense categories →
To add clarity to card expenses, they’ll be assigned a merchant category — one of 48 different business categorizations reflective of the vendor’s industry.
Brex merchant categories →
Here’s a complete list of the merchant categories that Brex uses. These merchant category code (MCC) controls can be used to block or allow (pre-authorization rules) spend through category and merchant controls at the expense policy or spend limit level.
Declines and failed expenses →
By understanding the types of expenses that are permissible on your Brex card, you can effectively plan your company's future expenditures. Additionally, adopting a proactive approach can help prevent potential declines, ensuring smooth and uninterrupted transactions for your business.
Memos for expenses →
You can type out a memo to use as a reminder for yourself once it comes time to close your books, or have your team fill out memos to keep track of why any given expense was made.
Meal expenses →
To help provide context to the expense, we have a List attendees feature that, when set up, will prompt the spender to submit additional information for transactions in the Meals category.
Brex Assistant →
Brex Assistant is an AI-powered personal assistant that makes it easier and faster for employees to complete time-consuming expense management tasks.
Value-Added Tax (VAT) →
For better transaction organization purposes, account admins, card admins, and bookkeepers can enable the separate tracking of Value-Added Tax (VAT) on transactions, and have that information exported to your ERP or via universal CSV. Please reach out to Brex Support to get started.
Flagged expenses →
Guided reviews leverage Brex AI and allow account admins and card admins to easily find expenses that should have a closer inspection before approving. These expenses will be flagged in both your dashboard's Expenses page and Tasks > Expenses. A flagged expense doesn’t automatically mean the expense should be denied, or that the employee was acting maliciously. It simply indicates that a closer review is recommended. Expenses are flagged with the following icon in the expenses table. When you click on the transaction, you’ll see a banner explaining why the expense was flagged.