How the Home page works

OverviewCredit balanceAccount balanceCompany metrics

Overview

New for Spring

The Home page in your dashboard summarizes important account information for account and card admins, customized based on the Brex products you use. Here are some examples of what you can do on this page:

  • View and manage your credit limit and account balance
  • View and redeem your rewards points
  • View recent account activity and card expenses at a glance
  • Access common shortcuts from the Home page, such as sending money, adding funds to your account, paying a bill, issuing a card or inviting a user.
  • Deep dive into your account health metrics to understand policy compliance and more
  • Customize the page to your needs

Editing the home page

To edit the home page, click Customize in the top right. You can turn Metrics or Recent account transactions on or off.

Credit balance

Your credit balance is the amount that you owe when your next statement is due. We’ll list your available balance and autopay date here.

You can go to Credit balance > Manage credit limit to see which connected accounts are used for underwriting, to manage early pay settings, and to upload statements.

Account balance

If you have a Brex business account, you can view your balance across different account types here. You can also switch to the cash flow tab to view a summary of your cash in and cash out over the past few months

Company metrics

If you have policy rules set up, you can also generate statistics from a certain period of time from the Home page—either the last 30 days, last month, last quarter, or last 6 months. These statistics summarize how you’ve used your Brex account to control spend, save time, and earn more.

Note: This page doesn’t allow you to customize your date range or download a report, you can click on any of the 3 pillars to view more information on how your metrics are calculated. We’ll also show you tips on how to improve them.

Monitor spend controls

The following controls help you see how you’ve controlled spend, which includes compliance with required documentation, reviews, and approvals.

  • Spend in policy: The percentage of transactions that align with the rules of their respective policy
  • Expenses missing documentation: The percentage & total dollar amount of employee transactions missing key details—like memos, receipts, attendees, expense types, or VAT—and employees with incomplete expense documentation
    • Clicking an employee’s name shows you which transactions are missing the required information
  • Expenses missing review: The percentage & total dollar amount of employee transactions that still require review / approval and employees whose transactions are pending reviews
    • Clicking on an employee’s name shows you the specific transactions awaiting review.
  • Average time to compliance: The average time it takes for an expense to reach compliance, factoring in the submission and review processes

Automate your workflows

Here you can see how much work you’re automating with memos & receipts, reviews & approvals, invoices, and accounting

  • Time spent: The total hours employees spend submitting documentation, reviewing expenses, and closing the books
  • Submitting documentation: The average time it takes for an employee to submit documentation for expenses
  • Reviewing expenses: The average time it takes for an employee to review expenses.
  • Expenses requiring manual preparation: Any expenses that you still need to manually prepare

Optimize your earnings

Track how you’re maximizing your dollars, including yield, your credit limit, fees avoided, and rewards on cards and invoice.

  • Money earned: The total amount earned from yield, savings on fees and software, and rewards
  • Yield on cash:
  • Savings on fees and software: Your total savings on ACH fees, wire fees, and fees from legacy expense management products—plus savings from FX fees and additional ACH fees
  • Rewards on card and invoice: Your rewards earned from both card transactions and invoices
    • Calculated using the minimum value of your reward points, though they could be worth more depending on how you redeem them
  • Credit limit: Your credit limit, as determined by the cash balances connected to your account
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