Moving vendor spend to Brex cards

Overview

Creating a dedicated card for each of your vendors is one of the easiest ways to control spending and simplify card management, because it lets you set granular spend controls on a per-vendor basis and manage each of their controls independently. For example, if you need to to lock or replace one of your cards, it only impacts spend with one vendor, while you can continue to spend with all your other vendors as normal. Whether you’re a new Brex applicant or an existing customer, our team can help you transition your vendor spend to our platform and set up dedicated cards for each one. Here’s a one-minute tutorial:

Add vendors

Step 1: Go to Cards and Limits > Migrate spend to Brex. Step 2: Under Add vendors, click Upload card statement and choose a file or Manually select vendors to manually select vendors. We’ll assess your uploaded statement to determine which vendors can put Brex cards on file for recurring payments. To transition vendor spend from another platform to Brex, upload a card statement from non-Brex platforms. If you already have your vendors established in your Brex account, but want to assign a dedicated vendor card to each, upload a Brex card statement.

Create dedicated cards and update details

Once you’ve added your vendors and Brex determines which vendors can put Brex cards on file for recurring payments, admins can create and apply a dedicated card to each vendor by clicking Create card. You can also assign an existing card by selecting the corresponding cardholder and spend limit. Step 1: Go to Cards and Limits and click Pay vendors by card. You’ll see an overview of all vendors added to your account, including their migration status and annual spend. Step 2: If you no longer need to migrate a vendor, click the trash icon to remove them. You can click Add vendors at the top of the page to add more vendors. Step 3: If you haven’t already, set up your account’s auto-pay and invite any users who’ll be involved in the migration of the vendor spend. Step 4: Choose a user in the cardholder cell to create a card for them and task them to save the card details with the vendor. Note: This user should have access to the vendor login details to update the payment information. The cardholder can see the card in their Wallet and will receive an email that asks them to update the vendor with the new card details. Step 5: We’ll automatically suggest a spend limit, which you can edit for that specific vendor. If you’re the cardholder, once you click Create card, we’ll create a new virtual card for that vendor. Step 6: Once the card is created, click Update Vendor to update your card information in your vendor portal. Some vendors require you to sign into your vendor portal and update your card details manually. Note: Admins can also delegate migration to another user by setting that user as the cardholder and clicking Delegate to create a card for that user. They’ll receive an email with instructions on how to update card details with the vendor. Step 7: Once completed, you can view the status in the Status column.

Maximize rewards on vendor payments

If you use ACH/wire/check to pay some of your vendors, you can reach out to a Brex account representative. We will help you identify additional opportunities to maximize your rewards by transitioning to card payments.