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How do I add a memo to a transaction?

You can add a memo to a transaction in both the Brex Dashboard or Mobile app. Memos will be exported to QuickBooks, Xero, NetSuite or Expensify as long as it has been added to a transaction prior to exporting. Please reference the relevant section below.


Option 1 - via the Brex Dashboard


Step 1: Click on Your Transactions (if an Admin) or Transactions (if a Regular user) on the left-hand menu bar of the Brex dashboard

Step 2: Find the transaction you are looking to add a memo to and click on it

Step 3: Under Add Memo, start typing your memo; it will save automatically and show a checkmark



Option 2 - via the Brex Mobile App


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