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 if the memo was added prior to exporting. Please reference the relevant section below.
Add a memo via the Brex dashboard
Step 1: Click Transactions under the Card tab on the left side of your Brex dashboard.
Step 2: Click the transaction you want to add a memo to.
Step 3: Under Add memo, start typing your memo; it will save automatically and show a checkmark.
Add a memo via the Brex app
Step 1: Open the Brex app.
Step 2: Find the transaction you're looking for, and either swipe left or tap the transaction.
Step 3: Tap the pencil icon to start typing and Done to save changes.
Important: If a memo is being added as a receipt is being uploaded, exiting the app before the receipt is fully uploaded may lead to memos not saving. Please wait for the receipt to fully upload before exiting the app.