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How do I set up the Expensify integration?

The Brex integration with Expensify will automatically pull your transactions from Brex, giving you control and flexibility and reducing manual effort (receipts will still need to be uploaded through the Expensify app or website).

Requirements:
  • You need to be an Expensify customer with a Control plan to use the integration (see Expensify pricing)
  • Domain Control will need to be turned on in order to assign cards to specific users (see Expensify Domain Control)
  • Please ensure that you have disabled all other Brex ERP integrations (QuickBooks, Xero, or NetSuite) before you run the new Expensify to prevent duplicates in your ERP
Set Up Instructions:

Step 1: If this is the first integration you are setting up with Brex, skip to step 2; if you are currently using another integration with Brex, please read How do I disable my existing integration and set up a new one?

Step 2: Head to the Expensify homepage and login to your account

Important note: Make sure you have administrative controls, or this will not work!

Step 3: Click on Settings > Domain Control > Click on your company's domain; if this doesn't exist, make sure you add it through the option on the top right that says New Domain

Step 4: Next, go to the Company Cards section found on the left column; click on the Import Card/Bank option, and search for Brex


Step 5: After clicking on Brex, you'll be redirected to login to the Brex dashboard so that you can approve the integration

Step 6: After you are redirected, please ensure that the card shown under the Imported Cards section says Brex; if you previously used another card with a different bank, please click the dropdown shown in the screen capture below to update it to Brex


Step 7: Please go ahead and start assigning cards to each user by clicking on Assign a Card ; please note that only the Brex cards with cleared transactions in the last 5 days will appear as an option on the cards dropdown

Important Notes:

Within 24 hours of setting this up, transactions will start exporting over to Expensify from Brex automatically for the last 60 days. If you would like to set an "export from" date so that previous transactions do not export over (e.g. if you were using our previous Expensify integration), you can set the 'Transaction Start Date' as today's date.

Transactions will automatically export into a cardholder's open report if they meet the criteria of the report; if there is no open report for them to go into, they will go into the 'unreported' expenses section instead.

If you don't want your company's cardholders to receive an SMS from Brex prompting them to upload a receipt, disable the "Ask for a photo of the receipt on in-person transactions" by logging in to Brex and going to Account > SMS Notifications. For a cardholder to add receipts to Expensify, they will need to be uploaded through the Expensify app or website directly.

For video instructions, watch below.


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