As a Brex Premium member, you can now automate expense review through Slack! With Brex for Slack, all users will receive messages when their transactions are missing a receipt or memo. Without logging into Brex, they can resolve these alerts directly in Slack.
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A Brex admin will need to add Brex as an authorized Slack app before employees can begin to use it. You'll also need to have a company expense policy set up first. Instructions for creating an expense policy can be found in How can I create an expense policy?.
Step 1: Navigate to Company expenses under the Expenses tab of your Brex dashboard.
Step 2: Click Add to Slack on the banner at the top of the page. Or go to Settings > Premium > Expense review reminders in Slack > Add to Slack.
Step 3: Provide authorization and install the app.
The Brex app should then appear in the Apps section of Slack and be visible to everyone in your workspace.
Users will receive Slack messages about all of their transactions that violate your company’s expense policy, particularly regarding missing information like receipts or memos. To resolve the alert, please follow the steps below.
Step 1: Reply directly to the Slack message with the missing information: Send a receipt image as an attachment or memo as a message.
Step 2: When doing this for the first time, grant Slack permission to access your Brex account by logging in to Brex.
Step 3: Wait for a confirmation Slack message that the information has been uploaded to Brex.