Admins can review expenses that fall outside their company’s policy from the Brex dashboard. We’ll send weekly reminders to admins to review expenses for their direct reports.
All employee purchases that fall out of your policy will be flagged for review on the Expense review page under Expenses in your dashboard.
Use the search bar if you’d like to search for a specific transaction, user, or merchant within expense alerts.
Out-of-policy alerts can be filtered using the dropdown menus on the top right by department, user, or issue (missing receipt, memo, etc).
To resolve alerts, admins can click on each transaction individually or use the bulk selection tool by clicking the checkboxes on the left. Select from these actions:
If you accidentally approve a transaction, click Archive at the top of the Expense review page, find the transaction, and click Undo review.