Brex Logo

How can I manage my Brex account on Slack?

You can now automate expense review through Slack without signing in to Brex! You’ll receive messages when your transactions are missing a receipt or memo and you can resolve them directly in Slack. New to Slack? Activate a special offer from Brex: 25% off your first 12 months of a monthly or annual Slack Business plan.

How to add the Brex app to Slack

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 the Expenses tab of your Brex dashboard and click Company expenses.

Step 2: Click Add to Slack on the banner at the top of the page. Or go to Settings > Expenses > 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.

How to respond to expense messages in Slack

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.

Was this article helpful?

Yes | No

Still can't find what you're looking for? Chat with us.