Transaction approvals allow Brex Account Admins to delegate financial tasks to an AP Clerk, while maintaining final control over when funds leave the account.
Transactions made by an AP Clerk will require final approval by an Account Admin
before they begin processing. Read What are the various Brex role types
? to learn more about the permissions of the AP Clerk.
TRANSACTION APPROVAL FLOW:
Step 1: Click Transactions under the Cash tab
Step 2: Select Send Payment
Step 3: Enter payment details and confirm payment
From there, action will need to be taken by an Account Admin. They can do this in one of two ways.
First, any Account Admin can select the pending payment from the Transactions tab under the Scheduled section and choose to either Approve or Deny the payment.
Second, all Account Admins will receive an Approval needed email with options to either Approve or Deny the payment. This link can be accessed without having to log into the Brex dashboard.
In both cases, selecting Approve will allow the payment to continue processing.
Choosing Deny will allow the admin to add a note and specify why they denied the payment as: