Brex makes it easy to track receipts with automatic receipt matching technology. There are four options to attach receipts to transactions made with your Brex card. Please refer to the relevant section below.
Via the Brex dashboard
Step 1: Click Card on the left side of your Brex dashboard.
Step 2: Click the transaction you want to attach a receipt to.
Step 3: Click or drag a receipt into the Add receipt field.
Via the Brex mobile app
If you have push notifications enabled, you'll be prompted to take a photo of your receipt and attach it to the transaction each time you transact with your physical Brex card at a terminal. The photo of this receipt is automatically matched to the relevant transaction and stored in your Brex dashboard.
Via SMS notification
If you've enabled SMS notifications, each time you transact with your Brex card at a terminal, you'll receive a text message prompting you to take a photo of the receipt and respond via SMS with the photo. The photo of this receipt is then automatically matched to the relevant transaction and stored in your Brex dashboard.
Forwarding from your email
For online transactions, you'll likely receive receipts to your email. To match these receipts to transactions in your Brex account, forward the email receipt to email@example.com.
Note: The email receipt must be forwarded from an email address associated with your Brex account.
You can find a copy of a receipt by clicking on the transaction on the Transactions page and looking at the Attached receipts section on the right. You will only see a receipt if it was successfully matched with a transaction.