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How do I manage my vendors on Brex Cash?

Admins and users can create and manage vendor information right from the Brex dashboard. The Vendors page under the Cash tab will provide a table of all the stored vendors on your account.

Adding a single vendor

Step 1: Under Cash in your Brex dashboard, navigate to Vendors and select Add vendorat the top right.

Step 2:Enter the vendor name, email address, and phone number (email and phone number are optional) and click Create.

Step 3:Select Add account next to the payment rail you'd like to use for this vendor and enter the required information for that payment type.

Step 4:Select Review to confirm the vendor information and select Save to complete.

Adding multiple vendors

If you have multiple vendors, you can save time by using our bulk upload tool.

Step 1:Under Cash, navigate to the Vendors page and click Add vendors via CSV.  

Step 2:Download the CSV template, replace sample data, and fill in your vendors’ information. Upload the file and click Next.

Note:If your vendor list doesn’t match the template or certain fields are missing, you’ll receive an error message inviting you to return to Step 2. We require a name and at least one form of payment noted for each vendor.    

Step 3:Review your vendor details, select all the ones you are ready to import, and click Import vendors to add them to your Brex account.

Note:If any fields contain invalid or duplicate data, you can see those noted in the Unable to import tab. Click Go backto re-upload a CSV with updated details or click Import vendors to continue (you can always add and edit vendors later).

To resolve duplicate data, the vendor name must be unique.  

Managing vendors

Once your vendors are created, they will be stored on the Vendors page. Selecting a vendor from the list will give admins and users the option to edit details, delete, or send a payment.

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