Brex Cash Admins and Users can create and manage vendor information right from the Brex dashboard. The Vendors page under the Cash tab on the Brex dashboard presents a table of all the stored vendors for the account.
To add a new vendor:
Step 1: Navigate to the Vendors page under the Cash tab on the Brex dashboard and select Add vendor
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 would 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
Once the vendor is created, it will be stored on the Vendors tab. Selecting the vendor form the list will give Cash Admins and Users the option to Edit, Delete, and Send Payment