Spend requests consist of users being able to submit a request for a vendor card or temporary user limit increase on their corporate cards; and admins approving, denying, or modifying such requests.
If your company would like to start using Spend Requests, an admin needs to go to the Requests page.
Here are the detailed instructionsStep 1:
In the side navigation of your dashboard, click on the Requests
page under ExpensesStep 2:
If it’s your first time on this page, a modal will automatically pop up. The first step of the setup modal explains Spend Request features.Step 3:
The second step of the setup modal allows you to select a primary approver for the company. The primary approver is someone who will receive a notification each time a user submits a request for a vendor card or temporary user limit increase. Any admin can approve, deny, or modify a pending request.Step 4:
The third step of the setup modal shows a preview of an email Brex can send to all cardholders within your company. If Don’t send
is selected, then Brex will not send an email to every cardholder. After this step, you have successfully opted into Spend Requests for your company.
After Spend Requests have been set up, admins can return to the Requests
page to view any pending requests and users can submit requests through the Manage cards
page by clicking on Get a new card
Note: currently there is not way to opt out of Spend Requests besides downgrading from Brex Premium