How do I set up transaction approvals on my Brex Cash account?
Transaction approvals allow Brex Cash Admins to delegate financial tasks to a Cash and Card User, while maintaining final control over when funds leave the account.
Transactions made by a Cash and Card User will require final approval by a Cash and Card Adminbefore they begin processing. Read What are the different Brex role types? to learn more about the permissions of the Cash and Card User.
Transaction Approval Flow:
Cash and Card User:
Step 1: Click Payments under the Cash tab
Step 2: Select Create Payment
Step 3: Enter payment details and confirm payment
From there, action will need to be taken by a Cash and Card Admin. They can do this in one of two ways.
Cash and Card Admin:
First, any Cash and Card Admin can select the pending payment from the Payments tab and choose to either Approve or Deny the payment.
Second, All Cash and Card 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:
Incorrect payment details
Here is a video demonstration of the transaction approval process.