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Transactions & Payments


As a Brex Admin, you can change the bank account that you would like to make payments to Brex to at anytime by following these steps: Step 1: Click on the Settings tab on the bottom left corner of the Brex dashboard Step 2: On the Company tab, find Autopay Accounts and click on Manage autopay Here...

Brex will automatically initiate payment for your statement balance via ACH on the last day of your statement period, which is visible on the top of the Statements page of the Brex dashboard. The amount due will consist of all transactions that have cleared within the current statement period. All...

Your company's statement period will begin on the day you make your first transaction with Brex. If your first transaction was on May 7th, for example, your statement period will run from the 7th-7th of every month. If this billing period does not work well for your company, please reach out to our...

At the end of each statement cycle, Brex will automatically initiate an ACH transfer to pay your outstanding balance from the bank account you set as the primary funding source. That being said, Brex Admins are able to make early payments at any time in order to free up more spending room. To do so...

You are not able to block transactions from going through on your card at this time. If you think there has been fraud on your card, please read How do I report a fraudulent transaction? If a merchant is continuing to charge your card without your consent, please read How do I dispute a charge?

At the end of each statement cycle, Brex will automatically initiate an ACH transfer to pay your outstanding balance from the bank account you set as the primary funding source. It is important that the payment is successful to ensure that your account limit is unaffected. Below are a few tips on...

Once the merchant has issued you a refund, a credit will show on your account within 30 business days. The refund will appear on the Transactions tab of the Brex dashboard:

Yes. Your refund will still be processed if your card has been locked or terminated.

You can add a memo to a transaction in both the Brex Dashboard or Mobile app. Memos will be exported to QuickBooks, Xero, NetSuite or Expensify as long as it has been added to a transaction prior to exporting. Please reference the relevant section below. Option 1 - via the Brex Dashboard Step...

For every transaction made on a Brex card, Brex makes a percentage of the interchange fee, which is also split with the card network.

Please forward email receipts to receipts@brex.com. In order for these to match with its corresponding transaction, they will need to meet the following criteria: Emails must be forwarded from an email address associated with the cardholder's Brex account The receipt must be embedded in the email...

Once you have transacted with your Brex card, you will be unable to cancel the transaction. If you placed the transaction in error, please read What do I do if I use my Brex card in error? If you have been charged wrongfully, please reach out to the merchant directly to request a refund. If you are...

Below are some typical situations where you may want to dispute a charge: You didn’t receive merchandise or services you paid for You canceled a service and you’re still being charged for it You made a purchase, but the amount on your statement is wrong or you were charged twice A credit you were...

Brex makes it easy for cardholders to track receipts with automatic receipt matching technology. There are four options to do so; please reference the relevant section below. Option 1 - via the Brex Dashboard Step 1: Click on Your Transactions (if an Admin) or Transactions (if a Regular user) on the...

A transaction posts to your Brex dashboard almost instantaneously. The transaction will initially be marked as Pending and greyed out, but will move to the Processed section once it has cleared up to 7 business days later.

Brex cards work anywhere Visa or Mastercard are accepted, from merchants in Los Angeles to merchants in Rio de Janeiro. You do not need to notify us before you travel outside of the U.S. In the event that your card is declined, please read My card was declined.

As a Brex Admin or Bookkeeper, you are able to download statements from the Brex dashboard following the steps below: Step 1: Click on the Statements tab on the left-hand menu bar Step 2: Click on Custom Report on the top right-hand corner Step 3: Select the date range and report format, and then...

Once a payment has been submitted, it cannot be cancelled.

If you use your Brex card for a transaction that is not approved by your company, you will need to resolve it with your firm. In some cases, your company may deduct the amount of the charge from your pay check.

Brex will automatically take payment on your statement balance via ACH on the last day of your statement cycle, which is visible on the top left of the Statements page of the Brex dashboard: You can expect to see the funds leave your bank account two business days later. Your account limit will be...

Brex Admins will see two tabs which display information pertaining to transactions: Company Transactions consist of transactions pertaining to all cardholders within the company. Your Transactions consist of all transactions pertaining to you as an individual user.