Within 24 hours of integrating with Expensify
, transactions will start exporting over to Expensify from Brex automatically for the last 60 days. If you would like to set an "export from" date so that previous transactions do not export over (e.g. if you were using our previous Expensify integration), you can set the Transaction Start Date
as today's date.
Transactions will automatically export into a cardholder's open report if they meet the criteria of the report. If there is no open report for them to go into, they will go into the 'unreported' expenses section instead.