managing out of pocket cash expenses in quickbooks pro

Brex Treasury is not a bank, and your Brex Cash account is not a bank account. Investing in securities products involves risk. Please contact our sales team for more information.īrex Treasury LLC is an affiliated SEC-registered broker-dealer and member of FINRA and SIPC that provides Brex Cash, an account that allows customers to sweep uninvested cash balances into certain money market mutual funds or FDIC-insured bank accounts at Brex’s partner banks, such as JPMorgan Chase Bank, Member FDIC and LendingClub Bank, N.A., Member FDIC. Use of Brex Empower is subject to the Platform Agreement. Use of the Brex API is subject to the Brex Access Agreement. See the Brex Platform Agreement for details. provides the Brex Mastercard® Corporate Credit Card, which is issued by Emigrant Bank, Member FDIC or Fifth Third Bank, NA., Member FDIC. Terms and conditions apply and are subject to change.īrex Inc. “Brex” and the Brex logo are registered trademarks.īrex products may not be available to all customers. Step 4: Invite your employees who will only have access to reimbursements via the Teams page – indicate that they’re an employee, but leave the Allow corporate cards toggle off. Step 2: Designate which account you want to use to cover reimbursements. Note: The first time you land on this page after reimbursements are enabled, you will be able to set up an account to pay out reimbursements and add hierarchical approvals. If you don’t set a manager for approval, the request will go straight to your admin.Īpprove a reimbursement in 2 clicks or less from your Expenses tab. You will be able to do this for card requests, user limit requests, and reimbursements. You can now elect for managers to approve reimbursements before they go to the final approver. To verify a new external bank account, click Manage settings on the Requests page. Note: This needs to be a US-based bank account.

If you’re unable to connect your external bank account through your dashboard, you won’t be able to use it for reimbursements. You can choose to either link your Brex Cash account or your external bank account that has already been linked to your Brex account through Plaid or Finicity.

Instantly reconcile reimbursements through our QuickBooks Online and NetSuite integrations.Īdmins can set up reimbursements for their company by following the steps below. Set up managers to approve reimbursements before they come to your finance team. Invite employees to submit reimbursement requests, even if they don't have a Brex card. When employees need to put company expenses on their personal cards, admins can easily reimburse them from the Brex dashboard through our reimbursements feature.Īpprove a reimbursement in 2 clicks or less from your Requests tab, under Expenses. If you’re interested, contact your Brex relationship manager or chat with Brex Support from your dashboard. Note: Reimbursements are currently available to select early-access customers who will provide invaluable feedback to our team.

Managing out of pocket cash expenses in quickbooks pro