To sync all your Brex card transactions into TravelBank, you will start by connecting Brex in your Bank Connections.
After signing in, navigate in the sidebar:
Company Settings > Corporate Cards > Bank Connections
Once you're on the Bank Connections page, choose "Connect" to the right of Brex.
A pop-up window will appear, sign in with your email and password login you use for your Brex account.
Note: Once you connect Brex, 7 days of transaction history will sync to TravelBank.
Now that you've established the Bank Connection to Brex, you can choose "Manage" under the Corporate Cards heading.
On the Manage page you can assign Active Cards to employees.
After the cards have been assigned to employees, admins will be able to see the transactions, and view whether or not the transactions have been assigned to an Expense Report.
Observe the following email notifications, and see the journey from adding a card, to assigning, to transaction notification:
Employees will be able to view card details as well as synced transactions, by clicking on "My Cards" in the sidebar. If you have set dollar amount requirements for receipts, employees can add these images to the Expense once they have assigned it to an Expense Report.
All Brex card transactions are automatically set as "non-reimbursable" and this cannot be changed, so you don't need to worry about them being double-paid. Expense Reports can have a mix of reimbursable and non-reimbursable Expenses. Once employees assign transactions to Expense Reports they can also add reimbursable out-of-pocket expenses (E.g. mileage or cash tips) and submit all at once through your existing approval flows.