Prerequisites:
Access to Admin Console in ProcureDesk
Brex Account (with credentials)
Step-by-step guide
Step 1: Access Configuration Settings
Navigate to Admin > Configurations.
Click Connect to Plaid.
Step 2: Link Your Brex Account
Click Connect Account using Brex.
Enter your Brex account credentials.
Click Connect Brex.
Once connected, all transactions made using your Brex card will automatically create expenses in ProcureDesk.
Step 3: Managing Expenses in ProcureDesk
Open the Expense
Navigate to the Expenses module.
Open the expense that was automatically created.
Upload Receipt
Click Upload Receipt and attach the receipt for the transaction.
Map the Expense
Assign the expense to the correct Purchase Order (PO).
Ensure the expense is mapped to the correct credit card account in QuickBooks.
Important: The expense reporter must have a credit card account set up and mapped in QuickBooks for proper integration.
(Refer to the attached guide for setting up credit card accounts in QuickBooks.)
4. Submit the Expense
Review all details.
Click Submit to finalize the entry.