Granting Accountant Access with Brex Card
Edited
Please grant TristanCPA access to Brex Card and/or Cash by following the instructions below.
Log in to your account as a Brex admin.
In your Brex dashboard, click Team and then Users and cards on the left side menu bar.
Click Invite User on the right hand side.
Enter TristanCPA's information:
Email address: <DedicatedEmail>@tristancpa.com where Dedicated Email is the email address that we provided.
Role: Accountant
Budget: Skip or $0
Click on Send Invites.
TristanCPA will receive an activation email from Brex.
TristanCPA uses Brex's QBO integration (not Brex's Expensify integration) and can help you through that setup process.