Getting Started with Brink's Business Expense
How Do I Sign Up for Brink's Business Expense?
Quick Guide to Getting Started with Brink's Business Expense
What Documents Can I Use for Enrollment Verification?
Contact Us
Who Can Sign Up for Brink's Business Expense?
What Security Measures Does Brink's Take to Protect My Information?
What Information Do I Need to Provide to Sign Up for Brink's Business Expense?
How Much Does Brink's Business Expense Cost?
Bank Holidays and Brink's Business Expense
Account & User Management
Account Management
How Do I Cancel My Account?
What Does My Dashboard Do?
How Can I Set Up Alerts On My Brink's Business Expense Account?
Can I Get Multi-Account Access?
How Do I Change or Update My Business Phone Number or Business/Shipping Address?
What is Two-factor Authentication?
How Do I Reset or Change My Password?
How Do I Troubleshoot Two-factor Authentication Issues?
How Do I Change my Account’s Email Address?
How Do I Upgrade or Downgrade My Subscription Plan?
How Do I Import Multiple Users At Once?
How Can I Use Brink's for Accounting?
User Management
What Do I Do If Someone I've Sent an Invitation to Hasn't Received it?
How Do I Update Multiple Users At Once?
How Do I Grant an Employee Login Access to the Web and Mobile App?
How Do I Create a Department?
How Do I Change a User’s Role?
How Do I Assign a Department Lead?
Transactions & Card Management
Card Management
What Do I Do If My Card is Lost or Stolen?
How Do I Set or Reset a PIN?
What's the Maximum Card Spend Limit on Brink's Cards?
Why Did My Card Get Declined?
How Do I Deactivate a Card?
Difference Between Fixed Value Cards and My Current Business Expense Card
What is the Billing Address of My Brink's Card?
How Do I Create Multiple Cards At A Time?
Can Brink's Business Expense Cards Be Used Internationally?
How Do I Add My Brink's Card to a Mobile Wallet?
How Do I Replace, Reissue or Cancel a Card?
How Do I Update Multiple Cards At Once?
How Do I Make my Brink's Card My Mobile Wallet's Default Card?
How Do I Activate My Card?
How Do I Change the Name on a Card?
What's the Difference Between an Employee Card and a Utility Card?
How Do I Reassign a Utility Card to a Different User?
How Do I Create a Card?
What Are the Different Types of Controls I Have on a Card?
How Do I Enable 'Card Not Present' on a Card ?
Transactions
Where Can I Find My Monthly Statements?
How Do I Use Transaction Filters?
How Do I File a Transaction Dispute?
Why Don't I See a Refund on My Card?
What Do I Do If I See Unrecognized Charges on My Transaction Activity?
Why Do I See An Additional Pending Amount Being Held on My Card?
Payments & Receipt Management
Payments
What Does It Mean When a Payment is Declined, Canceled, or Returned?
What's the Difference Between Accepting a Payment As a Bank Transfer or a One-Time Use Virtual Card?
How Do I Accept a Brink's Pay Payment?
How Do I Cancel a Payment?
Receipt Management
How Do I Export or Download Multiple Receipts at Once?
How Do I Manage Unmatched Receipts?
How Do I Submit or Upload a Receipt?
Bank Accounts, Deposits, and Funds
Can I Have Multiple Bank Accounts Linked to My Brink's Account?
How Do I Deposit Funds and Check My Brink's Account Balance by SMS Text?
How Do I Link and Verify My Bank Account to Transfer Funds?
How Do I Add Funds to My Brink's Account?
How Do I Cancel a Brink's Transfer?
What Do I Do If My Brink's Transfer Fails?
Why Hasn't My Brink's Transfer Processed Yet?
How Do I Delete or Change the Bank Account Connected to My Brink's Account?
Policy Settings
For Admins
What are Policy Settings and Why Do I Need Them?
How to Add a New Policy?
How to Edit/Delete an Existing Policy?
What are the Parameters/Fields I Can Set Policies For?
How Many Reminders Can I Set to Rectify a Policy Violation?
When Will the Policy Violation Reminders Go Out?
When Will a Card Turn Off for Violating a Policy?
For Users
Will I Be Notified When a Policy is Violated?
How Do I Resolve a Policy Violation?
How Do I Know My Policy Violation is Resolved?
After a Violation is Resolved, When Will My Card Turn Back On?
Feature and Set Up Guides
Security and Privacy Policies and Best Practices
Brink's Business Expense Payment Methods
Policy Settings - Overview and Management
Admin Management and Permissions
Transaction Filters and Tags
Card Management - Overview, Controls, and Departments
Receipts Overview and Management
Integrations
Non-QuickBooks Accounting Software Set Up
QuickBooks Accounting Software Set Up and Troubleshooting
Help Topics
USING BRINK'S BUSINESS EXPENSE
Auto Categorization
All Categories > Policy Settings > For Admins
7 articles
Policy settings allow account owners and admins to establish expense/transaction-related rules...
Updated 2 years ago by Chandrika Chandwani
Select Policy Settings from the Profile icon’s drop-down menu. Click + Add Policy on the right side of the screen. Fill out the form > Click Save.
Edit a Policy On the Policy Settings page, select the policy you wish to edit. Make your changes > Click Save. Delete a Policy On the Policy Settings page, select the policy you wish to delete. Scrol…
Depending on your business requirements or the purpose of each card, you can set policies for transactions that need to include all or either: GL Account. Class. Location. Notes. Receipts. Tags.
You can set up to 4 reminders for each policy.
The first reminder will go out on the 1st of the next month and subsequent reminders will go out on a weekly basis thereafter as configured for each policy.
If you have selected to turn off cards that are in violation of a policy, they will be turned off 24 hours after the last reminder has been sent. Note: This is not a mandatory feature. It is up to th…
Powered by HelpDocs (opens in a new tab)
