Classify and Sync Reimbursements
Classifying reimbursements in Brex ensures that employee out-of-pocket expenses are coded correctly before syncing to Rillet. When you assign the GL account, custom fields, and subsidiary, Brex prepares the reimbursement for export through the real-time integration. This keeps all reimbursement data aligned across both platforms.
How Reimbursement Classification Works
Reimbursements are handled in Brex through Accounting Workflows. Each reimbursement must be coded and reviewed before it can be exported. After you complete the classification, you export the reimbursement using Direct to Rillet, which sends the data instantly into your Rillet workspace.
Classify a Reimbursement
Use this process to code a reimbursement in Brex.
Go to Accounting in Brex.
In the Prepare tab, select the reimbursement you want to classify.
Assign the following fields to complete the classification:
GL account
Subsidiary
Custom fields (ex. Department)
VAT classification (if applicable)
Note: Review VAT amounts when using VAT-inclusive calculations.
Select Prepare for Review to move the reimbursement to the review stage.
Once prepared, the reimbursement becomes available for final approval and export.
Sync a Reimbursement to Rillet
After classification and review, you can sync the reimbursement to Rillet.
Go to the Review tab in Accounting Workflows.
Select the reimbursement you want to export.
Click Export.
Choose Direct to Rillet.
Click Next.
Click Export to confirm.
Brex sends the reimbursement to Rillet using real-time syncing.
View the Reimbursement in Rillet
Once exported, the reimbursement appears in Rillet with the details you coded in Brex.
You can view:
Reimbursement amount
VAT and net amounts (if applicable)
Currency
Subsidiary
GL account
Custom fields
PDF attachments
A link back to Brex
If Brex detects an issue during export, you receive an error message explaining what needs to be corrected.
See Also
To continue managing your accounting workflows, review these articles:
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