Brex + Microsoft Excel
Track pending Brex card transactions by adding rows to a Microsoft Excel table
Keep track of your financial activity effortlessly with this convenient workflow. When a pending card transaction occurs in Brex, it automatically adds a new row to a designated table in your Microsoft Excel. This seamless process ensures accurate bookkeeping and saves valuable time by eliminating the need for manual data entry. Stay on top of your transactions and manage finances in a more organized manner.
Keep track of your financial activity effortlessly with this convenient workflow. When a pending card transaction occurs in Brex, it automatically adds a new row to a designated table in your Microsoft Excel. This seamless process ensures accurate bookkeeping and saves valuable time by eliminating the need for manual data entry. Stay on top of your transactions and manage finances in a more organized manner.
- When this happens...Pending Card Transactions
Triggers when a card has pending transactions
- automatically do this!Add Row to Table
Adds a new row to the end of a specific table.
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Pending Card Transactions
Triggers when a card has pending transactions
Try ItTransfer Processed
Triggers when an incoming or outgoing transfer has been processed
Try ItUserRequired
Card Name
Card TypeRequired
Company NameRequired
Email
Phone
Payment Type
Transfer Failed
Triggers when a transfer has failed
Try ItBudget NameRequired
Budget Description
Parent Budget ID
Owner User IDs
Member User IDs
Period TypeRequired
Limit AmountRequired
Currency
Limit TypeRequired
Spend TypeRequired
Start Date
End Date
Limit VisibilityRequired
First NameRequired
Last NameRequired
EmailRequired
Manager
Department
Location
User Role
Department NameRequired
Department description
