Bulk Editing Accounting Tools

Speed up transaction coding using Ramp’s bulk edit and mark-as-ready features.

How to bulk edit

Step 1: Use the checkboxes to select transactions (top-left corner of the table)
Step 2: Apply filters to narrow down to specific criteria (e.g., all Amazon purchases)
Step 3: Use the bottom toolbar to update fields like Category in bulk
Step 4: For more fields like Location, click the 3 dots next to "Mark as Ready"

Mark as ready across pages

Ramp lets you select transactions across multiple pages and mark them as ready in one action.

Step 1: Select your transactions
Step 2: Click Mark as Ready
Step 3: Confirm the action in the pop-up

Pro tips for bulk editing

• Use filters on the Accounting tab to find:
  • Transactions with missing fields
  • Specific merchants or categories
  • Statement dates and more
• Combine filtering and bulk editing to make large-scale updates faster and more accurate.