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 ready

Mark as ready across pages

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

You need permission to mark expenses ready. If you do not see Mark ready, ask a Ramp Admin at your company for access. Ramp Admins can review roles and permissions.

Step 1: Select your transactions
Step 2: Click Mark ready
Step 3: If prompted, 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.