Expense Management
Set up expense policies, submit expenses, and view spend insights
- Pre-Spend Controls & Spend Requests
- Spend Request Review Predictions
- Setting up controls on Ramp cards and funds
- Difference between funds, virtual cards, and physical cards
- Setting up category and merchant restrictions
- Blocking or restricting merchants on Ramp
- Funds, cards, and spend programs
- Flexible Limits
- Reimbursement-only spend programs
- Multi-currency funds, cards, and spend programs
- Spend programs creation and management
- How to adjust the auto-locked period
- Issuing a Ramp card or funds
- Ordering or requesting physical cards, virtual cards, and funds
- Spend requests and spending limit increases
- Budget-based approval workflows
- Temporary changes to spending limits on your card or funds
- How to lock or terminate Ramp funds and cards
- Setting up spend request approvals
- Automatically lock cards and funds
- Budgets overview and setup
- Removing a funds and card rule that has been saved
- Setting up employees with a default set of cards
- Ramp card management
- Requesting a change to or editing your cards or funds
- Card and funds expiration
- Transferring Ramp cards and funds
- Shared cards & funds for tracking group spend
- Expense Policies & Submission
- Troubleshooting transaction receipt matching
- XML receipts (CFDI) in submission policies
- Getting Started with Ramp’s Expense Policy Setup
- Submitting receipts, memos, and accounting for your Ramp transactions
- Auto-generated receipts
- Submission policies
- Conditional coding in submission policies
- Receipt auto-capture
- How to automatically forward receipts to Ramp
- Downloading receipts
- Missing Receipt Affidavit FAQ
- External Attendees
- Excluding merchants from receipt and memo requirements
- Requiring employees to code their own transactions
- What to do if you're missing a receipt
- Simplified Workflow Builder FAQ
- Custom User Fields
- Expense Review & Approvals
- Reviewing transactions from Ramp cards
- Receipt verification
- Flagging transactions: Accidental purchase, fraud, and out of policy
- Automatically flag transactions with policy flags
- Spend guidelines: Alerts and flags
- Accidental or personal charges on Ramp
- Setting up expense review policies for transactions and reimbursements
- Communicating with other users on Ramp
- Policy Agent
- Set Up Policy Agent
- The New Policy Page & AI Agent
- Policy Agent Overview
- Policy Editor Chat Assistant & the Policy Agent
- Policy Suggestions & the Policy Agent
- Use Policy Agent for approvals
- Dynamic Attendee Requirements & the Policy Agent
- Edit your policy when using Policy Agent
- Policy Agent: Full Expense Checks
- Reports & Insights