Note: This article primarily applies to Ramp Administrators.
Cardholders may find other articles in the Reimbursements section to be more applicable.
Cardholders may find other articles in the Reimbursements section to be more applicable.
Overview
Accounting for reimbursements is lightning fast. We sync directly to your accounting provider leveraging our direct integrations. Note that we sync reimbursements as bills at this time.
To see how each supported accounting provider handles reimbursements, please reference the provider-specific overview:
How it works
- Where to sync: Once reimbursements have been enabled for the business, you will see a section in your Accounting tab for "Reimbursements." Similar to Ramp Card transactions, you can code the Accounting Category and other additional fields, mark the reimbursements as ready, and sync them automatically to your accounting provider.
- What to sync: Paid reimbursements can be synced, whereas reimbursements in the awaiting payment state cannot be synced. Once a reimbursement has been fully approved and the payment has begun processing, it will appear in the Accounting tab.
- Syncing if Ramp processes the payment: If the reimbursement was paid via ACH through Ramp, we'll sync a bill to your A/P account and mark it as paid. The date on the bill and bill payment is when the reimbursement was approved in Ramp. You must configure your A/P Account and Cash Account in your Accounting settings to sync reimbursements to your books. Each reimbursement will appear as a single bill, even if you've chosen to batch payout. For where to find reimbursements in your accounting provider, please reference this article.
- Syncing if payment is made outside of Ramp. If the reimbursement was approved for manual payment, we'll sync an open Bill to your A/P Account. Once you pay back the employee outside of Ramp, you'll need to mark the bill as paid on the Accounting Provider.