Overview
If you are missing a receipt for a particular transaction, our system allows you to let your Finance team know without ever leaving the platform.
Jump to:
- How to request a policy exception
- Who is responsible for approving this request?
- What if my funds are locked because I don't have this receipt?
- How do I dismiss requirements on a user's behalf (Manager/Admin only)
How to request a policy exception
There are three places to flag a missing receipt, or in other words, request a "policy exception."
On the web app: Click on the transaction on your Ramp dashboard. Once the transaction is open, click on 'Options > Mark transaction as accidental.' Once you've completed those steps, you should then see the option to click 'Repay transaction.'
As shown below:
From there, you can write a memo explaining that this receipt was lost or providing further clarification about why it is unavailable.
On the mobile app: Click on the transaction for which you're missing a receipt. Click on Actions at the bottom of the page. Click 'I don't have a receipt.'
Via SMS : When submitting missing items via SMS, Ramp will ask for a receipt. If you don't have a receipt, you may reply "OOPS." Replying "OOPS" will start a policy exception request. This feature is in beta and is not yet available to all customers.
Who is responsible for approving this request?
These requests are sent to your direct manager (if applicable) or Admin to let them know about the missing receipt. They can then dismiss the requirement for that transaction pursuant to company policy.
What if my funds are locked due to this missing receipt?
To unlock funds that have been automatically locked due to missing items, a request must be approved, or the missing items must be dismissed manually by an Admin or Manager.
Please note that Ramp is unable to unlock funds in this state since these locks are an enforcement of your company expense policy. See our article Automatically lock funds for details.
Keep in mind that even if a transaction is synced to your accounting provider, the missing item won't be dismissed. The manager or admin still needs to dismiss the requirement to remove a request for missing items/unlock funds where applicable.
How do I dismiss requirements on a user's behalf (Manager/Admin only)
As an admin or business owner, you can dismiss a receipt requirement by clicking on the transaction and clicking 'Options' > Dismiss missing item requirements,' as shown below:
If an employee has already requested an exception, you will see the following instead: