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:
- What if I am unable to submit a receipt?
- 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)
What if I am unable to submit a receipt?
There are three places to flag a missing receipt:
On the web app:
1. Under My Ramp > Expenses, click on the transaction that is missing a receipt.
2. Scroll down to Requirements, and click on Upload a receipt (required).
3. Select Unable to submit receipt.
4. Complete this form to let your finance team know you aren’t able to provide a receipt.
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 only available for Early access customers. You can opt-in to Ramp's Early Access under Company settings ↗.
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 decide to dismiss the requirement or request further follow-up action 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: