Managing Ramp Plus

Note: This article primarily applies to Ramp Administrators. Cardholders may find other articles in the Ramp overview section to be more applicable.

Overview

This article is relevant for any customer who joined Ramp on the Plus plan after 9/19/2023.

If you need assistance configuring your Ramp Plus plan, managing your users or billing, or have questions regarding downgrading, you will find all your answers here.

How to guides

Admins can manage their company's Ramp Plus plan on their Ramp account on Ramp's website here.

How to check your Ramp Plus or Enterprise status

In the left-hand sidebar of your Ramp dashboard, look for the entry labeled Ramp Plus, Ramp Enterprise, or Upgrade. If the label reads Ramp Plus or Ramp Enterprise, your business is on that plan. If the label reads Upgrade, your business is not currently on Plus or Enterprise.

How to change which plan you are on

To upgrade:

1. Navigate to Company > Upgrade from the left-hand menu.
2. Here you will see an overview of Plus:

• Features
• Pricing
• Ability to schedule a call to discuss annual discounts
• Start your 30-day trial

To downgrade:

1. Navigate to Company > Statement & Payments from the left-hand menu
2. Click the Settings button at the top right of the screen
3. Select the Cancel Subscription button

After downgrading the Ramp Plus tab will remain with past statements, such that you can always go back and download your past statements.

What happens when you downgrade

If you downgrade from Plus, you’ll lose access to certain features. Changes will go into effect when your billing cycle ends. Here’s what to expect:

Products

Ramp Plus feature

What happens after you downgrade

Corporate Card

Auto-Locking Cards

Cards will no longer auto-lock if they are missing transaction requirements (e.g. receipts or memos)

Travel

Multiple travel policies

All existing travel policies (including non-default travel policies) will continue to function. Customers will be able to delete any non-default travel policies. Customers will not be able to edit existing or create new non-default travel policies.

Expense Management

Expense Intelligence

New transactions will not get flagged with any rules you had set up with expense intelligence

Any transaction that had a flag or alert while on Plus will continue to show in the transaction details

Spend Programs

New spend programs will only be able to have a single amount and frequency that you set as the Admin

Existing spend programs with custom amounts and frequency and amounts will remain, but new users cannot request from it.

Workflow Builder for Policies and Approvals

Any custom workflow will be lost, we default you back to a basic workflow

Accounts Payable

Automated batch payments

Any batch payments in flight will continue to be batched. However any bills moving forward will not be batched

Payment release approvals

Bills will no longer go through a payment step approval. Additionally, any bills that were previously in payment step approval will be released for payment on the set schedule date.

Procurement

Purchase orders

You will no longer be able to create new purchase order spend programs.

Any existing purchase orders will remain, but new requests for that spend program cannot be made.

Accounting

Accounting Features

Any advanced accounting rule will be paused and conditional filtering will be defaulted to a simple workflow

Integrations

Accounting Integrations

Netsuite, Sage Intacct, Acumatica, Microsoft Dynamics 365 Business Central, Dynamics F&O, Workday Financials, Oracle Fusion Cloud, and Zoho Books integrations will end. You can use Xero, Quickbooks, or the Universal CSV

Workday Integration

Workday integration will end. You can use one of the many other integrations or invite manually.

HR Continuous Syncing

Auto-syncing to your HR system will end, you will need to update user information (e.g. role, location, manager) within Ramp yourself moving forward

Global

Issue limits and create spend programs in local currencies

Existing multi-currency spend limits will remain, but they can no longer be edited.

International Cashback

International transactions will no longer earn cashback.

User Management

Guest Users

Guest users will be disconnected from Ramp, but you can invite them as another role instead.

Delegation

Any approvers will no longer be able to delegate their approvals to someone else.

Any in-flight approvals will remain.

Custom user fields

Existing workflows and other policies will not be affected, but custom field values cannot be changed and new workflows cannot use custom fields.

How to manage your users

Ramp Plus is charged on a per-user basis. To learn more about how users are charged and prorated, go to Ramp Plus' Billing Policy. You can manage your users in the People tab. Learn more about User Management. When you add or remove users, the Ramp Plus tab will update daily to show you your change in total number of users.

How to manage your billing for Ramp Plus

You can learn more about Ramp Plus' Billing Policy here.

Within the Company > Statements & payments > Settingsdrawer, Admins can update the payment account and billing email. For all actions in the section, navigate to the Ramp Plus settings by:

1. Navigate to Company > Statements & payments > Settings drawer
2. This opens your Billing Settings for Ramp Plus.

Switch bank account for payment

1. Click on the Payment method dropdown.
2. Select a different payment account.

Update billing email notification

1. Navigate to the Billing email section
2. Update the billing email in the text field
3. Click the Save button.

Update statement PO number

1. Navigate to the Billing PO# section
2. Update the PO# in the text field
3. Click the Save button.

Additional resources

You can find more information about what Ramp Plus is in our Ramp Plus Overview.