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
Open Ramp billing to check your subscription. A Ramp Enterprise sidebar label indicates an active Enterprise subscription. A Ramp Plus label alone does not confirm an active Plus subscription. Businesses eligible to upgrade see an Upgrade badge.
How to change which plan you are on
To upgrade:
- Open Ramp Plus plan details.
- Review the available Plus options:
- Features
- Try Plus free for businesses eligible for a one-month trial
- Schedule a demo when self-service purchase is unavailable
To downgrade:
If an external firm manages your Ramp Plus subscription, that firm manages cancellation. Otherwise, follow these steps:
- Open Statements & payments settings.
- Select Cancel subscription. If you have custom pricing, select Connect with an expert instead.
- Review the downgrade details and select Cancel Ramp Plus.
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 | Legacy missing-item auto-locks configured within individual submission policies are disabled. For the Alpha experience, see Missing-items auto-locks for cards and funds. |
| 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 | Existing rules continue to evaluate new transactions. Existing flags and alerts remain until resolved. |
| Expense Management | Custom Spend Program approval policies | Existing Spend Programs remain available, and users can continue requesting from them. Updating a policy that uses Advanced Approvals requires Plus. |
| Expense Management | Workflow Builder for Policies and Approvals | Existing custom workflows remain and continue to run. Creating or updating advanced workflow fields requires Plus. |
| Accounts Payable | Automated batch payments | Any batch payments in flight will continue to be batched. However any bills moving forward will not be batched. |
| Accounts Payable | Payment release approvals | Existing payment release settings and pending approvals remain in effect. Payments still require approval before release. |
| Accounting | Accounting Features | Any advanced accounting rule will be paused. Existing conditional workflows continue to run. |
| Integrations | Workday Integration | Workday integration will end. You can use one of the many other integrations or invite manually. |
| Integrations | 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. |
| Global | 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. |
| User Management | Delegation | Any approvers will no longer be able to delegate their approvals to someone else. Any in-flight approvals will remain. |
| User Management | 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 billable users, the Ramp Plus tab updates daily to show the Existing paid users count.
How to manage your billing for Ramp Plus
You can learn more about Ramp Plus' Billing Policy here.
Admins can update the payment account and billing email from Statements & payments settings. This opens the Payment settings drawer on Subscriptions & fees.
Switch bank account for payment
- In Automatic payment method, select the bank account dropdown.
- Select a different payment account.
Update billing email notification
- Navigate to Billing preferences.
- Update Email to receive billing statements.
- Click the Save button.
Update statement PO number
- Navigate to Billing preferences.
- Update Billing purchase order number.
- Click the Save button.
Additional resources
You can find more information about what Ramp Plus is in our Ramp Plus Overview.