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 change which plan you are on
- What happens when you downgrade
- How to manage your users
- How to manage your billing
How to change which plan you are on
To upgrade:
- Navigate to Settings > Ramp Plus from the left-hand menu.
- Here you will see an overview of Plus:
- Features
- Pricing
- Ability to schedule a call
- Click Start your free trial to start your 1-month free trial of Plus and get access to Plus features.
- You will be brought to the checkout page to select:
- Your billing cycle (monthly vs. annual)
- Bank account for payment
- Click Start your 1-month free trial.
To downgrade:
- Navigate to Settings > Ramp Plus from the left-hand menu
- Click the Settings button at the top right of the screen
- Select the Downgrade button
- Follow the steps to downgrade from 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:
| Accounting Integrations | Netsuite and Sage Intacct integrations will end; you can use Xero, Quickbooks, or the Universal CSV |
| Accounting Features | Any advanced accounting rule will be paused and conditional filtering will be defaulted to a simple workflow |
| Multi-Currency Spend Limits | Existing multi-currency spend limits will remain, but new users will not be able to request cards of a different currency |
| Auto-Locking Cards | Cards will no longer auto-lock if they are missing transaction requirements (e.g. receipts or memos) |
| 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 |
| 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 |
| 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. |
| 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. |
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
Ramp Plus billing is managed in the Settings section, and you can learn more about Ramp Plus' Billing Policy here.
Within the Ramp Plus Settings tab, Admins can switch your billing cycle, payment account, and billing email. For all actions in the section, navigate to the Ramp Plus settings by:
- Navigate to Settings > Ramp Plus.
- Click on the Settings button.
- This opens your Billing Settings for Ramp Plus.
Switch Bank Account for Payment
- Click on the Payment method dropdown.
- Select a different payment account.
Add bank account
- Click on the Payment method dropdown.
- Click Add a New Account at the bottom of the dropdown.
- You will be brought to the Settings > Company Settings > Financial Accounts tab where you can follow the steps here to add a new bank account.
Switch billing cycle
- Click on the switch button, found under Payment Frequency.
- You will be brought to another checkout page, which details the changes to your payment.
- Click the Switch to annual billing button.
Update Billing Email Notification
- Navigate to the Billing email section
- Update the billing email in the text field
- Click the Save button.
Additional resources
You can find more information about what Ramp Plus is in our Ramp Plus Overview.