Admins can manage their company's Ramp Plus plan on their Ramp account on web.
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How to switch which plan you are on
What happens when you downgrade
How to switch which plan you are on
You can easily upgrade and downgrade your plan at any point on web.
To Upgrade:
From the Ramp Plus Tab
- 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 you 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”
From any Plus Feature
- Navigate to a specific Plus feature, Local Currencies, found under Settings -> Expense Policy
- Click on the feature
- You will get a pop-up, prompting you to Get Plus to access the feature
- Click “Get Plus”
- 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 hand corner
- Click the “Downgrade” button at the bottom of the screen
- Follow steps at the bottom of the screen to downgrade
After downgrading the Ramp Plus tab will remain with past statements, such that you can always go back and download your past statements.
If you downgrade during your free trial, the Ramp Plus tab will add a banner to the top of the page notifying you when your free trial ends and a button to easily renew your Plus subscription if you so choose.
If you downgrade after your trial period, the Settings button changes to a “Get Plus” button, such that you can easily opt back into Plus
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 on 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 on a daily basis to show you your change in total number of users.
How to manage your billing for Ramp Plus
Billing is managed on the Settings section within the Ramp Plus tab. Learn more about Ramp Plus' Billing Policy here.
Within this tab, Admins can easily switch your billing cycle and payment account. For all actions in the section, navigate to the Ramp Plus settings by:
- Navigate to the Ramp Plus tab from the left hand menu by Settings -> Ramp Plus
- Click on the Settings button in the top right corner
- This opens your Billing Settings for Ramp Plus
Switch Bank Account for Payment
- Click on the Payment Account dropdown
- Select a different payment account
Add Bank Account
- Click on the Payment Accounts dropdown
- Click Add a New Account, found at the bottom of the dropdown
- You will be brought to 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 button