Uploading invoices and bills on Ramp Bill Pay

How to set up with Google G Suite

• How to set up with Google G Suite

  1. Logging into the email address you'd like to forward emails from, follow
     these instructions first: https://support.google.com/mail/answer/10957?hl=en
     [https://support.google.com/mail/answer/10957?hl=en]. This sends a
     verification email to the <your company name>@ap.ramp.com email address.

  2. Then, contact our team by logging into your account and clicking the "Help" button on the bottom left of the sidebar. Give them the email address you're
     forwarding email from and ask them to verify the email on your behalf.

  3. You're set up!

How to set up with Microsoft 365 / Outlook:

• Follow these instructions: https://support.microsoft.com/en-us/office/turn-on-or-off-automatic-forwarding-in-outlook-com-6246987c-6c8f-4144-b255-14fc07007dad

Which emails can forward invoices to the AP inbox?

Please note, in the interest of customer security and vendor communication visibility, Ramp can only accept forwarded invoices from emails that meet the following criteria:

• The email address is that of a registered Ramp user at the company
• The email address format matches the company domain name on file
• The email address domain matches a domain used by any other registered Ramp user at the company (excluding common domain names)
  • For example,If you have users with person@your_business.com, the inbox will accept emails from [anything]@your_business.com
  • If you have users with person@gmail.com, the inbox will not accept anything from @gmail.com unless it is sent directly from a registered ramp user.
• The email address is an address of a vendor that is stored as the vendor contact email. 

Note, if Ramp receives forwarded invoices from emails that do not meet the criteria above, the invoices will not be able to be processed by Ramp and the emailer will receive a "failed to process" notification.

CSV / Spreadsheet Upload

Customers who receive/process invoices via spreadsheet now have a means to upload the spreadsheet (CSV or XLSX) within Ramp and create draft bills.

Customers can access this functionality by clicking the three dots menu at the top of Bill Pay and select "Import via spreadsheet". 

While Ramp provides a template file, customers can also upload any file and then can map their column headers to the fields that Ramp is expecting:

• Invoice #
• Vendor name
• Invoice date
• Bill due date
• Description
• Currency
• Payment type (optional)
• Business entity (optional - will use default if not specified)
• Line item description
• Line item amount

Please note, at this time you can only upload invoices for vendors that have already been created within Ramp.