Overview
Ramp syncs bills to your accounting provider when they are submitted for approval by default, but if preferable, we also support configuring bills to only sync after they have been fully approved.
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How to change bill sync preferences
You can find this feature in Accounting -> Settings -> Sync Setting -> Bills Pay -> Sync Timing
Supported ERP's
This will work for NetSuite, Sage, QuickBooks and Xero.
Frequently asked questions (FAQ's)
Q: How do the approval statuses work in the ERP?
A: For NetSuite only, we will also sync an "approved" status when the bill is approved. If the setting has "sync bills on creation", we will sync bills without a specified approval status. The approval status tied to the bill will then depend on whether their NetSuite has an approval process in place. Once the bill is approved, we will sync the "Approved" status to NetSuite.
If the setting has "Sync bills after fully approved", then we will sync the bill with the approved status from the start. Note that this does not always work and if it doesn't, it tends to be due to the underlying workflow in NS that does not let Ramp set the approval status.
This is NOT available for Sage due to their API limitations. Similarly, this is NOT done for QBO & Xero.
Q: How will I know if my bill has been synced or not?
A: An unsynced bill will be denoted by a grey cloud icon, instead of the regular green cloud icon for successful sync, or red cloud icon for failed sync.