Filtering Transactions
Ramp offers a wide variety of options to filter transactions, including:
- Accounting Fields (Complete or Missing Requirements)
- Amount (Min - Max $)
- Receipt Status
- Submission Policy Status
- Transaction Status
- Card Type (Virtual or Physical)
- Spend Program
You can also filter by existing fields such as Class, Department, Location or Vendor. Ramp does not currently offer the ability to filter by memo.
Filters can be applied by + Add Filter at the top of the table and selecting from the list of available options.
Create and Save Custom Views
With custom views, you can tailor the display of your card transactions to suit your specific needs. Then, when you apply a filter to the Needs Review or Ready to Sync tab, you can save that view by selecting + Save as New View on the top right corner of the table.
Once it's been saved, it will stay in your table view until it is manually removed.
Apply bulk actions
Ramp also offers the option to bulk edit the accounting fields of your transactions. By selecting multiple transactions, you can apply actions such as coding or marking ready to export. Once you have selected your transactions, there will be a bar at the bottom of the screen you can apply edits to.