Exporting Bills via CSV – Ramp

Overview

Ramp now supports separate exports of bills and bill payments for our Universal CSV and Quickbooks Desktop customers, significantly enhancing the accounts payable experience. This article details what to expect and how to export.

Jump to:

Key features + what this changes
How to export
Frequently asked questions (FAQ's)

Key Features

Previously, a bill had to be paid for you to export it, but with this feature, even if a bill is open (i.e. not paid yet), you will still have the option to export it.

Once the payment is made you have the option to export the bill payment separately. Ramp will NOT double sync the original bill.

Separate export of bills and bill payments
Bill export available immediately after approval
Editable accounting fields until export
Ability to un-sync bills if needed
Improved experience for externally tracking AP aging/accrual accounting

Export Process

Follow these steps to export:

Navigate to Accounting → Bill Payments
Select desired bills for export
Click the "Export" button
Select CSV format
Download the generated file

There are 3 scenarios you'll encounter when exporting:

Bill is open, exported, then paid in Ramp

If a bill is open and unpaid, then the open bill can be exported.

Later, when the bill is paid, the payment will be available to export on the accounting page (and only the payment portion)

Bill is open, paid in Ramp, and then exported afterwards

If the bill is only exported after it has been paid, then both the bill and bill payment are exported together.

Bill is open, marked as paid outside of Ramp

Ramp will export the open bill, no bill payment will be exportable as it is expected that you will manually match a payment in your accounting provider.

FAQs

Can I edit bills after exporting them?

No, bills are locked immediately after export to maintain data integrity. Ensure all information is correct before exporting.

What if I need to make changes to a bill after it's been exported?

You can use the un-sync feature to reset a bill's status to NOT_SYNCED. This allows you to make changes and re-export the bill. Be sure to update your ERP system accordingly.

What happens if I reject or archive a bill after exporting it?

Rejected bills are removed from the export-ready list. Archived bills maintain their exported status but are no longer visible in the main view.

What is the difference between this and Bill Pay CSV Export?

The main purpose of the Bill Pay CSV export is for analysis. The accounting export covered here is meant to account for bills in your accounting provider and doubles as a to-do list.

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