Overview

The Payment Step Approvals feature allows you to add an extra layer of control over the release of funds for bill payments. This feature is designed for companies that need to maintain clear separation of duties between the person approving bills and the person authorizing payments. By enabling this feature, you can ensure that no payment will be released until it is explicitly approved by a designated "Payer."

Note, this feature is only available to customers on Ramp Plus

Step 1: Turn on payment release setting

1. Navigate to Bill Pay settings > Approvals
2. Add payers who can review and release bills for payments. At this time, only admins and AP clerks can be added as payers on Bill Pay

Note, once payment release is turned on, any bills that have not yet been initiated for payment will now be routed through payment release

Step 2: Review bills for payment release

If payment release is turned on, after bill approvals are complete, the bill will go through payment release review and have a status of Ready for release. Individuals with payer permissions will be able to review bills and release them for payment from the Payments tab or from their Ramp inbox. 

You can select to release the payment for today or on a desired schedule date

Note, if a bill has one of the following payment methods it will not be routed through payment release approvals. 

1. Bills paid via credit card
2. Bills paid off of Ramp
3. Bills that are fully paid by a vendor credit