Ramp automatically pulls your chart of accounts from your accounting system in order to properly categorize Ramp transactions. Since not all chart of accounts are relevant for credit card transactions, it is best practice to exclude some accounts from being visible on Ramp. Here's how:
- As an Admin or Bookeeper, visit your Accounting settings https://ramp.com/accounting/manage.
- Click "Filter Categories" (destination link here).
- Toggle on/off the chart of accounts you want visible on the Ramp platform. Accounts that are toggled off will not appear in the category drop downs on Ramp.