With Ramp, you can define a threshold above which receipts and/or memos will be required when submitting expenses. For some merchants however, you may not want to ask a receipt for every transaction. These include recurring charges like SaaS or ongoing transactions like advertising. Now you can exclude them from requiring receipts or memos within your Expense Policy. You'll still see notifications and alerts on unusual spend and savings opportunities.
Two ways to do this:
- When dismissing the need for a receipt in the transaction modal, you will be prompted to exclude the merchant from all receipts and memos going.
- In the Expense Policy modal, add the merchant name in the Exclude Merchants section.
Note: this will also apply retroactively. Receipts needed for these merchants for older transactions will also be dismissed.