Ramp enables your business to implement their expense policy right into the platform. When properly implemented, Ramp will automatically notify the user when they need to submit receipts or memos for their card transactions.
To edit your team’s expense policies, log on to Ramp, click “Settings” in the bottom left of the page, and click “Expense Policy”. Here you can control settings like at what thresholds employees need to provide receipts or memos. Specifically:
- Receipt Requirements: For any transaction above the designated threshold all employees will be prompted to upload receipts to Ramp right after their transaction occurs. The default is $75.
- Memo Requirements: Similar to Receipt Requirements, you can turn on the requirement for employees to include memos for their transactions.
- Editable Fields (Cardholder Coding): In the event cardholders need to adjust the automatically coded Expense Account, Department, and Location information on a per transaction basis you can enable the ability to do so (by default, they cannot).
- Additional Account Security: Ramp currently offers both Google and Okta SSO requirements to be turned on by Account Administrators (making it mandatory for all users).