Overview
Keeping track of your business's funds and amounts is very simple to do within Ramp and can be viewed on the Funds & virtual cards tab.
How it works
Monitoring my employees' funds and business limit
You can track the amount of all of your funds by navigating to the Funds & virtual cards tab within Ramp. Here you can see all of the virtual and physical funds that have been issued to each user. On the list view, you can see the funds:
- Title
- Cardholder's name & role
- Utilization
- Amount
- Funds
Business amount
This can be found under by navigating to Company > Statements & payments. Here you can see the current balance used, the total business amount, the next payment date, and your available cashback.
Ramp sends admins and owners emails when the business reaches 75%, 90%, and 100% of the business amount via email. Admins have the option to schedule payments automatically when their business hits a percentage of the threshold. You can find more information on automatic payments here: How do I make a payment to Ramp?