How do edit the Accounting Category of a transaction?
Admins can edit any accounting field for any transaction easily by clicking into the transaction and scrolling down to the Accounting section. You can select a category, edit Ramp departments/locations/merchants and even set up rules with your downstream accounting system.
What to do when the field is disabled
When a transaction is already synced / exported, you can't edit the accounting category. Ramp does this so that you do not have different sources of truth between Ramp and your downstream accounting system.
- If the transaction was synced, you can simply edit the accounting category in your accounting system.
- If the transaction is not yet synced, you can "mark as not synced" by visiting your accounting tab and clicking into the sync history (https://ramp.com/accounting/sync-history) - this will enable you to edit the transaction and sync it again.