Ramp already automatically pulls fields from your integrated accounting system. Now, to help make accounting even easier, you can set values to those fields based on the card used. For example, have a card named "Lunch Card"? You can automatically pre-fill your project code and classification for all transactions for that card.
How to Set Up:
The accounting rules you set up will be tied to certain cards. This means that you can set accounting rules whilst:
- editing existing cards
- creating cards
- requesting cards
- inviting users with preset cards
1. Click on an existing card or create a new card to start editing required fields for cards
2. For new cards, head to card rules and add the fields that will be automatically set for that card
3. For existing cards, click on that card and head down to Expense submission. From there, click on Add, and you'll be able to set your accounting fields for that card.
Please note that if you are editing an existing card, all previous transactions made on that card will be updated to follow the new rules.