Ramp automatically pulls your chart of accounts from your accounting provider in order to properly categorize Ramp transactions. Since not all chart of accounts are relevant for credit card transactions, it is best practice to exclude some accounts from being visible on Ramp. On Ramp, you can filter visibility globally for all users, or at a more granular level per department. Here's how:
- As an Admin or Bookkeeper, visit your Accounting settings: https://app.ramp.com/accounting/manage
2. Click on "Manage Accounting Fields"
3. Click on the "Filter and Rename" Icon as shown in the image below. You can access the filtering and renaming page for any accounting category we pull in from your accounting provider.4. Toggle on/off the accounting options you want visible on the Ramp platform. Accounts that are toggled off will not appear in the category drop-downs on Ramp. If you'd like, you can toggle visibility at a more granular level per department.
Additionally, you can rename any accounting option on Ramp to make it more seamless for your team to find and code transactions. If you click on the rename icon next to the toggle, you can choose to rename an accounting option to another value. This will not affect values in your ERP. It is simply a display name on Ramp.