Expense policies may require certain items that cardholders must submit in order to have the expense approved. You may now enable Auto-Lock on cards for your expense policies, which will give cardholders a selected number of days to submit their required items under the policy. Items include: Receipts, Memos, and QuickBooks/Sage/NetSuite/Xero Requirements.
Once Auto-Lock is enabled, if a card with the submission policy is missing any required item after the allotted time period, the card is automatically locked.
If a cardholder needs more time to submit their required items, as an admin or the cardholder's manager, you may "Snooze Requirements" for the cardholder, which will unlock their card for a selected number of days, allowing them to gather and submit their requirements.
Admins and managers can always snooze requirements on their own cards.
- To "Snooze Requirements," from your Ramp Dashboard, go to the Cards tab
- Click on the locked card
- Select number of days to snooze
- Select "Snooze Requirements"
The card will be unlocked for the selected number of days. The card will lock again in the selected number of days if it is still in violation.