Overview
Expense policies may require certain items that cardholders submit to have the expense approved. You may enable auto-lock on spend for your expense policies, which will give cardholders a selected number of days to submit their required items before their virtual card or allocated fund automatically locks. These items include receipts, memos, and QuickBooks/Sage/NetSuite/Xero requirements.
How it works
Once auto-lock is enabled, if a transaction with the submission policy is missing any required item after the allotted time, the virtual card or allocated fund 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 spend for a selected number of days, allowing them to gather and submit their requirements. Admins and managers can always snooze requirements on their own spend.
How to snooze requirements
You may follow these steps to Snooze Requirements from your Ramp Dashboard:
- Navigate to the Funds & cards tab
- Select the locked virtual card or allocated fund
- Select the number of days to snooze
- Click Snooze Requirements
The virtual card or allocated fund will be unlocked for the selected number of days. If it is still in violation, it will lock again in the selected number of days.