With Ramp, you can define a threshold above which receipts and/or memos will be required when submitting expenses. For some merchants however, you may not want to ask a receipt for every transaction. These include recurring charges like SaaS or ongoing transactions like advertising. Now you can exclude them from requiring receipts or memos within your Expense Policy. You'll still see notifications and alerts on unusual spend and savings opportunities.
You can allow select merchants to be submitted without required items.
- From your Ramp Dashboard, go to: Settings -> Expense Policy
- From Expense Policy, click on Global Approvals and Restrictions (under Spend Guidelines)
- Scroll to the "Auto-Approved Merchants" section
- Add desired merchants to the list
These merchants will be exempt from policy requirements. This will also apply retroactively. In other words, receipts needed for these merchants for older transactions will also be dismissed. Finally, when dismissing the need for a receipt in the transaction modal, you will be prompted to exclude the merchant from all receipts and memos going.