Overview
Ramp's Spend programs feature allows your company to create a set of funds controls, and issue those funds to your employees at scale. Spend programs make it easier than ever to onboard new employees and manage cards and funds packages (like well-being, per diem, WFH stipend, etc.).
Jump to:
- Creating and editing spend programs
- Spend program settings
- How to remove a spend program
- Frequently Asked Questions (FAQs)
Creating and editing spend programs
- In your navigation pane, click spend programs.
- Click on new spend program, or choose an existing spend program to edit
- Fill in and edit the program's required settings, such as a name, description, thumbnail, funds issuing, amount, frequency, and more (more settings details below).
- Click create spend program, and you're all set!
- After the program is created and you'd like to add additional users, you can click into the spend program from the main spend program page, and under the Access and issuing page, specify additional users in the Who's it for? field. You may assign to specific users, by location, or by department.
Spend program settings
When creating or editing a spend program, you'll have a few different options for settings.
Below is a quick walkthrough of each setting:
Program name, description, and thumbnail - the program's name and thumbnail will be shown to users, so give your spend programs some details that help users understand what the funds are for.
Issue by default to new users - updating this setting will ensure that funds from this program is auto-matched to the users you specify by department, location, or all employees added to your Ramp account, regardless of role (for more info about inviting new users, check out this article).
Allow users to request cards or funds for this program - updating this setting will allow users you specify by department, location, or all employees to request funds that are tied to this Spend Program (for more info about requesting funds, check out this article).
Funds basics, controls, and expense policy - these settings mirror regular funds settings, such as enabling linking to a physical card, allowing reimbursements to be submitted to the program, and can be configured in the same way (see Controlling spend with Ramp funds and cards for more info).
How to remove a spend program
Beginning from the Spend programs tab, select the desired program and click the three little dots in the bottom right corner. Click the option to Delete the spend program, type in DELETE, and then click Delete program.
Note: Ensure no funds are attached prior to attempting to delete a spend program.
Frequently Asked Questions (FAQs)
Can I link or detach existing funds to or from a spend program?
Yes! Just head to the funds you want to spend from, click the edit icon, and scroll down to where it says add to program. Similarly, you can select detach from program if the funds are currently spent from.
Can cardholders request edits to their funds, if the funds are part of a spend program?
Yes, cardholders can request edits to their funds if they are part of a spend program. However, only an admin or card manager can edit these funds, which they can do directly in the Funds section of their Ramp account.
What happens to the limit balance when I change the limit reset frequency?
If a program's frequency is changed from quarterly to monthly and there were transactions in the most recent month (starting at the top of the month), those transactions will still count against the limit. If there were no transactions in the most recent month, the new balance will be $0.
Who can request a spend program?
Any cardholder can request from any spend program in their list when they go through the request spend flow. Admins, managers, and bookkeepers can request from a spend program on behalf of another user.
Do we notify users when updating a spend program?
No, we do not.