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Temporary Card Limits

Ramp is designed to be flexible with changes in your business spending. If an upcoming event (such as a team offsite) requires additional spend in the current card cycle, cardholders may temporarily change their card limit. 

Temporary changes to the spend limit will automatically reset to the default at the start of the next card cycle. This feature is available both on the dashboard and the Slack integration.

 

Jump to:

1. General Cardholders

2. Owners, Admins, and Managers

 

General Cardholders

    To request a temporary card limit change:

  1. Navigate to “My Cards” on your Ramp dashboard
  2. Select the card you want to request a change for
  3. Click “Edit Card”

Screen_Shot_2022-05-02_at_12.12.00_PM.png

 

     4. Under “Amount”, type in your requested amount

     5. Toggle for whether you are requesting a temporary change (default) or permanent change

     6. Select “Save Changes” when ready

 

Screen_Shot_2022-05-02_at_12.39.42_PM.png

 

      7. Add request details on the next panel

      8. Select “Send Request” when ready

That’s it! Your request has been sent to your approval chain and is reflected in your card panel. You will receive an email notification once the limit is approved or rejected.

 

Screen_Shot_2022-05-02_at_12.15.57_PM.png

 

Note: For general cardholders, edit requests cannot be edited after submission. Once the temporary limit change is approved or rejected, you may send another request for a new temporary limit or a new permanent limit.

 

 

Admins, Owners, and Managers

Temporary card limit change requests will appear automatically and can be approved or rejected in (1) your dashboard or (2) the Slack integration.

 

    Approving Temporary Card Limits in the Dashboard

  1. Navigate to “Card Requests” > “Pending” in your dashboard
  2. Click on the card request 
  3. Optional: Toggle the green switch to choose between a temporary (default) or permanent change for the cardholder
  4. Click “Reject” or “Approve & Update Card”Screen_Shot_2022-05-02_at_12.27.17_PM.png

    Approving Temporary Card Limits in the Slack Integration

If you have the Slack integration installed in your workspace, you will receive a notification from Ramp when limit change requests are made. You will have these 3 options to select from:

  1. Approve & Issue Card
  2. Approve w/ Temporary Limit
  3. Reject

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    Applying Temporary Card Limits in the Dashboard

To create a temporary card limit change for your own account or for other users:

  1. Navigate to “My Cards” on your Ramp dashboard
  2. Select the card you want to change
  3. Click “Edit Card”
  4. Under “Amount”, type in your new amount
  5. Toggle for whether you are creating a temporary change or permanent change (default)
  6. Select “Save Changes” when ready

Admins, owners, and managers may change the temporary limit on a card by editing the card again with the toggle on (green).Admins, owners, and managers can disable the temporary limit on a card and reset it to its original limit by flipping the green toggle off and hitting “Save Changes”.