Overview
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 via the Slack integration.
Jump to:
Cardholders
To request a temporary card limit change:
- Select the card you want to request a change for
- Click “Edit”
3. Under “Amount”, type in your requested amount
4. Toggle on "Reset at the end of the current period"
5. Select “Save changes”
6. Add request details on the next panel
7. 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.
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 automatically be brought to your attention and can be approved or rejected in (1) your dashboard or (2) via the Slack integration.
Approving temporary card limits in the dashboard
- Navigate to “Card requests” > “Pending” in your dashboard
- Click on the card request
- Note: You can toggle the green switch to choose between a temporary (default) or permanent change for the cardholder
-
Click “Reject” or “Approve & update card”
Approving temporary card limits via 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:
- Approve & Issue Card
- Approve w/ Temporary Limit
- Reject
Applying temporary card limits in the dashboard (without a request)
To create a temporary card limit change:
-
Select the card you want to change (under My Ramp for your card, and the Cards tab for users)
-
Click "Edit"
-
Under "Amount," type in your new amount
-
Set the frequency
-
Toggle green "Reset amount limit change at the end of the current period" for the amount to be affected for the frequency you entered temporarily
-
Save changes
Admins and owners will be able to make these changes immediately unless you are editing your card AND separation of duties is enforced in the company expense policy