Temporary changes to spending limits on your card or funds

Overview

Ramp is designed to be flexible with changes in your business spending. Suppose an upcoming event (such as a team offsite) requires additional spend in the current card cycle. In that case, cardholders may temporarily change the maximum amount available to spend on their cards or funds. 

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

Jump to:

• Overview
• Cardholders
• Admins, Owners, and Managers
  • Approving temporary limits changes in the dashboard
  • Approving temporary limits changes via the Slack integration
  • Applying temporary limits changes in the dashboard (without a request)

Cardholders

To request a temporary limit change:

1. Select the card or funds you want to request a change for
2. Click “Actions” > "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 cards and funds 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 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 limits in the dashboard

1. Navigate to “Funds and Cards” 
2. Click the “Requests” button in the upper righthand corner
3. Click on the limit change request 
4. Note: You can toggle the green switch to choose between a temporary (default) or permanent change for the cardholder
5. Click “Reject” or “Approve & update”

Approving temporary 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:

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

Applying temporary limits in the dashboard (without a request)

To create a temporary limit change:

1. Select the card or funds you want to change (under My Ramp for your card and funds, and the Funds & Cards tab for users)

2. Click "Actions" > "Edit"

3. Under "Amount," type in your new amount

4. Set the frequency

5. 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

6. Save changes

Admins and owners will be able to make these changes immediately unless you are editing your card or funds AND separation of duties is enforced in the company expense policy