Ramp Vendor Portal

Overview

Ramp's Vendor Portal allows vendors who receive bill payments to easily manage and track those payments.

• Simplifies payment tracking for vendors.
• Provides a central location for managing receivables.
• Allows for quick updates to company and payment information.

Ramp's Vendor Portal streamlines the management of payments received from companies using Ramp's Bill Pay feature. It provides vendors with the ability to track payment progress, update company information, and manage bank account details for receiving payments.

Vendor Portal Process

Optional Vendor Account Creation:

• • You have the option to create a vendor account to manage and track your payments.
  • Note: Creating an account is optional and not required to receive payments.

Draft Bill Creation and Notification:

• • When a company wants to pay you for a service or product, they begin by creating a draft bill.
  • You will receive an email notification about the incoming payment.
    

Tracking Payments:

• • Once your account is created, you can view pending bill payments and track their progress.
    
  • Additional bills paid to you by other companies using Ramp will also appear in the portal.
    

Adding New Accounts

You can invite multiple users to have access your Vendor Portal account.

• • To invite others, click on the 'People' drawer in the portal navigation on the left side of the screen, then click 'Invite People' button at the top right of the screen.
  • Enter the email addresses of the people you would like to invite. An email invite to join your Vendor Portal will be sent to this account. Then click 'Send Invite'.
  • To check the status of sent invites, click 'Pending Invites' where you can either 'Resend' or 'Revoke' a sent invitation.

Managing Payment Accounts:

• • You can add multiple bank accounts to receive your ACH payments, and also select which payment details are shared with specific customers. 
  • Under the 'Company profile' tab, click 'Payment details' to access your payment accounts.
  • To add an additional payment account, click 'Add an account' and enter your account details.
  • To share specific payment account details with a specific customer, click 'Share with customers' and select the customer. Then click 'Add' and 'Confirm'.
    
    • You will then be able to see if the customer has 'Accepted' the payment details, or whether this update is 'Pending' or they have 'Rejected' these new details.
    • If the status is 'Rejected' you can re-send payment details by clicking the 'Resend' arrow.
    • Note: a customer will need to accept your payment detail updates before these new changes take effect for their payments.

Updating Company Information:

• • Navigate to the home page of your Vendor Portal.
  • Go to 'Company Profile'.
  • Edit the necessary information - you can edit your company's information, edit/add bank accounts for receiving payments, edit tax information, and your discoverability 
  • You can add multiple bank accounts but must select one as the default account for receiving bill payments.
    

Frequently Asked Questions (FAQs)

1. Do I need to create an account to receive payments?
   • No, creating an account is optional. It is a tool to help you keep track of receivables.
2. How will I be notified of an incoming payment?
   • You will receive an email notification whenever a company creates a draft bill to pay you.
3. I signed up, but how do I access this later as a vendor?
   • Enter your email here to log into your existing vendor portal account.
4. Can I update my bank account details?
   • Yes, you can update your bank account details through the 'Update Company Profile' button in the Vendor Portal. Note that only one bank account can be selected as the default at a time.
5. Can I track payments from multiple companies using Ramp?
   • Yes, all payments made by any company using Ramp will be available to track in your Vendor Portal.