Expense policy and receipts
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Conditional coding in submission policies
Businesses can now add flows like “If the Accounting Category is `Client Expenses`, then requir...
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Simplified Workflow Builder FAQ
Overview The Simplified Workflow Builder is a new experience designed to make managing approval w...
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Missing Receipt Affidavit FAQ
Overview The Missing Receipt Affidavit feature allows users to generate a signed affidavit when...
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Submission policies
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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Set up your expense policy
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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Transaction reviews
Overview For companies that require additional review of card transactions, whether for complianc...
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Setting up spend request approvals
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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Spend guidelines: Alerts and flags
Overview Ramp allows managers and finance teams to enforce spend policies on all card spend. Here...
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Flagging transactions: Accidental purchase, fraud, and out of policy
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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Accidental or personal charges on Ramp
Overview We get it - this happens! Ramp makes it easy to correct an accidental, personal, or out-...
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Automatically lock cards
Overview Ramp allows finance teams to automatically lock cards if an employee fails to submit th...
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Setting up expense approval policies for transactions and reimbursements
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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Automatically flag transactions with policy rules
Overview With policy rules, Ramp becomes the 24/7 policy enforcer, freeing up admins and manager...
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Auto-generated receipts
Overview Ramp can auto-generate digital versions of paper receipts on the customer's behalf. Ramp...
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Submitting receipts and memos for your Ramp card
Overview Ramp offers multiple ways for you to submit receipts and memos for transactions on Ramp ...
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Set up your spend approval policies
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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Ramp verified receipt
Overview Ramp automatically verifies that the submitted receipts match the corresponding transact...
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Downloading receipts
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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What to do if you're missing a receipt
Overview If you are missing a receipt for a particular transaction, our system allows you to let ...
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Excluding merchants from receipt and memo requirements
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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Requiring employees to code their own transactions
Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...
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How to automatically forward receipts to Ramp
Overview Ramp automatically matches the receipts you send to receipts@ramp.com to your transactio...