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  1. Ramp
  2. Guides by topic
  3. Expense policy and receipts

Expense policy and receipts

  • Ramp Receipt Auto-Capture

    Overview Ramp’s receipt capture functionality allows Ramp to automatically submit a request on y...

  • Conditional coding in submission policies

    Businesses can now add flows like “If the Accounting Category is `Client Expenses`, then require...

  • Simplified Workflow Builder FAQ

    Overview The Simplified Workflow Builder is a new experience designed to make managing approval w...

  • Missing Receipt Affidavit FAQ

    Overview The Missing Receipt Affidavit feature allows users to generate a signed affidavit when...

  • Submission policies

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • Set up your expense policy

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • Reviewing transactions from Ramp cards

    Overview For companies that require additional review of transactions, whether for compliance or ...

  • Setting up spend request approvals

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • Spend guidelines: Alerts and flags

    Overview Ramp allows managers and finance teams to enforce spend policies on all funds. Here is a...

  • Flagging transactions: Accidental purchase, fraud, and out of policy

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • Accidental or personal charges on Ramp

    Overview We get it - this happens! Ramp makes it easy to correct an accidental, personal, or out-...

  • Automatically lock cards and funds

    Overview Ramp allows finance teams to automatically lock cards and funds if an employee fails to...

  • Setting up expense approval policies for transactions and reimbursements

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • Automatically flag transactions with policy rules

    Overview With policy rules, Ramp becomes the 24/7 policy enforcer, freeing up admins and manager...

  • Auto-generated receipts

    Overview Ramp can auto-generate digital versions of paper receipts on the customer's behalf. Ramp...

  • Submitting receipts and memos for your Ramp funds

    Overview Ramp offers multiple ways for you to submit receipts and memos for transactions on Ramp ...

  • Set up your spend approval policies

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • Ramp verified receipt

    Overview Ramp automatically verifies that the submitted receipts match the corresponding transact...

  • Downloading receipts

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • 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 ...

  • Excluding merchants from receipt and memo requirements

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • Requiring employees to code their own transactions

    Note: This article primarily applies to Ramp Administrators.Cardholders may find other articles ...

  • How to automatically forward receipts to Ramp

    Overview Ramp automatically matches the receipts you send to receipts@ramp.com to your transactio...

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