Introduction to Homepage

Common questions

Can I switch back to the old inbox?

No, the new Homepage replaces Inbox to consolidate tasks and improve efficiency. You can still navigate to the inbox by clicking on the module.

Why don’t I see all my tasks?

The Homepage prioritizes key tasks .
Use filters to toggle between "All" and "My Expenses" quickly.

Can I customize my homepage view?

You can collapse any section you want - that collapse will persist until you re-open. Offer this tip if someone says their view is cluttered.

General overview

What is the homepage?

A new landing page for all Ramp users consolidating tasks and updates.
Replaces Inbox / MyRamp , integrating admin-related tasks.
Designed to improve task visibility, completion, and navigation .

Why is this important?

Efficiency : Centralized hub for outstanding tasks.
Task Completion : Helps users close books faster.
Communication : Scalable in-product updates.
Usability : Improved navigation and visibility.

Functionality

What will users see on the homepage?

Task Feed : Action items (e.g., approvals, missing items, draft submissions).
Spending Insights : High-level spending overview.
Navigation Links : Direct routes to key features.
Notifications (FYIs) : Alerts from Ramp Digest (e.g., payment received, budget updates).

How do banners work?

Used for urgent announcements, policy changes, required actions .
Dismissible or automatically hidden after 60 days .
Future use: Major promotions (post-GA).

How does the task feed work?

Displays assigned tasks (e.g., approvals, reimbursements, missing items).
Includes recommendations (e.g., sync ERP, optimize spend).
Shows drafts for in-progress actions.

Persistent quick accessto:

Physical cards (if applicable).
Accessible funds (up to 5 listed).
Pending objects (reimbursements, repayments, POs).

What are FYIs used for?

Informational updates, including:

Budget approvals/rejections.
Bank balance updates.
Employee additions.
Card terminations.
Clicking an FYI links users to relevant details.