Issuing virtual cards and funds for different entities

Overview

At Ramp, we understand that your employees may often need to make purchases on behalf of a different entity within your business setup. Given that users are typically associated with one entity on the Ramp platform, we have built a solution to enable users to spend across multiple entities to make running your business easier!

How do I issue a virtual card or funds to a different entity?

The below steps highlight how to issue cards or funds to users across entities and update the corresponding currency if needed.

1. Navigate to Manage Spend -> Cards and issue a virtual card for the required user.
2. Once you have selected the user you will be presented with a message confirming “Transactions will clear and settle in <XXX>”
3. To override this currency, scroll down to ‘Transaction Coding Rules’ and change the entity to the desired entity, e.g., CA, if you wish to create a CAD-denominated virtual card or funds.
4. You will then see a notification confirming “Transactions will clear and settle in CAD.”

Please reach out to your Account Manager or [email protected] if you have any feedback or need help!