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. Open Issue card or funds.
2. Select General expenses to issue funds, or select Virtual card to issue funds with a unique virtual card number.
3. Select the user, then select the desired entity in the Entity field.
4. Ramp selects the entity's default issuing currency. For example, selecting a Canadian entity with CAD as its default issuing currency selects CAD.
5. If the entity supports more than one issuing currency, select the currency you want to use.

Please reach out to your Account Manager or submit a support request if you have any feedback or need help.