Ramp-only accounting fields
Overview
Ramp-only accounting fields let you collect accounting details in Ramp without creating matching fields in your ERP. Use them when you need internal coding values, such as project names or review attributes, that should stay in Ramp and not sync to your accounting provider.
If your business uses Universal CSV and you need fields for a CSV-based export setup, use UCSV | Adding and updating accounting fields instead.
Before you begin
You need admin access in Ramp to create or edit accounting fields. Before you set up the field, decide whether users should type a value manually or choose from a controlled list, because Ramp-only fields currently support free text and single select field types.
If you plan to use a single select field, prepare the option list before setup. Ramp's CSV upload flow can create the initial list for the field, and later bulk updates replace the current option list rather than merging with it.
Create a Ramp-only accounting field
Start from Accounting > Settings >Accounting fields. From there, you can create a field that lives only in Ramp.
- Click Add new field .
- Enter the field name you want users to see in Ramp.
- Choose the field type.
- If you choose free text , save the field.
- If you choose single select , click Download template , add the option list, upload the completed file, then save the field.
After the field is created, you can use Ramp settings to control how people interact with it in coding flows. If you need to guide users toward different options based on another field, use Conditional filtering.
Update options for a single-select field
To update an existing single-select field, go to Accounting > Settings >Accounting fields, select the field, and click Update options.
You can either add one value at a time or upload a replacement CSV. Use single-value updates for small changes. Use CSV when you need to add, remove, or revise a larger list of options at once.
Important: A CSV update replaces the current option list. Include any existing options you still want available before you upload the file.
Remove an option from a single-select field
You can remove individual options from a single-select field when they are no longer needed.
- Go to Accounting > Settings > Accounting fields and select the field.
- Find the option you want to remove and click the delete icon next to it.
- Ramp shows a confirmation dialog. If the option is currently assigned to any transactions, reimbursements, or bills, the dialog lists the affected items.
- Click Remove to confirm.
Note: Removing an option resets the field value on any items where that option was previously selected. Review the confirmation dialog to understand what will be affected before you proceed.
Where Ramp-only fields appear
Ramp-only fields appear anywhere Ramp surfaces accounting fields for coding and review, so your team can capture internal accounting details without adding those fields to the ERP. They stay in Ramp even when the related transaction, reimbursement, or bill syncs to your accounting provider.
You can also rename these fields in Ramp and add helper text for employees and reviewers. If a field is required in your coding workflow but users cannot fill it in, review the field's visibility and requirement settings in your accounting configuration and submission policies.
Frequently asked questions
Do Ramp-only accounting fields sync to my ERP?
No. Ramp-only accounting fields stay in Ramp and do not sync to your ERP.
What field types are supported?
Ramp-only accounting fields currently support free text and single select.
Can I update the options after I create a single-select field?
Yes. You can add options individually or upload a replacement CSV from Accounting > Settings >Accounting fields.
Can I customize the field name and instructions shown to users?
Yes. You can rename the field in Ramp and add helper text so employees and reviewers know how to use it.
What happens when I remove an option that is already assigned?
Ramp resets the field value on any transactions, reimbursements, or bills that had the removed option selected. Before you confirm, a dialog shows which items are affected so you can review the impact.
Can I hide a Ramp-only accounting field I no longer need?
Yes. You can hide a field so it no longer appears in coding flows. Go to Accounting > Settings >Accounting fields, select the field, and toggle its visibility off.