Resolve “Configure to sync” for reimbursements

Overview

If reimbursements, such as mileage or out-of-pocket expenses, appear under Ready to sync but the action is Configure to sync instead of Sync all, Ramp needs one or more accounting settings before it can sync them.

This guide explains which settings can cause this message and how to complete the configuration.

Why Ramp shows “Configure to sync”

Ramp shows Configure to sync when a business entity is missing a required reimbursement setting. Depending on your accounting integration, this can be a subsidiary, reimbursements payable account, or reimbursements cash account.

Ramp checks these settings separately from whether a reimbursement is ready to sync.

The available accounts and account types depend on your accounting integration.

Resolve “Configure to sync”

Complete required settings in Ramp

You need permission to edit accounting sync settings. If Configure to sync is disabled, contact a Ramp Admin at your company for access.

1. Open Ready to sync and click Configure to sync.
2. Complete the required reimbursement settings shown for the business entity.
3. Click Save changes.
4. Return to Ready to sync and click Sync all to try syncing the reimbursements again.

If a reimbursements payable account does not appear

For the reimbursements payable-account setting, Ramp only shows accounts that your accounting integration makes available. Supported account types include:

• QuickBooks Online and QuickBooks Desktop: Accounts Payable accounts
• Workday Financial: Liability GL accounts
• Microsoft Dynamics 365 Business Central: Liability GL accounts that allow posting and direct posting
• SAP S/4HANA: GL accounts

If your integration is not listed, ask the person who manages your accounting integration to confirm its payable-account setup requirements. Once an eligible account is available, return to Ramp and select it in your reimbursement settings.