UCSV | Adding and updating accounting fields

Overview

If you're using Ramp's Universal CSV (UCSV) accounting integration, you can easily add additional accounting fields and field options! This article covers how to do that.

Note: This article applies to UCSV. If your business uses a direct accounting integration instead, you may still see an Accounting fields surface, but the create and upload flow in this article does not apply. See Overview of Ramp Accounting.

If you do not see accounting fields

Direct accounting integration: This article is for UCSV. If your business uses a direct accounting integration, Ramp pulls fields from your accounting provider, so you do not use this UCSV field-creation or CSV upload flow. Use Overview of Ramp Accounting for that flow.

Current UI path: In the current UI, Accounting fields opens from the Accounting page's Settings drawer rather than from a standalone settings page. Start from Accounting > Settings >Accounting fields.

Role or permission access: If you still do not see Accounting fields, or if you can open it but cannot add or edit fields, your role may not include the required accounting settings access. Ask a Ramp Admin to update your access or complete this setup for you. If your business uses custom roles, see Customize role permissions and Editing a user's role.

Add a new accounting field

To add a new field altogether, go to Accounting > Settings >Accounting fields, then follow the steps below:

1. Click Add new field .

2. Enter a name for the field.

3. Choose a field type
   Note: Ramp supports free textand single select fields. Free text fields can simply be saved at this point since there is no need to pre-load values.

   

   Single select fields can be added by proceeding to the next step

4. Click Download template .
   

5. After using your desired spreadsheet editor to fill in the values for this field, upload the template and save.

Adding a new field value

If you need to add a new field value for an existing field, go to Accounting > Settings >Accounting fields. From there, you can either add one value at a time or upload a full replacement list.

Add new field options one at a time

1. Click Edit next to the field you want to update.
2. Click Update options .
3. Click Add new option .
4. Provide a name and ID for your new option.
   

Upload a new list of fields (bulk update)

1. Click Edit next to the field you want to update.
2. Click Update options .
3. Click Update via CSV .
4. Download and make the desired changes to the CSV.
   Note: Using this method will replace the entire list, so historical field options will need to be included if you want to keep these field options.

1. Upload the new CSV.
2. Confirm the changes in Ramp.