Update your policy on the fly during expense review
When Ramp's Policy Agent flags an expense you believe should be allowed, you can update your policy directly from the review flow — no need to leave the approval or fix it later.
Available on Ramp Plus. See Ramp Plus overview for plan details.
Who can use this
- Admins reviewing flagged transactions and reimbursements can edit their policy directly.
- Reviewers can propose edits, which later populate as policy suggestions.
How it works
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Press Approve on an expense marked out of policy.
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When asked why you are approving the expense, choose "Policy is wrong" if the assessment is incorrect and your policy simply needs to change to match.
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Review the suggested policy update. Ramp shows a focused view of exactly what would change.
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Decide what happens next based on your role:
- Admins: choose Update to update your policy now. If Skip for now appears, choose it to save the suggested update for later. Otherwise, choose Discard to continue without saving it.
- Reviewers: submit your proposed edit, which is saved as a policy suggestion for an Admin to review rather than applied directly.
Your approval continues after you update, save for later, discard, or propose an edit. Skipped or proposed edits can be surfaced later through policy suggestions.
Good to know
- Updating your policy changes it going forward. Ramp pauses the approval while an Admin reviews and submits a generated policy update. Policy updates that change or remove rules cited in assessments from the last 30 days can re-evaluate related outstanding expenses.