Ramp Administration

Introduction

This document serves as documentation of administrative management of the Ramp platform.

General Management

Cards

Changing Limits

Go to Cards
Click on card to change
At the bottom of the new screen, click Edit
Update Amount
Save Changes

Locking Cards

Go to Cards
Select card to lock
At the bottom of the new screen, click Lock
Card will update with locked information
Can be unlocked the same way
History of locking etc. can be found under card Activity section

Policies

From left hand menu, click Settings
From the drop down menu, select Expense Policy
Select which section you want to review and/or make changes to:
- Approvals: Change who approves reimbursement requests, card requests, etc.

Submitting Expenses: Transaction Requirement is where all policies on what must be submitted for each transaction. VERY IMPORTANT.

Spend Guidelines: Set travel policies/restrictions, when and who should be notified of large transactions, out of policy terms, etc.

Default Accounts

Accounting > Settings > Manage Accounting Fields
Click on edit icon next to Category: Chart of Accounts
Under QuickBooks Category options > Which options should be visible or renamed? click edit icon
Turn on and off any categories should be included as options for QuickBooks Category on all transactions

Account Mapping

Accounts > Settings > Accounting Automation
Click the edit icon beside either option
Two ways to map:
- Ramp Merchant > QuickBooks Category
- Ramp Category (which is informed by the credit card company and vendor) > QuickBooks Category

Reimbursements

All Gradient Staff should follow the instruction on the How to Use Ramp handbook page for all reimbursement submissions.

The designated approver will receive an email that there is a reimbursement to approve.
- Designated approver is set under the Policies (see above).
Follow the link from the email to review and approve the reimbursement request(s).