August 3, 2022

10 productivity hacks for Ramp cardholders

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For most people, submitting receipts is one of the most tedious parts of their jobs. Not to mention the hoops they need to jump through if they somehow misplace that receipt or, worse, had to put the team dinner on their personal card. 

But Ramp cardholders know there's a better way. Ramp’s expense reporting is automated, it’s efficient, and it never forces you to dig through the trash looking for a receipt.

Automatic receipt matching is just the beginning. There are so many other features that are unsung heroes in the world of Ramp. Below we lay out the path to becoming a power cardholder...can you check off all of these?

1. Get text reminders to submit your receipts

Add your phone number to Ramp and get a text after every purchase to submit your receipts ASAP—even if they are crumpled, blurry or in foreign currencies.

2. Turn on hands-free receipt capture

Take advantage of our Lyft and Gmail integrations to automatically submit the receipts you receive via those apps to Ramp.

3. Get to your cards with a single click

Your Ramp cards are at your fingertips with our Chrome extension. Easily populate your card information when making purchases on the web. You can even check your company’s travel policy through the extension when booking airfare and lodging.

4. Control charges on your cards, down to the merchant level

Request vendor-specific cards to prevent against fraud and ensure your work isn’t compromised even if your card is.

5. Forward receipts from any email address

Delegate your personal email address for email receipt forwarding so Ramp knows if you sent a receipt from your personal account to Ramp. We’ll even detect if you forward a receipt from your personal email to your work email and automatically nudge you to set this up.

6. Pay with Apple and Google Wallet

Add your virtual cards to your Apple/Google Wallet to easily access them on the go.

7. Delegate a co-pilot to save even more time

Give your assistant co-pilot permissions to help manage your expenses within Ramp.

8. Quickly check your company's policies

Find your team’s employee handbook in Ramp to make sure you’re up-to-date on what your expense and travel policies look like.

9. Easily bump up your spending limits

Need a few extra dollars this month to get your work done? No problem—simply request a temporary spend increase on your card. Your finance team gets a text and can update on the card level. 

10. Submit your expenses on the fly

Avoid your card being locked by texting receipts, memos, and other necessary information as soon as the transaction occurs.

If you checked seven or more of these, you’re well on your way to becoming a Ramp power cardholder! If you have any questions, reach out to the Ramp team for quick help by emailing [email protected].

Customer Education Manager, Ramp

Jessy is the Customer Education Manager at Ramp focused on educating & enabling customers with best practices at scale. She was born and raised in Chicago and has spent the last 6 years working in customer-facing technology roles while living in San Francisco.

FAQs

How Crossbeam saved $10K+ with Ramp Price Intelligence

“Right now, I text a group of colleagues and search online—but being able to know within a 5% variance that we are solid on pricing? That gives me peace of mind."
Matt Dougherty, Senior Director of Finance, Crossbeam

How Clearbit closed the books >60% faster with Ramp + NetSuite

“Before Ramp, our month-end close took approximately 10 days. Now it takes three to four days—it's unbelievable.”
Kay Coolican, Accounting Manager, Clearbit

How Ramp helped Webflow lay a foundation for sustained growth

“This product allows us to enable our employees to be full-time right away, Ramp allows us to onboard people quicker, it allows us to get them the tools they need, which in many cases they need to be able to spend in order to grow.”
Ivan Makarov

How Candid expanded internationally with Ramp

“Ramp found over $250,000 in savings right out of the gate. That is far more valuable than any points program.”
Nick Greenfield, CEO, Candid

How FirstBlood’s switch to Ramp sped up their monthly close

“If I code one transaction with a certain vendor, Ramp knows. It makes suggestions based on past transactions. It just works.”
Kyle Potter, CFO, FirstBlood

How Elementus overhauled its spend management with Ramp

“The fact that I can have an expense, match it with a receipt immediately, upload it, and then integrate it into QuickBooks is a godsend.”
Matt Austin, Vice President of Operations, Elementus

How Eight Sleep consolidated their finance stack and launched a new product with Ramp

“Identifying the invoice, finding it in Ramp Bill Pay, and flexing it from there, takes all of one minute…it’s only a few clicks and you’re done.”
Irish Rose, Controller, Eight Sleep

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