August 3, 2022
How-to

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].

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Jessy Stent
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.

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Streamline approvals.
Review requests, pre-approve expenses, and issue general expense cards in a few clicks – or directly in Slack. Delegate approvals and empower your team leads to spend on the things they need and control their team’s expenses.
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Issue instant cards.
Unlimited virtual and physical cards with built-in spend limits, instantly available for everyone in your team. Define spend rules and let your smart cards enforce your policies automatically. No more surprises or under-the-radar spending.
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See spend as it happens.
Stop waiting on monthly statements or manual spreadsheets. Find, browse, and download real-time transactions from any employee, department, or merchant – on any device.
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Close your books 5x faster.
An accounting experience by finance teams, built for speed and efficiency. Automate manual processes and start enjoying instant reconciliation – Ramp does all the heavy lifting.
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Trim wasteful spend.
Ramp analyses every transaction and identifies hundreds of actionable ways your company can cut expenses and alerts your team via email, SMS, or Slack. It’s like having a second finance team, laser-focused on cutting costs.
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Consolidate reimbursements.
Ramp makes it easy to reimburse your employees for any incidental out-of-pocket expenses. Review, approve, and pay employees back for anything that didn’t make it onto a card with the rest of your Ramp transactions.
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