How to send automated reminders when receipts are overdue
Ramp automatically reminds employees when receipts are missing past the deadline you set in your expense policy. This takes the manual work out of following up and ensures that cardholders are prompted directly with what they need to do.
Each reminder includes the transaction details and a link where the employee can upload the receipt. If the receipt still is not uploaded, the task can be escalated to the employee’s manager for additional follow-up.
How to set up receipt reminders on Ramp
- Set receipt deadlines
- Go to Settings > Expense Policy
- Choose how many days employees have to upload a receipt after a transaction posts (for example, 7 or 14 days)
- Save your policy
- Automatic reminders
- If an employee hasn’t uploaded a receipt by the deadline, Ramp automatically emails them with the transaction details and a link to upload the receipt
- Employees can attach the receipt directly in Ramp, reply with a photo, or forward a receipt email to their Ramp account
- Escalation to managers
- If employees ignore reminders, Ramp can escalate missing receipts to their managers
- Managers see a list of outstanding items for their team and can follow up directly
4. Finance visibility
- In the Ramp dashboard, admins can filter by “missing receipts” to see unresolved transactions
- Each transaction shows whether reminders have been sent and whether it has been escalated to a manager
“Ramp is the only vendor that can service all of our employees across the globe in one unified system. They handle multiple currencies seamlessly, integrate with all of our accounting systems, and thanks to their customizable card and policy controls, we're compliant worldwide.” ”
Brandon Zell
Chief Accounting Officer, Notion
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Sarah Harris
Secretary, The University of Tennessee Athletics Foundation, Inc.
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Director of Finance, City of Mount Vernon
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Lily Liu
CEO, Piñata
“With Ramp, everything lives in one place. You can click into a vendor and see every transaction, invoice, and contract. That didn’t exist in Zip. It’s made approvals much faster because decision-makers aren’t chasing down information—they have it all at their fingertips.”
Ryan Williams
Manager, Contract and Vendor Management, Advisor360°
“The ability to create flexible parameters, such as allowing bookings up to 25% above market rate, has been really good for us. Plus, having all the information within the same platform is really valuable.”
Caroline Hill
Assistant Controller, Sana Benefits
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James Hardy
CFO, SAM Construction Group
“We’ve simplified our workflows while improving accuracy, and we are faster in closing with the help of automation. We could not have achieved this without the solutions Ramp brought to the table.”
Kaustubh Khandelwal
VP of Finance, Poshmark
