How to send automated reminders when receipts are overdue?
Short answer
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