October 6, 2022

Tips and tricks for Ramp admins: Supercharge your workflows

Jump to sections
Spending made smarter
Easy-to-use cards, spend limits, approval flows, vendor payments —plus an average savings of 3.5%.
Get fresh finance insights, monthly
Time and money-saving tips,
straight to your inbox
Thanks for signing up
Oops! Something went wrong while submitting the form.

As busy human beings, we often just scratch the surface of most products we use. For example, did you know you can auto-enable a work mode feature on iPhones to turn off notifications during the workday? 

We often hear from delighted Ramp admins when they discover a nifty feature on the platform. In this article, we thought we’d call out some of these features so you can stop spending time on manual tasks that don’t drive your business forward.

How many of these features are you taking advantage of?

1. Enable receipt-capture integrations to eliminate the need for expense reports

Enable the Gmail and Amazon for Business integrations to help capture your team’s receipts in the background so it’s one less thing to worry about.

“Chrome browser, Gmail integration and Amazon integration make for easy receipts matching that saves our employees time.” - Kacie M

2. Integrate your HRIS provider for easier user management

Integrate your HRIS provider with Ramp to automatically update employees’ location and department changes.

3. Add expense policies to Ramp for easy reference

Add your team’s expense policy to your settings in Ramp so employees can easily access and reference it.

4. Input your travel policy to control T&E spend

Add your team’s travel policy to Ramp so your team can access it via the Ramp Chrome extension or mobile app when booking flights and lodging.

5. Set up bill pay to process your invoices in minutes

Set up Ramp Bill Pay for one-click bill creation with precise details extracted, similar line items consolidated for GL coding, and vendor bank account numbers auto-collected.  

6. Designate a co-pilot

Assign a co-pilot to help manage expenses within Ramp.

7. Create alerts to stay on top of key transactions

Set alerts to keep track of transactions that meet specified criteria in addition to your out-of-flag rules. This helps to ensure the right people are still kept in the loop when transactions within a certain category, merchant or department exceed a specific amount without running into bottlenecks.

8. Check out partner rewards to reduce your vendor costs

Take advantage of partner rewards that offer over $350,000 in savings.

If you have any questions on setting these up or best practices, 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.


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

Get started for free

Cards, expenses, bills, and accounting – beautifully reimagined by experts to save you time and money.
Error Message
No personal credit checks or founder guarantee.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.