Tips and tricks for Ramp admins: Supercharge your workflows
- 1. Enable receipt-capture integrations to eliminate the need for
- 2. Integrate your HRIS provider for easier user management
- 3. Add expense policies to Ramp for easy reference
- 4. Input your travel policy to control T&E spend
- 5. Set up bill pay to process your invoices in minutes
- 6. Designate a co-pilot
- 7. Create alerts to stay on top of key transactions
- 8. Check out partner rewards to reduce your vendor costs
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].
“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
“Our previous bill pay process probably took a good 10 hours per AP batch. Now it just takes a couple of minutes between getting an invoice entered, approved, and processed.”
Jason Hershey
VP of Finance and Accounting, Hospital Association of Oregon
“When looking for a procure-to-pay solution we wanted to make everyone’s life easier. We wanted a one-click type of solution, and that’s what we’ve achieved with Ramp.”
Mandy Mobley
Finance Invoice & Expense Coordinator, Crossings Community Church
“We no longer have to comb through expense records for the whole month — having everything in one spot has been really convenient. Ramp's made things more streamlined and easy for us to stay on top of. It's been a night and day difference.”
Fahem Islam
Accounting Associate, Snapdocs
“It's great to be able to park our operating cash in the Ramp Business Account where it earns an actual return and then also pay the bills from that account to maximize float.”
Mike Rizzo
Accounting Manager, MakeStickers
“The practice managers love Ramp, it allows them to keep some agency for paying practice expenses. They like that they can instantaneously attach receipts at the time of transaction, and that they can text back-and-forth with the automated system. We've gotten a lot of good feedback from users.”
Greg Finn
Director of FP&A, Align ENTA
“The reason I've been such a super fan of Ramp is the product velocity. Not only is it incredibly beneficial to the user, it’s also something that gives me confidence in your ability to continue to pull away from other products.”
Tyler Bliha
CEO, Abode
