October 6, 2022
How-to

Tips and tricks for Ramp admins: Supercharge your workflows

,
,

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]

Error Message
Thank you! The template will now be downloaded!
Oops! Something went wrong while submitting the form. Please try refreshing the page.

Error Message
Thank you! The template will now be downloaded!
Oops! Something went wrong while submitting the form. Please try refreshing the page.

Learn how Ramp strengthens your finances

Error Message
No personal credit checks or founder guarantee
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Jessy Stent
Customer Education Manager at 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.

More Resources
View All
No items found.
View All
FAQs
Meet our customers

How we help Candid establish a global presence

How we help FirstBlood close their books 150% faster

How we help Elementus save 80 hours per month

How we helped Eight Sleep launch a new product with Ramp Flex

How we helped Causal save 10 hours/month closing the books with Ramp

How we helped Bubble streamline operations and save $90k+ with Ramp Bill Pay

How we helped WizeHire save over $100k in annual SaaS spend with Ramp

See how Ramp helps different industries save time and money

No items found.

Learn more about Ramp

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.
Learn more
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.
Learn more
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.
Learn more
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.
Learn more
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.
Learn more
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.
Learn more

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.
No, thank you