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Spending made smarter
Easy-to-use cards, spend limits, approval flows, vendor payments —plus an average savings of 5%.1
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Webinar: Smart ERP setups to automate expense management
Dec. 13, 1 PM EST/10 AM PST

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

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2. Integrate your HRIS provider for easier user management

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

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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.

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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.

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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. 

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6. Designate a co-pilot

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

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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.

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8. Check out partner rewards to reduce your vendor costs

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

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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

Originally from Chicago, Jessy moved to San Francisco in 2016 with a passion for high-growth tech startups and increasing efficiency throughout the customer journey. Jessy joined Ramp in 2022 as the first Customer Education Manager, focused on educating & enabling customers with best practices at scale. She leverages her 3 years as a Customer Success Manager at Groove to drive customer enablement materials and is passionate about putting customer needs at the forefront. Outside of work, Jessy enjoys trying new restaurants, cooking, and spending time with loved ones.

Ramp is dedicated to helping businesses of all sizes make informed decisions. We adhere to strict editorial guidelines to ensure that our content meets and maintains our high standards.

FAQs

How Alexandra Lozano Immigration Law prepared for scale with Ramp

"I used to have to call our card provider and sit on the phone for a couple hours a week, I don’t have to do that with Ramp.”
Wayne Robinson, CFO, Alexandra Lozano Immigration Law

How Ramp helped Smart City Apartment Locating save time, expedite month close, and grow sustainably

"Five to 15 hours each month of non-value-add activities are off my plate. I’m able to be a strategic advisor versus just a tactical manager when it comes to spend management.”
Dustin Walsted, VP Finance, Smart City Apartment Locating

How TaskHuman built their runway with Ramp

“I’ve pretty much seen or used everything that’s out there, everything does something Ramp does, but nothing does everything Ramp does.”
Matthew Ferguson, Controller, TaskHuman

How First Tee transformed its bookkeeping and saved time with PwC and Ramp

"The efficiency of using PwC Bookkeeping Connect, coupled with the Ramp platform, has probably been about 75% time savings. Instead of every hour I would have had to spend on bookkeeping, I’m probably having to spend maybe 10 or 15 minutes.”
Dan Burke, CEO, First Tee San Francisco

How Mix Talent cut costs, gained transparency, and improved efficiency with Ramp

"I use Ramp’s functionality to examine the contracts and understand whether we’re getting the best terms, as opposed to just trying to get the bill paid. Ramp has allowed us to project cash flow so much better."
Paul Streitenberger, Accounting & Finance Lead, Mix Talent

How The Joffrey Ballet cut their month-end close time with Ramp

“One of the things I was looking for, and which Ramp has done for me beautifully, is to consolidate credit cards, ACH payments, check payments, and reimbursements into one place and give us a full picture for insights."
Gee Hoon Lim, Director of Finance, The Joffrey Ballet

How Beyond sped up reconciliation time 8x faster with Ramp

“With Ramp we close in 5-6 days, which is pretty quick for a company with four different subsidiaries."
Jake Steele, Senior Staff Accountant, Beyond