Create an expense policy in minutes

  • Define approval workflows
  • Set spend limits on categories
  • Create a travel policy
  • Define remote and in-person spending
Ramp Cards with built in controls
“Having policies is the first step to real financial health for your company.”
Jose Ramon-Batista • Accountant at WayUp
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We wrote the book on writing expense policies ↓

Expense policies that work for everyone
Expense policies that work - for everyone
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Expense policies that work for everyone
Expense policies that work - for everyone
Summary

Be honest: does your current expense policy work? If your finance team are chasing employees for receipts and everyone dreads "doing" expenses at the end of the month, the answer is no. Today, finance teams spend too much time reviewing expenses retroactively and bugging employees for receipts. It's time to take a smarter, flexible approach to expense policies—one based on pre-approved spend, real-time checks, and automated reconciliation.

Key takeaways

• How the best expense policies are structured

• An 8-step framework for designing your own expense policy

• Best practices for pre-approving expenses and blocking out-of-policy spend