5 Things That Are Working for Nonprofit Finance Teams đź’ˇ

Last month, we hosted two Ramp Nonprofit Roundtables where finance leaders came together to share what’s top of mind for their teams. The conversations centered on two questions:

  1. What’s your biggest challenge right now?
  2. What’s working well for your team?

Here’s a quick recap of the most useful takeaways and best practices from your peers in the nonprofit sector.

Across both sessions, a few recurring pain points emerged:

  • Collecting receipts from cardholders
  • Tracking spend against specific grants
  • Pre-coding transactions to save time and reduce errors

Now, onto what’s working well…! :partying_face:

  1. Smarter Receipt Collection

Several teams shared smart strategies to boost receipt compliance:

  • Auto-locking cards to nudge forgetful employees
  • Manager-level oversight to enforce accountability across departments
  • Real-time uploads — cardholders snap and submit receipts right after a purchase, reducing month-end follow-ups
  • Coded Ramp cards tied to specific programs help receipts route correctly from the start
  • Grant vouchers + backup docs uploaded directly into Ramp keep everything audit-ready

  1. Tracking Spend by Grant

Nonprofits are using Spend Programs to:

  • Tag expenses with memo fields, department tags, and custom fields
  • Monitor spend in real time to avoid going over budget
  • Pull reports quickly for audits and grantor updates

“We make sure every purchase is tied to an allowable funding source—it makes compliance and reporting so much easier.”


  1. Pre-Coding Transactions for Accuracy

Customers are configuring default accounting codes within spend programs to reduce manual work and improve the accuracy of accounting data.

Setting up default GL codes, departments, and programs means transactions are pre-coded and ready for review.

“You can add the default coding on the spending program, so when it moves to your accounting tab, it’s pre-coded.”


  1. Segmenting Spend by Program

One team with multiple initiatives—like housing, education, and community services—uses Ramp to segment spend by program. This helps them:

  • Provide stakeholders with a clear view into each program’s financial health
  • Avoid restricted fund overlap
  • Tell a better story with their financial data

  1. Maximizing Value Through Rewards

Another customer shared that they closely monitor Ramp points to ensure they’re getting full value from their spend. Their team even uses points to cover the cost of their Ramp Plus subscription, putting every dollar back into their mission.


If your team is exploring better ways to track spend, bulk issue cards, or pre-code transactions, Ramp Spend Programs are probably your answer.

I’m hosting a Spend Programs Coffee Chat next week where you can see the feature in action and get your questions answered live :coffee:
:point_right: [Register here]

Keep the Conversation Going

Do you have a tip or best practice that’s working well for your nonprofit? Share it in the comments or tag a nonprofit finance leader who’d find this useful :blush:

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tagging in some of our @Nonprofits customers :blush: - @chris.ockerman @Marina_Peters @Devon_Romero @Dina_Hempling @Kristaps_Berzinch @jburic @Raisa_Fradman @Wendy_Meagher-Barnett @rogerb @John_Baronian @JohnK @Jean_Polczynski-Norton @Christian_Perry @andrew.wise @ChurchCPA @Anwuli @Joelle_Shearin @mpaul

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Thanks @charlotte for sharing. For us, utilizing Spend Programs with auto-coding accounting rules using custom fields for restricted funds along with custom export has been a life saver. I can setup a spend program for any organizational program or multiple spend programs within on department to take advantage of unique account coding. Then employees that spend as part of that program can be issued a card. If amounts change or a donor changes, I just update the spend program updating all cards. With custom exports, I then can quickly get this into my accounting system the way I need it. The manual work this would previously require is something I am happy to not think about anymore.

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Biggest challenge is getting used to having to use my mouse to choose my gl information. I used to just tab through my entries and enter my codes but now I have to stop and use my mouse. I don’t like this at all, it does slow my entry time down.

What is working well, it is nice to be able to put all the documentation like W9 COI’s Contracts, just major paperwork into each vendor, it truly helps with audit needs I do wish that you could enter the COI information like you can with the contracts and set dates so that Ramp could remind you when it’s time to get the new COI from your vendor

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Yes, it’s been great to use the Job/Customer field to track spend by grant funder. This allows us to quickly pull a report in QBO to see how much we still have left to spend on the grant.

Also, what’s been really helpful is to have all spend in Ramp (Bill Pay, Reimbursements, and Cards). This way, we can make sure the approval flows are being followed and we can stop using email approvals. Plus, there’s an audit trail.

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Thanks @charlotte My staff are loving Ramp! They find it easy to use on the go which was a big upgrade for us. I think I will always have the issues of folks taking their sweet time to uploads receipts and code, but I can say Ramp has helped some staff improve on this. The auto-receipt function is helpful as well. I would love to be able to pay international folks thru Ramp…that is the main thing that is not working.

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