We are really new to RAMP. We set up some expense codes and now need to add more and/or edit some info in the ones that were set up. Where do i go to do that?
First off are you an admin or a bookkeeper for your Org?
You need to be in order to update your COA.
yes, i am.
From the accounting tab click on the settings button in the right corner.
Choose Accounting Fields>Expense Codes
Then under Configure Accounts you can click Update options.
You can then make edits to any existing accounts including Hiding ones you do not want employees to use.
You can add account numbers individually by selecting the Add new option button OR (And I recommend this one more) you can update via CSV. The same way you first imported your org’s COA.
My company is still on QB Desktop so I have to export the COA from QB and import it to Ramp. It will add any new accounts but wont effect the ones you already have in Ramp.
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Thank you so much!
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