Unfortunately, Ramp doesn’t currently have a setting to restrict a vendor to card-only and prevent invoices/bills from being created for them. This would stop invoices being mistakingly added for vendors that are on auto-pay and add prevent double payments. Ideally this would add a flag and allow admin-only overrride.
This definition would also be a useful feature for cashflow forecasting (for AP managed vendor we would look at cash out based on terms (+30 if they allows card), card-only/autocharge vendors would be typically on recept and cash out would be 30 days.
Here’s what you need to know:
What Ramp does support for vendors:
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Default payment method – You can set a default payment method on a vendor’s profile (e.g., card), so that any bills created for them default to card payment. However, this doesn’t prevent someone from creating a bill for that vendor.
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Cards on Vendor Profiles – You can associate a specific card with a vendor, which surfaces it as the preferred option on bills.
What’s not currently possible:
- There is no vendor-level setting to block bill creation or restrict a vendor to card-only to prevent invoices from being entered.
Workarounds to consider:
- Set the default payment method to card on the vendor’s profile — this at least ensures that if a bill is created, it defaults to card payment - not a solution
- Rely on process/policy — communicate to your team that certain vendors are auto-charged and should not have manual invoices entered. not a good control, teams can fail
Please add this simple but powerful feature in the vendor setup controls/vendor masters.