In our organization, we don’t require cardholders to complete transactions until the end of the month. But, they are required to have all the previous month’s transactions completed by the 7th of the following month, or their cards get locked.
So, a charge from July that is still unresolved on August 7th will result in a locked card.
Right now, this is a manual process for us, because the auto-lock options available are based on number of days from transaction date. It would be such a time saver if we had the option to set the auto-lock feature based on other criteria than just days from transaction date.
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We just went ahead and changed our policy to be every 7 days. The win is now almost no one has cards locked. For our staff doing more frequently has kept it from being overwhelming, or loosing documentation. Ramp text them right after a transaction so it’s easy enough for them to put in the image and code it. There was push back but this has been a major accounting win. We did remind them purchasing cards are a blessings and benefit and to maintain accurate up to date accounting that helps keep us in business we need infomation in a timely manner.
@Kerry_Walsh - Love to hear that!
@Amanda_Bell - the Product team is taking your suggestion into consideration. Great idea!
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Hey Team! Just checking to see if there has been any updates on this one?
We would appreciate this feature as well!
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This is still very much a needed feature for our organization. Any updates? Any chance of it being implemented?