Bill Pay - creating bills and managing attachments

Wishlist
1

Hi, my name is Elena and I’m the product lead for Ramp Bill Pay. I’d love to learn from customers about your biggest pain points A) in creating and approving bills and B) in processing & managing bill attachments. Thanks!

2

  1. We use Sage Intacct as our accounting system. We realized that you can add multiple invoice pages to Ramp when creating a Bill Pay, but only the first page gets imported to Intacct. So we are losing all the remaining pages.

  2. We would love the ability to have our 150 employees use the bill pay feature as a check request process. I believe there is a “Clerk” option to add to each employee, but we do not want all employees seeing all the bills requested/entered. We would like them to only be able to see what they’ve submitted.

3 Likes
3

We also use Sage Intacct. Here are my pain points:

  1. Invoice # - The field in Bill Pay (Invoice #) should map to the Bill number in Intacct, but it doesn’t. A generic Ramp no. is placed in the field in Intacct. The invoice # in Ramp is added to the description field.
  2. Double-entry (prepaids) - Sage Intacct requires additional fields for prepaid items (schedule name, start date, etc) which are not available in Bill Pay. We have to enter in Bill Pay, then fix it in Intacct.
  3. Delete - There is no delete function in Bill Pay.
  4. Attachments - same issue as Jennifer has. We enter the attachments in both places, which is not efficient.
  5. Approvals - Approval feature in the app.
5 Likes
4

Hey Jennifer! Thanks for providing this feedback.

I’m curious on the use case for your second request. Can you clarify what you mean by “check request process?”

Are employees requesting checks as reimbursements? To pay specific vendors?

5

Hey Roger - on the first point, we’ve heard this one a lot and it should be fixed within the next 1-2 months.

2,4, and 5 make sense (though this is the first time I’ve heard 2). 4 and 5 are on the roadmap already!

On the delete function, you can delete Drafts and you can Archive Bills. Are you saying you want to Delete Bills too?

6

Hi Elena,

I did notice the archive function but I don’t quite understand what that queue is for. I had some test bills when I first started out, and I thought deleting them would be better. I also had some bills that were sent for payment, then rejected. We can’t delete rejected bills, so I had to archive them. What is the purpose of archive and could there be an option to clean out that queue?

7

Hi Elena, thanks for the update! We would like the ability for our employees to submit invoices to pay. Like a purchase order/check request system to pay vendors. And we would like the same approval process as we have set for our credit cards. Let me know if you have additional questions on this.

8

Elena,

I noticed that we see multiple pages of invoices now in Intacct, but no additional “files/e-mails” are being sent over. Is there a plan to send those over to Ramp, too?

9

Hey Roger - we currently only sync the invoice into the accounting system, we do not sync files or emails from Ramp.

Is this extremely important to sync all files related to the invoice?

10

Hey Jennifer - are you looking for a procurement system? We do offer that, here’s more info: Control spend with procurement software | Ramp

With our procurement product, employees can request spend for specific vendors, which generates a purchase order. You can then create an invoice from that purchase order in Ramp and both will be linked.

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11

It is important because the additional files/emails contain documentation to support the invoice. Sage Intacct supports multiple attachments by line items, which I currently use.

Thanks,

Roger

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12

Hi Elena, :wave:!

As admins, we have access to the bill pay section in Ramp. It would be SO helpful to have that available to ALL RAMP users. This would allow bill pay management to live in one place and utilize the same system for vendor bill pay for bills that don’t come directly through finance.

The wins here are that:

  1. Users use the same interface as their purchase cards.
  2. It allows users outside of finance to access Ramp’s AI capabilities for bills, including uploading multiple bills at one time.
  3. Further reduces the manual processing that accounting/finance departments have to do to get bills into our systems for payment.

I’m sure there are more use cases for other Ramp customers, but those are the major ones for our small non-profit crew!

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