I love the Budgets feature and believe it has SO much potential, but there are a few things lacking for it to fully work for us. If these changes could be made, it would improve our work significantly!
The ability to create multiple budgets. We complete two separate budgets with different hierarchies, so as it stands now we can’t fully utilize it since only one budget can be completed.
The ability to add notes or comments to budget lines.
The ability to manually add payments or committed amounts. We’re using it to track contract payments, but the totals aren’t accurate because we can’t manually add the payments that were made before we moved to Ramp. Also, we don’t use the Procurement module, so we should either be able to manually add committed amounts or have that removed from the view since the module isn’t activated.
Hi Amy and Cynthia! Thank you for this detailed feedback – this is exactly the kind of input that helps us improve the feature! Just spoke to our Budgets team, and can share the following:
Multiple Budgets - This is on our roadmap for the near future! Our initial rollout will support one active budget at a time, but we’d love to learn more about your use case to ensure our solution meets your needs. If you have any additional context to share, please let us know below.
Notes/Comments on Budget Lines - this request has come a few times, and is something we’re looking into – no timeline or priority I can share yet.
Manually Adding Payments & Committed Amounts - this makes total sense. Confirming this has been submitted to the team, and curious if other users have a similar ask?
I agree with Amy! I don’t have a use case yet for multiple budgets, but adding comments to budget lines would be AMAZING! And the ability to update budget totals based on expenses incurred outside of Ramp is critical for us. We use Sage Intacct, but users don’t have access. We need a way for spend or journal entries that occur in Intacct to be reflected in the budget in Ramp. That, would be AMAZING!