For Expenses and Credit Card Transactions, when spending is for a client, the IRS requires we collect the following information; Client Name, Client Title, Client Company, and Spend Purpose.
Ideally, these fields would become required when specific accounting categories are selected.
Also, it would be ideal if these contacts were saved to an address book within the user’s profile.
I appreciate the consideration of this feature, and hope to see it launched sooner than later.
Hi @Stacy_Lowe - thank you for posting!
Ramp currently allows you to customize fields from your accounting system to categorize spend. You can make these fields required for specific categories, naming them “client name,” “client title,” etc. (read more about this here).
Sharing a Ramp-team hack for having these fields show up on all transactions while still remaining optional below 
Go to settings → expense policy → transaction requirements
→ make the new fields (ie “client name”) required → set the minimum $ amount to something huge (such as $1,000,000)
This way, it appears on every transaction tied to this expense policy but won’t actually be required.* Make sure to set it as an “open text field” and not a single-select field so employees can easily type in the clients’ names.
Please note, this ^ can only be done within Ramp for customers using the universal CSV for accounting. If you use one of our direction integrations, you’d need to create the fields within your ERP first.
As for the address book functionality, it sounds like it could be helpful! I’ll flag this request to our product team.
Hope this helps! Please let me know if you have any further questions.
Charlotte