Simplify Your Holiday Budgets With Ramp’s Holiday Spend Program
Whether you’re planning a cozy office gathering, organizing a companywide celebration, or coordinating gifts that spread a little extra cheer, one thing’s for sure: holiday spending can get busy. That’s where Ramp comes in.
As you plan holiday parties and seasonal events, Ramp makes it easy to empower the employees who help bring those celebrations to life. With Ramp’s pre-built Holiday Spend template, you can quickly create and send virtual cards to the team members who need to make company purchases. This streamlined setup ensures everyone has the right spending controls and budgets in place– saving you time while keeping holiday planning organized and stress-free.
Let’s walk through how to make the most of Ramp’s Spend Program to streamline your holiday spend:
To access the template, navigate to the Manage Spend tab in your Ramp dashboard and click on Programs. Then select the yellow Create Program button in the top-right corner. Here, you will find our holiday-themed program, designed to help you track gift purchases, event expenses, team activities, client gifting, and all the festive spending that comes with this time of year.
Spend Programs allow you to save all your card settings as a reusable template, including limits, payment methods, category and merchant restrictions, approval workflows, accounting automations, and more. Instead of recreating these settings every time, you can issue funds at scale with consistency and control.
Feel free to customize all aspects of our pre-built template: update the icon, rename the program, or rewrite the description to best fit your team’s holiday plans.
Customize Your Holiday Spend With Precision
Start customizing by setting the total limit for the fund and configuring any category or merchant restrictions to align with company guidelines. For instance, you might block categories like alcohol, electronics, or clothing if they fall outside your holiday gifting policy.
The template includes a pre-filled lock date of January 15, ensuring funds can’t be used after the holiday season wraps. Feel free to adjust this date to match your timeline.
Next, determine how employees can access spend. You can either issue funds directly as an admin or allow employees to request funds. Admins can approve or decline funds requested by employees directly from their approval inbox.
Ramp also lets you automate accounting details. Set a default accounting category, such as Office or Employee Engagement, so that all transactions related to this program are properly coded.
Additionally, you can customize the approval workflow for this program– either following your standard spend request process or creating a unique workflow tailored to holiday spend. Receipt and memo requirements can also be set, along with rules for whether transactions require post-purchase approval.
Publish, Track, and Celebrate
Once your program is customized to fit your needs, simply click Publish. Your Holiday Spend Program will appear instantly in your Ramp dashboard, ready for issuing across the team. You can edit or duplicate the program at any time for future holidays, annual events, or additional spending scenarios.
And to add a little extra holiday cheer…Ramp’s Holiday Gift to You:
Customers who create and use our limited-edition Holiday Spend Template before January 15th will automatically be entered into a raffle to win a $500 gift card or cash back – winner’s choice!
From all of us at Ramp, we hope your celebrations are joyful, efficient, and filled with memorable moments. Wishing you and your team a wonderful holiday season!