I wish we could set a default entity in the vendor record. We have specific vendors that are paid through each entity. Right now all bills default to one entity, and it’s hard to remember to change the entity every time I process a bill. If the bills would even default to the same entity used on the last bill that would be helpful because then I would only have to change the first bill.
Hey Marci – thanks so much for the post! If I understand your request correctly, Ramp is trying to streamline this today. When you create a new bill, Ramp will automatically assign the same entity used on the last bill you created for that vendor.
- If the vendor has prior bills, the entity will match the one used most recently for that vendor
- If the vendor is new (no bills yet), the entity will default to the one used on the most recent bill you created, regardless of vendor
So while you can’t manually set a default entity per vendor, the system is designed to reduce clicks over time by learning from your previous behavior.
That said, if this isn’t working as expected or your workflow is still feeling clunky, we’d love to learn more. Feel free to share a bit more about your process! 