I am new to my desk at my office, but very tech savy. I was wondering has anyone been able to set a default payment method to a vendor that was setup with two different payment details? We used to pay a vendor by check and I have received ach info for them but now that I have setup the ach info it is still defaulting to the pay by check. Has anyone else run into this issue???
Wendy
Hi Wendy, thanks for the post!
In general, if a vendor has multiple payment methods, the most recently added method should become the default. However, you can change the default payment method at any time.
To do this, navigate to the ‘Vendors’ tab within Ramp, search for your vendor, and open their profile. In the ‘Payment details’ section, you’ll see all the payment methods available for that vendor. You can select the desired method (in your case, ACH) as the default.