I would like to be able to set our Sage Intacct required field “Employee” on all transactions to default to the cardholder unless changed. Are there any suggestions/solutions, possibly? Thanks
Hey Sheila! Great question —
You can default the “Employee” field to the cardholder in Ramp to keep things consistent and avoid duplicate entries in Sage Intacct.
Just head to Accounting Settings → Manage accounting fields, and set “Employee” to Cardholder from the dropdown.
Make sure the field exists in Sage Intacct first. Ramp will use it unless overridden manually or by a rule.
Thanks for the response, but the “Employee” field drop-down to select from is a full list of our cardholders in this area, and not “cardholder”. I had communicated with the Help desk and have attached their response that it was not an option, so I thought I should add it to the Wishlist.
Thanks, @Sheila_Addington — and sorry for the confusion! I misunderstood your question. You’re correct - the employee field can’t be auto-routed at this time. I will pass this suggestion onto our Product team!
In this case, I’d recommend setting up transaction coding rules at the card level to map a specific employee’s card transactions to the correct Sage employee field. Here’s how:
Go to Funds & Cards → select the employee’s card → click Actions → Edit Card → Transaction Coding Rules → and map the card to the employee under Accounting Rules.
Thank you, Sheila!
Thank you! The Accounting advanced rules are very helpful!