I was poking around in Ramp this morning, reviewing reimbursements that were recently submitted, and I caught a few duplicate requests. And when I say duplicate, I mean the merchant name and the amount were exactly the same and while the transaction date for each one was different, they fell within the same 5-10 day period. This lead me to believe the individual that submitted these had duplicated their submission somehow. I noticed that Ramp does not have a flag that catches these to alert an admin or approver. With all the AI the system has, this surprised me. Is that on the product roadmap? Or is there a setting I can toggle to check for these? I looked in the forum and across the Support portal and found nothing about it.
@Sara_Utley Thank you for the feedback! The system should be catching potential duplicates and flagging them. You mentioned that the transaction date was different, do you require receipts for reimbursements? If so I’d recommend double checking the date on that receipt. It’s possible the team member truly paid the same vendor twice for the same amount. Hopefully this was the case as our system is set up to flag potential duplicates
If you ever notice this again I’d recommend two things:
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Leave a comment on the reimbursement itself asking the employee if it was a duplicate. They’ll get notified and will be prompted to review and respond. You can then approve/decline the reimbursement accordingly.
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Flag any that are duplicates but weren’t identified to our Support Team by submitting a ticket here. We want to ensure these are flagged as it shouldn’t be happening. They’ll be able to dig into it.
Hope this helps!
Mary
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Hey @Sara_Utley - Take a look at this article:
Automatically flag transactions with Policy Rules
If you require receipts, you can create a policy rule for “Receipt previously used” to ensure a individuals submitting these reimbursements are not using the same receipt twice.
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