Would be nice to have the option to include a download of the corresponding receipts at the same time an accounting batch is downloaded. Currently, I have to download the accounting file (JE or CSV), then go back to the expenses tab, filter creatively to get only the receipts included in the JE in question, and then download the receipts.
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Hi Kim, Rehana from the Ramp CSM team here again and thanks for your valuable feedback! We will be sure to bubble it up to our product team.
While you do have to download the receipts separately, you are still able to filter the date to match your Ramp statement period. I recommend downloading the receipts once you see “Previous Statement” as an option in the Expenses tab by clicking on the calendar icon to the far right.
Below you will find the same video I attached to another post of yours demonstrating how I filtered for the “Previous Statement” date range before I exported my receipts.
External MediaHope this helps!
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I appreciate the personal follow-up, thank you. The “previous statement” option doesn’t solve that part as we upload our expenses into our accounting system more than one time per statement period (because we are more real-time than that, and to achieve proper month-end cutoff), so I have to filter and then double-check to ensure I got the right receipts (though I’m working on standardizing). Plus, it’s just an extra step to be in the accounting tab to do the JE export, and then separately navigate to the expenses tab to do the receipts export. Would be nice to do all at once, which is why I submitted this as a wishlist. Thanks for your consideration!
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