Hello Ramp team,
I wanted to add a post here to suggest a few features that would be very beneficial for users generally and more specifically with Quickbooks.
- Option to prevent bills from being entered into a closed period. While the accounting date field is amazing on its own the implementation lacks a critical step that would be very helpful for most accounting teams. Given the QB API allows gathering the closed date it would be helpful to sync that over like accounts, items and allow the user to make users use a accounting date automatically if the bill date is before the closed date.
- Allowing the user to look for items by SKU and not just product name, additionally displaying the product category as well. Currently there is a bit of a flaw when selecting items in Ramp, the amount field automatically uses the sales price not the cost price. This is easily changed manually but is still a inconsistency.
3a. Also recommend adding a field to the CSV bill import that allows the user to enter the SKU for a line item and then adds products to the bill upon import. - Allowing CSV imports for Purchase Orders - this is a critical feature missing from the current configuration as entering PO’s becomes tedious without this.
- Allowing custom fields on PO & Bill line items, this would be very helpful for expanding the feature set as there are several limitations on the Quickbooks side that cause headache and since the reporting in Ramp is much better to use these would be super helpful.
- Creating a rules workflow for verndors, essentially this would be helpful to add for some bills that may be reoccuring but change amounts. This would allow the user to setup coding rules in advance to steamline ops.
- Allowing custom document types for PO’s - currently the document options are a bit limited so it would be helpful if custom names could be set for better referance.
- Reimbursement batching, this is a frusteration currently with Quickbooks. When a user creates reimbursements and they are paid out together ramp will process 1 transaction from the bank account set but it generates a seperate payment transaction in Quickbooks for each reimburement so when trying to match the payout to the payments it can get rather difficult when a single employee has done multiple reimburements at different times.
Example:
Jimmy has created 5 reimbursements for various expenses, 3 were created on 6/1/2025 and 2 were created on 6/5/2025. The first 3 were processed at the bank as one credit on 6/6/2025 and the second was processed as a credit on 6/10/2025 but the amounts of both aggregated credits from the bank are the same $122.00. In Quickbooks there are 5 seperate payments made to Jimmy so the user has to reconcile the dates, amounts in order to match them to the aggregated payouts.
Thanks so much!