How are users handling/experiencing the Outlook Integration, which attempts to match receipts from users’ Outlook inboxes automatically to transactions in Ramp without User initiation?
We have found on multiple occasions that the Outlook Integration is reaching across user profiles - for example, it may go to another user’s Outlook inbox and collect a receipt for a different Ramp user’s transaction set. Additionally, it has occasionally matched an incorrect Merchant entirely, and sometimes made both of the above errors. Have others experienced issues with this integration, and how have you managed it? I would almost rather turn it off and have users proactively submit their receipts than for this auto-match to be this erroneous and cross user inboxes.
We want to welcome you to our Community forum and appreciate the feedback on our Outlook Integration. Currently, we have not received reports of accounts acting in a similar way regarding the integration. The receipt capture should match up with the linked email as well as the card used. I will be happy to inform our product team of your experience and see if there are any helpful next steps to take to streamline this process further.
Thank you Stephanie. We have also engaged Support on this issue. Respectfully, we have the evidence of Ramp sending User A the email notification that a receipt was auto-matched, and it was actually for an expense on User B’s card (User A does not have any transactions from this merchant). In this specific example, we had a transaction where User B purchased something from a state records office online for $22.50, and Ramp auto-matched a Uline supplies invoice for $22.50 (different merchant) from User A (different User). I’m glad this issue seems to be confined to our instance of Ramp for now.
I appreciate the additional context and will be sharing the examples provided along with the note sent to our Product team. I am also relieved to hear that you have shared this with our support team and though, it does sound like it is confined to your account, we want to ensure the integration is working as expected. The team will continue to keep you informed as we improve the integration on our end.
Thank you very much for participating in our community forum. We hope that it will continue to be a place to share feedback and support to other customers like yourself.
I just wanted to touch base again and share a quick update on the progress we’re making to address the issue we discussed on Monday. Since then we have submitted an engineering ticket and the team has informed us that this issue seems to be cropping up with a few other clients too, so our team is currently working to find a resolution.
Your feedback is incredibly valuable to us, and we genuinely appreciate you bringing this to our attention. We will continue to keep you informed as improvements surface.