The current payment release workflow in Ramp is that the approver is to select individual bills for release — which functions well for initial review and control. However, there’s currently no intermediate approval or summary review step before payments are released.
Our CFO would like visibility into which vendors and amounts are being paid in each release without needing to manually open each bill or execute the release themselves.
Current Limitation:
- The “Bill Payment Release” feature requires manual selection and release of each bill.
- There’s no native functionality for a higher-level approver to review and approve a batch summary of payments pending release.
- This differs from NetSuite’s payment release process, which includes a batch approval layer that provides visibility and confirmation before final release.
Requested Enhancement:
Introduce an separate payment approval step in the payment release workflow. Specifically:
- The current approval feature in ramp where the approver selects bills for release
- A new step that allows a batch approver where a list is generated of all selected payments from the previous step and can review this batch summary for approval.
- Upon approval, payments are officially released through Ramp.
Key Benefits:
- Adds financial control and accountability for payment batches.
- Reduces risk of errors or unauthorized payments.
- Provides leadership with transparency into outgoing cash flow per release cycle.