Hi all,
I work for a non-profit organization, where our organization acts as a third-party bill payer. On a monthly basis we manage hundreds of bills using Ramp bill pay. The bills we manage are paid based on an amount authorized by a separate institution. We want to use Ramp procurement and purchase orders to track what bills have been paid on any given authorization. Is there a way to create purchase orders in bulk in Ramp that aren’t coming from an integrated platform, i.e. QuickBooks Online? More specifically, is there a way to create purchase orders in Ramp in bulk from a csv upload? If it doesn’t exist, does anyone at Ramp think it might be a feature available in the future? Thanks.
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Hi Devon! Thank you for this feedback. At this time there isn’t an ability to bulk import POs, but I’ve put in a product request for this capability. Do you have any other questions on Purchase Orders we can help with?
Hi Mary Louise,
Thanks for the information! If we were to import purchase orders from QuickBooks Online, would we be able to assign those purchase orders to a specific spend program? We like the customizations that creating one’s own spend program provides (i.e. creating custom questions, setting up custom approval routes, etc.) and don’t want to lose that capability if we import purchase orders from QuickBooks Online.
Hi Devon, no problem! When importing Purchase Orders (POs) in Ramp, they are not matched to a spend program. Instead, POs are imported from connected accounting software and can be matched to bills within Ramp allowing for 2-way and even 3-way match depending on your account. You can read more about importing POs here.
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