Hi all,
We are greatly enjoying Ramp for the most part - it has made many things easier in the office. The automatic workflows and expense policies ensure that we are getting the appropriate approvals and all the required information, which is GREAT!! The issue we are running into is how to compile the required info we need to submit for our grant expenses.
I work for a nonprofit that receives grants from public and private funders. For many of these grants, we have to make the purchases for the covered items/services up front, and then submit documentation of our payments to the issuing grant authority to be reimbursed. We also have to keep details for every transaction for our annual audit. Typically this would include a copy of the signed check, completed purchase order, invoice, order confirmation, etc. Since we are still getting all of the required approvals and transaction info on Ramp, that is taking the place of our paper version of a PO. The problem is that I can’t seem to get a transaction detail report that shows the approvals and accounting information for a charge we made on Ramp. If I try to print the page while on the transaction detail screen for a charge, it only prints the information currently visible on the screen. So in order to get all of the information needed from the top down through the accounting info, I have to zoom the screen way out, which makes the text nearly illegible.
We can’t be the only ones running into this issue, so I’m hoping someone here has figured out a workaround. Thanks!