Hi all, it’s Laura, from our Product Marketing team! For those that I haven’t met yet, I help run our product release program at Ramp.
You work better when you work your way. That’s why we’re releasing a slew of features designed to help you custom-tailor your Ramp experience.
And that means a more granular, personal experience with your financial operations—whether you’re the CFO poring through CSVs or the email writer submitting a receipt for that nitro cold brew. ()
Get actionable insights with an all-new reporting experience.
Uncover key trends with pre-built reports: Investigate unusual spending patterns, resolve recurring compliance issues, and address bottlenecks, and more. Explore your reports.
Query your Ramp data in Excel: Analyze thousands of Ramp transactions—without ever leaving your spreadsheet, with the Ramp for Excel app. Install plug-in.
Save time with custom-tailoring.
Customizable CSV tables: Forget those third-party tools. Now you can modify columns, hard code values to fields, and switch between single- and double-line journal entries—all from within the Ramp ecosystem. Learn more.
Connect Acumatica and Zoho directly to Ramp: Sync your transactions, bill payments, reimbursements, and card statement payments to Acumatica and Zoho in real time.
Gain accuracy and flexibility with your bills.
Apply and save filters in Bill Pay: Now you can use and save filters to review the right data faster.
Tailor reporting to your needs: With fully customizable CSV features, you can export even more information, like accounting categories, line item details, trace ID, banking partner ID, and vendor memos.
Streamline international vendor payments: Sage and Xero customers can pay vendors in their local currency to avoid high fees and work with vendors who don’t accept USD.
Managing AP can be tedious, but it doesn’t have to be. Join us for an end-to-end walkthrough of Ramp Bill Pay, showcasing features that eliminate redundancy, minimize errors, and expedite your AP process.
Track changes to workflows: Now you’ll never have to ask if a workflow changed—or who made the change. Track changes across spend, Bill Pay, and card program approvals, complete with a comprehensive new audit log, found in the History tab.
Test workflows before launch: Validate new approval processes before implementing them with our new workflow simulator.
Want to see everything else we’ve launched? See our blog for all the details.
@critter - thanks for asking! Yes - our Engineering team is currently working on it. Bookkeepers will be able to use the Ramp for Excel app in the next few months
The Ramp for Excel plugin sounded very appealing, but I was expecting a bit more.
Instead of just loading the transaction details into a new sheet, I was expecting that it would allow me to build PivotTables and PivotCharts connected directly to the RAMP data online that I could refresh (e.g. like providing a PowerBI dataset / or something similar). That would have allowed to create custom Excel dashboards for all types of things that refresh with the click of a button.
Maybe there still is a way, is the API that the Excel App uses available to be used directly by users? Then I could use PowerBI with PowerQuery to download and refresh all the data daily and build my own dashboard based on that. I already tried to do that with the official API, but the data is quite nested within the JSON structure that it takes a bit of time to transform every into a simple table. Whereas this Ramp for Excel tool spits out everything nicely into one table.
Thanks for the feedback Robert! Although the Ramp for Excel API is not available for use at the moment, we are actively working on the ability to pull data once and have it refresh regularly in order to be able to create ‘live’ dashboards right in Excel.
I really like the new much more flexible submission policy builder.
What is still missing though, is to be able to select other accounting fields as the basis for a condition. Meaning if the user starts to fill out one of the accounting fields, some other accounting fields might become mandatory
e.g. If Accounting Category = Event Expenses make the optional accounting field “Accounting Event Name” mandatory
Totally agree @RHOU . This type of conditionality in expense coding would be revolutionary and seems fairly straightforward (i.e. Transaction can’t be “Approved” or “Marked Ready” until those conditions are met).
And even better if those relationships between Accounting Fields could be automated! I.e., if Accounting Field A = X, then Accounting Field B is automatically updated to Y.
I’d like to +1 this on the conditional expense coding. For example, if our employee selects a T&E account I want to make a project code mandatory, or if there is an expense tagged to Sales, and also booked to say “client entertainment,” I want to make the Customer field to be mandatory. Basically, we want to direct the employee to any field or action based on their selection. It’s like a choose your own adventure novel.
Appreciate your feedback on this coding use case. I shared with our product team who confirmed we have “conditional coding” on our roadmap, expected to go live by the end of this year for customers on Ramp Plus!
Conditional coding will give customers the ability to define whether a submission field is required based on a previous selection. Hope this helps!
Another feedback, I was hoping that with the customizability of the CSV export, i could now finally add fields that were missing before. But it looks like that is still not possible.
What do I want to add?
the name of trip that the transactions was linked to
any fields that are on the linked trip (e.g. start date, end date, custom fields, etc.)
the attendees that is used for the per diem (so if a lunch was bought for 3 people, i want to be able to export the name of these 3 people in a single column separated by ,)
Is there a plan to add these fields to UCSV as well?
Hi Robert, my name is Ale and I’m a product manager here at Ramp. We’ve added the ability to include Attendees in a single column and it should be an option on the customizable CSV. We will keep track of the request to add the trip and trip detail fields as options as well.
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