When Recurring Bills are created, we need these to be in the Draft section vs the For Payment section in Ramp. The Recurring Bills need the invoice image and invoice information updated before moving into the For Payment section. We need option sooner than later because these invoices can get posted and paid with the incorrect invoice information which can cause issues.
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Hi Denice!
Katie here from the Ramp team. Thanks for your note on Recurring Bills! If you’d like to edit the invoice and bill information before sending it off to payment, I recommend not setting these up as recurring, and instead forwarding the updated invoices to your Ramp AP email address (or manually uploading them) when they come in. You can also have vendors forward the invoices directly to the AP email address if they are a known vendor. These options will have the invoices come in as drafts allowing you to update the bill information before sending it for payment.
The recurring bills feature is best for payments that do not change and can simply go straight to payment each month.
Best,
Katie
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Hi @Katie_Diaz. I’d like to upvote this use case. We have a complicated coding and description system, and to process bills in the way you suggest is far less efficient than the way Denice describes.
For example, with our one electricity vendor, we have three separate customer accounts, each with multiple service accounts. In Ramp, I have a recurring bill set up for each customer account because coding each service account separately every time we receive a statement is not only inefficient, but also opens up the process to error.
Having an option in the settings to send new recurring bills to drafts would be ideal.
Thanks!
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