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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Would love to see recurring bills have an option to load as drafts rather than directly into the approval process. The image does not change for us, but the prepaid amortization coding in Netsuite is complex and can’t be saved on the recurring bills. I have to go in and locate all the recurring items and make changes each month.
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Thanks, @Rachel_Selkirk — confirming your feedback has been passed along to our Bill Pay team 
Wishing you a great weekend!
Also retroactively confirming that your input has been submitted as well, @Zoe_Dagan and @Becca_Lineberger
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@charlotte Could you provide an update on the Recurring Bills section from the product team? We would like to utilize this feature, but its current functionality doesn’t meet our needs.
To make it usable for our team, the recurring bills must initially be placed in the Drafts section. This is essential so we can make necessary monthly updates to the invoice image, invoice number, description, and memos before final processing.
Utilizing the recurring bills function would significantly streamline our operations by enabling automatic approvals freeing up business owners from repetitive manual approvals. Please share any progress. Thanks!
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Agreed. This functionality would be much more functional to more users if Recurring Bills were created & held in Draft for review/release.
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Hi! @Denice_Johnson, thank you for asking. There has been no update, but I just submitted @Rebecca_Jackson1’s request for an additional push!
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