Another quick win may be to populate the Netsuite / ERP system departmental mapping in line with previous bills for a given vendor. Recurring bills may be a solution here, but I have some vendors where I don’t get a bill at the same date every month and there could be some variability in amount, etc. However the nature of the expense is the same and nothing changes in terms of how the expense hits the P&L each month, thus auto-coding to match previous invoices, including departmental classification would save a couple clicks each bill each month, and save me from having to reference the ERP in another window. Ramp does show a list of previous bills but clicking any of those takes us out of the editing module of the current bill. Very nitpicky but helpful for the 1 and 2 person accounting teams out there!
Hi Parthey - Happy Friday and thank you for writing into the Community Forum! You are actually able to set default accounting for bill vendors by clicking into a bill vendor profile → bill accounting (second tab at the top). If you set defaults here, the bill will automatically be coded for you every time you pay that particular vendor- although, you can always manually override the defaults on the actual invoice page.
Please let me know if this is what you’re looking for or if you need assistance finding this.
Thanks,
Karina
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Thank you, that’s a helpful tip!
Absolutely, I’m glad to hear!
Thanks,
Karina