Require employees to link personal bank account prior to submitting reimbursement

Wishlist
1

Not sure if any others have this issue. We have a decent number of employees who fail to link their personal bank account when they are onboarded and submitting their first expense. I then have to follow up via Slack (which is annoying) to get them to link their accounts so we can actually pay out the reimbursement.

Not sure if this could be built into our expense policy (didn’t see a way to do so in the config tool), but it would be nice to block submission of the reimbursement request if personal bank account has not yet been linked.

Alternatively, the ability to turn off “Paid outside of Ramp” as an reimbursement payment option for our org would probably achieve the same goal.

3 Likes
2

Is their bank not linked or is it not verified?

I believe Ramp forces you to link your bank account first, but you can still submit without the bank being verified. You can also process the payment before the bank is verified but… I generally wouldn’t recommend this

3

Might be unverified bank accounts–either way, the reimbursement approval process on Ramp app doesn’t flag that the reimbursement can’t be paid via ACH, so expenses end up slipping through.