I travel a LOT, like well over 200 days per year so I’ve got a lot of best practices for handing expense reports to avoid mistakes. Ramp has been a bit of a challenge for this.
When creating a trip I normally go in and pre-stage the expense items for Per-Diem and any mileage for airport run typically staging them for what the last day of the trip would be. This way they don’t get missed in the fog of travel later when submitting.
- I don’t screw up and forget these items costing me $
- I don’t screw up accounting for my company on a client project by not having ALL my expenses complete when I submit it. (Finding I missed something weeks later after we have submitted to client means I’d have cost the company)…
Ramp does not allow staging an expense in the future. This should be allowed! If the entered date does not match a receipt later that can be flagged as an exception but in cases where there is no receipt like per diem and mileage being able to pre-stage the soft expenses items in my trip makes close out much easier and more accurate.
