There are several enhancements our company would like to see regarding vendor credits in Ramp. Ideally, there should be a dedicated “Credits” screen under Vendors that displays all vendor credits across Ramp in a centralized list view. This would allow users to easily sort, filter and review credits without needing to scroll through individual vendor records. The list view should also support export functionality to Excel for reporting and review purposes.
Additionally, users should be able to view the accounting coding associated with vendor credits and have the ability to edit that coding directly, preferably from the list view itself for greater efficiency.
Another issue we have identified is that duplicate vendor credits are not currently being flagged in Ramp. Duplicate detection should be based on the reference number to help prevent the same vendor credit from being entered multiple times. Addressing this issue would help improve accuracy and reduce duplicate entries in the system.
Hi Elena. Ramp also needs to allow the ability to add Amortizations to Vendor Credits.
For example if a credit memo from a vendor is for a quarterly, or semi-annual period of service, we need to be able to add the Amortization and spread that credit across multiple months on our accounting books. Exact same idea as the Amortization on Bills, but need it for Vendor Credits too
I am writing to request critical feature enhancements and report ongoing limitations regarding the vendor credit workflow. Currently, our team is facing operational bottlenecks due to the following missing functionalities:
No Search Functionality: There is currently no easy way to search within the vendor credits screen inside a specific vendor’s profile
Missing Duplicate Detection: The system does not flag or alert users when a duplicate vendor credit is entered
Lack of Approval Workflows: We urgently need the ability to routing vendor credits through an approval process before they can be applied to an invoice
The Core Issue This Causes:
Currently, our Bookkeeper often enters a vendor credit and applies it directly to an invoice. However, once a credit is applied to an invoice, Ramp completely locks the coding and description, making them uneditable. Because we cannot review or correct these details beforehand, errors are being locked into our data.
Requested Solution:
Please add a formal approval workflow for vendor credits in Ramp so they can be thoroughly reviewed before application. Additionally, implementing search filters and duplicate alerts on the vendor credit screen would significantly improve our team’s efficiency and data accuracy.