I’m looking to gain visibility for managers over the charges related to the accounting categories they’ve been assigned. Currently, managers are responsible for their own budgets, but they only have access to view amounts once they’ve been loaded into the our system. I think there is a way to build approval workflows, but I want to avoid creating additional manual work on a per-transaction basis (I also assume they lose visibility once the transaction is approved).
I explored the Insights section, hoping to set up a dashboard for each manager, but I haven’t found an option to share it with them yet as that seemed like a possible solution.
Another approach I’m considering is splitting the monthly Excel file by accounting categories and sending it directly to each manager.
Any guidance or recommendations on training resources that could help me find a solution within the Ramp platform would be greatly appreciated. If Ramp doesn’t have a built-in solution for this, I’d be interested to hear if anyone else has faced this challenge and found an effective workaround.