When a Ramp card purchase of $500 or more clears without a receipt, emails the cardholder, and tells finance in Slack if it's over $2,000.
Uses
Gmail
Ramp
Slack
Chase missing receipts on large Ramp purchases
RampWhen a new card transaction appears. Save it as purchase.When a new card transaction appears. Save it as purchase.
Is the receipt missing?If purchase.has_receipt is noYes
Do we have the cardholder's email?If purchase.cardholder_email isn't blankYes
Ask the cardholder for the receiptSend an email to purchase.cardholder_email. Save it as receipt_request.
Subject: Receipt needed: purchase.amount_display at purchase.merchant_nameHi purchase.cardholder_name,
Your Ramp card purchase of purchase.amount_display at purchase.merchant_name doesn't have a receipt yet. Please upload the receipt in Ramp when you can.
Thank you,
FinanceGmailNo
No steps
Is it over $2,000?If purchase.amount is greater than 2000Yes
Let #finance knowSend message to channel. Save it as finance_alert.:receipt: Missing receipt on a large Ramp purchase: purchase.amount_display at purchase.merchant_name by purchase.cardholder_name. We've emailed them asking for the receipt.SlackNo
No steps
No
No steps