BooksHygiene

Ramp card spend sync

Match the night's card transactions to their receipts and flag spend that has none.

Part of Bookkeeping handoff

Tools

Ramp, QuickBooks Online, Xero

Outcomes

Card spend lands in the books nightly • Receipts chased before month end

Documentation

Instruction-ready detail below

<in:schedule>Every weekday evening</in:schedule>, pull <in:spreadsheets>card transactions</in:spreadsheets> from Ramp, match the receipts, and flag any card spend with no receipt attached.

Instruction file

<in:schedule>Every weekday evening</in:schedule>, pull <in:spreadsheets>card transactions</in:spreadsheets> from Ramp, match the receipts, and flag any card spend with no receipt attached.

Setup requirements

Tools

Ramp, QuickBooks Online, Xero

Trigger

Every weekday at 6:00pm

Setup time

5 minutes

Other automations in this workflow

Expensify receipt file

Match each new receipt to a job and category, then file it under the right month.

Monthly receipt chase

Ask the cardholders for any receipt still missing, before the month closes.

Related workflows

Monthly owner summary

Turn a month of book, invoice, and time data into one page the owner can read on a phone.

Invoice processing

Turn an incoming invoice into a matched, recorded line with the supporting document attached.

Onboarding paperwork

Collect signatures, policies, and details before a new client or a first day begins.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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