Chase missing receipts on large Ramp purchases

Month-end goes faster when receipts are in. When a Ramp card purchase of $500 or more clears and still has no receipt, this emails the cardholder asking them to upload it. Purchases over $2,000 are also flagged to finance in Slack.

It waits for the purchase to clear, so people have time to add the receipt themselves first.

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 no

Yes

Do we have the cardholder's email?If purchase.cardholder_email isn't blank

Yes

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, FinanceGmail

No

No steps

Is it over $2,000?If purchase.amount is greater than 2000

Yes

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.Slack

No

No steps

No

No steps