Documentation Index
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Module: FA-30 | Last Updated: 2026-02-24 | Status: Published
Overview
The Ramp integration allows your organization to sync corporate card transactions from Ramp directly into Encore Health OS. Once connected, transactions appear on the Corporate Card Transactions page where you can assign GL accounts and vendors for accurate financial reporting.
Quick Reference
| I need to… | Pattern | Location |
|---|
| View Ramp transactions | Corporate Card Transactions list page | Viewing Transactions |
| Trigger manual sync | Sync Now action on connection card | Syncing Transactions |
| Fix missing data | Validate permissions + retry sync + review logs | Troubleshooting |
| Categorize transactions | Row-level GL/vendor assignment | Assigning GL Accounts & Vendors |
Decision Trees
Missing vs duplicate transactions
- Transactions missing?
- Verify permissions and integration enabled.
- Run Sync Now and confirm last sync timestamp updated.
- Transactions duplicated?
- Refresh view and confirm filter settings.
- Contact admin to verify sync idempotency/connector health.
Pattern Library
- Connection card pattern: integration status + sync action entry point.
- Editable row pattern: in-table GL/vendor assignment with autosave.
- Filter pattern: merchant/status/date filtering before reconciliation.
Common Mistakes
| Mistake | Impact | Fix |
|---|
| Expecting transaction amounts to be editable | Reconciliation confusion | Amounts are source-of-truth from Ramp; only map GL/vendor |
| Running sync without required permission | Sync action unavailable | Request fa.ramp.sync permission |
| Assuming auto-sync is immediate | Perceived missing data | Confirm last sync time and run manual sync if needed |
Pre-Flight Checklist
Getting Started
Prerequisites
- Your organization must have Ramp integration enabled (contact your admin).
- You need the
fa.ramp.view_transactions permission to view transactions.
- You need the
fa.ramp.sync permission to trigger syncs.
Viewing Transactions
- Navigate to Finance → Corporate Card Transactions.
- The transaction list shows all synced Ramp transactions including:
- Merchant — The vendor/merchant name from Ramp.
- Amount — Transaction amount and currency.
- Date — When the transaction occurred.
- Status — Current transaction status (completed, pending, declined).
- GL Account — Assigned general ledger account (editable).
- Vendor — Linked vendor record (editable).
Filtering Transactions
Use the search bar to filter transactions by merchant name. Additional filters for status and date range are available above the table.
Assigning GL Accounts & Vendors
- Click on a transaction row.
- Select the appropriate GL Account from the dropdown.
- Optionally link a Vendor record.
- Changes save automatically.
Syncing Transactions
- Click the Sync Now button on the connection card to pull the latest transactions from Ramp.
- Syncs fetch new transactions since the last sync and update existing ones.
- Automatic syncs can be configured by your administrator.
FAQ
Q: How often are transactions synced?
A: Manual sync is available anytime. Automatic sync frequency is configured by your admin.
Q: Why don’t I see the Corporate Card Transactions page?
A: Your admin needs to enable Ramp integration in Finance Settings and grant you the appropriate permissions.
Q: Can I edit transaction amounts?
A: No. Transaction amounts come directly from Ramp and cannot be modified. You can only assign GL accounts and vendors.
Troubleshooting
| Issue | What to check |
|---|
| Cannot see transactions page | Verify integration is enabled and you have fa.ramp.view_transactions |
| Sync button missing/disabled | Verify fa.ramp.sync permission and connection health |
| Sync completed but transactions still missing | Retry Sync Now, review sync timestamp and filters, then escalate to admin |
| Duplicate-looking rows | Clear filters/sorts and ask admin to review sync logs/idempotency behavior |
Support
Contact your system administrator for access issues or reach out to the Encore Health OS support team.
