Ramp Cards: Record Nonprofit Card Expenses

The Ramp section in Financial Integrations is not open yet. Until it is, record the card expense in Expenses or post a balanced entry in Journal Entries, and keep coding the swipe in Ramp.

What the connection will do

This connection is not open today. When it opens, a parent-organization director or accountant connects that organization's Ramp account once. Cardholders keep working in Ramp. They do not sign in to Ramp from AlignMint.

• Chart and funds: Ramp will receive the expense accounts and funds AlignMint already uses, so a swipe can be coded before it posts.

• Card charges: A coded swipe will post on the date it clears, not the day it was authorized. The expense will use the account and fund chosen in Ramp. The other side of the entry will use the card clearing account from Account Defaults on the same fund.

• Needs attention: A swipe with a missing fund, a closed period, a date before you choose to start posting, or a split that does not add up will wait as a whole. AlignMint will not post part of it.

What stays outside Ramp

Donor, event, and store payments stay on your giving and payment setup. Payroll stays with your payroll provider. Bank statements stay on the bank connection. Ramp does not replace those.

The bank withdrawal that pays the card balance will be reviewed in Bank Transaction Posting when the section opens. That payoff will credit cash and debit the same card clearing account. It will not post by itself.

Good to Know

When the Ramp section opens, map the card clearing account under Account Defaults in Chart of Accounts before the first swipe can post. A missing clearing account blocks posting. It does not guess an account. Related: Expense Tracking, Journal Entries, Bank Reconciliation.