How to assign Deel expense categories to Ramp Reimbursements

Currently, the Deel Adjustment Category field, necessary for a successful sync, is not available upon the creation of reimbursements in Ramp.
 

The custom reimbursement category must be assigned by the worker after creation or by an approver during the approval process.

In this article 

• Before you begin
• How to assign a category to an existing reimbursement
  • As a worker
  • As an approver

Before you begin

You must have:

• A Deel account and be logged in.
• Deel Organization Admin or Integrations Admin - Bookeeper.
• An active integration between Deel and Ramp
• Admin permissions in Ramp.
• Created a reimbursement in Ramp.

How to assign a category to an existing reimbursement

As a worker

Once you have submitted a reimbursement request, you must manually assign the Deel category to ensure it syncs:

1. From the Ramp Home tab, go to My Expenses > Reimbursements.
2. Click on the specific reimbursement to open the Edit form.
3. Locate the Deel Adjustment Category custom field.
4. Select the appropriate category from the dropdown menu and save.

As an approver

Approvers can review and set the category at any stage of the approval chain:

1. Open the reimbursement request from your Approvals queue.
2. Locate the Deel Adjustment Category field.
3. Verify or select the correct value before granting final approval.