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Ramp transaction review brief

by recued-core v1 15 views

Use “Ramp transaction review brief” in Recued. It provides a read-only Ramp transaction-review brief.

How it works 11 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (11 steps)
transactions_raw ?
users_raw ?
departments_raw ?
locations_raw ?
funds_raw ?
programs_raw ?
transactions default
Apply default
transaction_count count
Count items in transactions
summarize ?
transaction_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 7 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

ramp setting =
focus setting = Summarize the visible Ramp transactions that need action. Separate approval blockers, missing memo or receipt evidence, policy violations, accounting-coding gaps, and sync readiness. Use user, department, location, fund, and spend-program context only when the IDs support the association. Do not invent facts outside the returned Ramp data.
entity id setting = [object Object]
max length setting = 1200
sync status setting = NOT_SYNC_READY
approval status setting = AWAITING_REVIEWER
transaction state setting = ALL

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Ramp connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

ramp ramptransactionsapprovalsaccountingspend-controlsreviewai-summarypack:ramp

Details

11 steps 7 configurable settings recipe_id: transaction-review-brief-ramp