Moving to Ramp?

Preserve Historical Expense Records Before Leaving Your Current System

Moving to Ramp can improve how future expenses are submitted, approved, and managed. Before retiring your current expense management system, determine what historical information will move forward and what should be preserved separately.

Nine Peaks Solutions can collect and organize the historical expense and compliance information your organization needs before access to the previous system becomes difficult, expensive, or unavailable.

Don’t leave valuable historical records behind when you move to a new system.

Information we can preserve from your current system:

• Expense reports
• Receipts and supporting attachments
• Approval and audit history
• Employee and user profiles
• Corporate card transactions
• Employee reimbursements
• Vendor, invoice, and purchase-order information
• Other historical expense information identified during project scoping

What you get with Nine Peaks Solutions:

• An assessment of the historical information available in your current system
• A collection plan aligned with your system-transition schedule
• Preservation of reports, receipts, attachments, and structured expense data
• Information organized for future research, audits, and compliance requests
• Reduced dependence on the previous application and subscription
• A U.S.-based project team that manages the collection process with minimal effort required from your staff
• Flexible delivery options based on your security, access, and retention requirements

Why Preserve Historical Expense Data When Moving to Ramp?

Moving to Ramp does not eliminate the future need for information stored in your current expense management system. Employees may have questions about prior reimbursements, Finance may need to research past transactions, and auditors may request expense reports, receipts, approvals, or other supporting documentation.

Preserving this information separately can provide continued access without requiring your organization to maintain the previous application solely for historical research. Nine Peaks Solutions can help determine what should be collected and how it should be organized for future business, compliance, and audit needs. The goal is simple: preserve valuable expense information today so it remains available when someone needs it later.