The Scenario
You are a finance manager and it is three days before the monthly close. Someone on the team flags that two employees submitted reimbursements six weeks ago and neither has been paid. You go into Ramp to check — there are 34 open reimbursements, submitted across the past two months, in various states of pending and processing. You have no idea which ones are old enough to be a problem.
The bad version:
- Filter Ramp to status pending, note the count, then filter again to status processing, note that count — the UI does not combine them in one view.
- Export two separate CSVs, open both, combine into one sheet, add a column for submission date, write a formula to calculate days open from today.
- Discover that three rows have no submission date in the export, so now you go back into Ramp to check those manually.
You needed this information before the close meeting, not the morning after.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It reads the sheet and connects to Ramp through a built-in integration, pulling reimbursement data and computing additional columns without you leaving the spreadsheet.
List all Ramp reimbursements with status pending or processing, import submitter name, amount, date, and status into this sheet, then add a Days Open column calculated from today
What You Get
- All open reimbursements land in a single table — pending and processing combined — with no manual merge needed.
- The Days Open column is populated per row using the submission date and today's date.
- Submitter name, amount, currency, and current status are all present in labeled columns.
- Rows with no submission date show a blank in Days Open so they stand out immediately.
What If the Data Is Not Quite Ready
You only want items open longer than 14 days
Fetch all pending and processing Ramp reimbursements, paste submitter name, amount, date, and status into this sheet, and highlight any row where the submission date is more than 14 days ago in column F as Overdue
You want to group by employee to see who has the most outstanding
List all open Ramp reimbursements, paste them into this sheet grouped by submitter name, and add a subtotal row per employee showing total outstanding amount
Some rows are missing a submission date
Pull all pending and processing Ramp reimbursements into this sheet, and for any row where submission date is missing write Check Manually in the Days Open column instead of leaving it blank
Kill chain: age, flag, sort, and surface in one prompt
Fetch all pending and processing Ramp reimbursements, paste submitter name, amount, date, and status starting at A2, add a Days Open column calculated from today, mark any row over 14 days as Overdue in column F, and sort the sheet by Days Open descending so the oldest ones are at the top
One prompt, one result. No second pass to add the sort, no manual filter to find the old ones.
Try It
Get the 7-day free trial of SheetXAI and open whatever sheet you use for close-month tracking, then ask it to pull all open Ramp reimbursements with their age already calculated. See also how to bulk export all transactions or audit your full card portfolio.
