Here to help

Learn to navigate Ramp’s expense management platform with this comprehensive introduction. This video covers setting up an account, issuing cards, managing reimbursements, and inviting team members. Explore key features like transaction tracking, statement history, expense policies, and the use of physical and virtual cards. Plus, discover advanced functions such as restricting spending categories, enabling automated payments, and integrating with HRIS and accounting systems.

Get an overview of how Ramp Treasury helps businesses earn on operating cash, extend payment terms, and automate financial workflows. Learn how the Ramp Business Account and Ramp Investment Account provide greater flexibility, efficiency, and control over business finances.

Explore how Ramp Treasury simplifies cash management with automated transfers, seamless payments, and optimized financial workflows. This demo walks through the Treasury tab, the Ramp Business Account, and key automation features to help businesses maximize liquidity and streamline operations.

The Ramp Investment Account allows businesses to invest their cash into FUGXX, a money market fund. FUGXX is a government money market fund that seeks to provide high liquidity and a competitive yield while investing in short-term U.S. Treasury obligations and government securities. For more information, visit Ramp's help center. https://support.ramp.com/hc/en-us/articles/37119973102995-Ramp-Investment-Account-Overview#:~:text=Currently%2C the Ramp Investment Account,Treasury obligations and government securities.

Learn to simplify accounts payable with Ramp’s Bill Pay features in this detailed walkthrough. This video covers setting up accounts, configuring approval workflows, managing vendors, and tracking bills. Explore payment methods like ACH, checks, and virtual cards, along with tools for automation, recurring payments, and collaboration to streamline your Bill Pay process.

Follow a detailed dive into Ramp Procurement from an administrative perspective.

Learn how to set up and enforce travel policies, manage trip approvals, and track travel spend effectively with Ramp Travel. This free tool makes booking business travel easy for employees while giving admins full control over policies and expenses. Discover how to customize travel rules for flights, hotels, and per diem rates, streamline approvals with automated workflows, and gain insights into organizational travel activity. By the end of this video, you'll be equipped to simplify business travel management and save costs for your company.

This video explains how Ramp integrates with ERP systems, offering real-time data syncing, transaction classification, and multi-entity management. We will cover how this integration helps streamline expense management, enhanced financial visibility, and improved compliance. This video highlights integration setup, and best practices to optimize usage.

Learn to optimize your accounting workflow by connecting Ramp with software like QuickBooks Online in this comprehensive tutorial. This video covers setting up liability accounts, configuring sync settings, and efficiently coding transactions using bulk edits, rules, and search functionalities. Discover how to enable employee coding, manage reimbursements and bill pay, and streamline the reconciliation process. With practical demonstrations, you’ll master advanced tools like automation rules, managing hidden fields, and downloading reports for seamless accounting management.

Learn how to connect QuickBooks Desktop to Ramp, ensuring accurate financial data integration. This video covers creating a liability account in QuickBooks, importing and exporting your chart of accounts, vendor lists, customer lists, and class lists. The session also explains configuring accounting settings, automating transaction coding with rules, and exporting coded transactions for seamless syncing.

Learn to efficiently set up your accounting system in Ramp with Universal CSV. Topics covered include: importing your Chart of Accounts, adding custom fields, applying accounting automation, coding transactions, and seamlessly exporting data to your ERP system for streamlined financial management.

Learn to streamline employee management and enhance security with Ramp’s integrations for HRIS and SSO/SAML providers. This video covers supported providers, key functionalities, and benefits such as automated employee data syncing and improved compliance. You’ll also see a step-by-step demo on inviting employees to Ramp using these connections, along with best practices for successful integration and user management.