Onboarding
Platform Overview
Come check out our live Platform Overview session, where a Ramp expert walks through how to get set up and invite the team, all in 45 minutes. Attend this session first!
Onboarding
Bill Pay Walkthrough
After you've attended our Platform overview webinar, explore the ins-and-outs of Ramp's bill payments software. Learn how to add vendors, pay them in a click, and sync their payments to your GL.
Onboarding
Accounting Setup Overview
After you have joined our Platform overview, tune in to our Accounting Onboarding session, where we cover linking your ERP, setting up category rules, and prepare you to sync your first transaction.
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Choose the appropriate session for you, based on your Accounting ERP
Accounting Onboarding
QBO, NetSuite, Sage Intacct
After you have joined our Platform overview, tune in to our QBO, NetSuite, and Sage Intacct Onboarding session, where we cover linking your ERP, setting up category rules, and prepare you to sync your first transaction.
Accounting Onboarding
Other Providers (Universal CSV)
If you're using another Accounting provider, tune into this Universal CSV session after the Platform Overview, where we will walk through the step by step set up for importing your Chart of Accounts, coding & exporting transactions, and much more.
Accounting Onboarding
QuickBooks Desktop
If you're using QuickBooks Desktop, tune into our Accounting overview session after the Platform overview, where we cover importing data, coding & exporting transactions, and much more.
On-demand recordings
FAQs
What is the length and frequency of the live training sessions?
We host four 45-minute live training sessions each week: 2 Platform Overviews, 1 Accounting Setup, and 1 Bill Pay Walkthrough.
What topics are discussed in each?
A high-level overview:
- Platform Overview sessions cover the fundamentals of Ramp—setting up a card, configuring your expense policy, and inviting the team.
- Accounting Setup sessions ensures your Ramp <> ERP integration is seamless. We’ll set up category, merchant, and card rules, and prep you for the first magical sync.
- Bill Pay Walkthrough sessions delve into the accounts payable process. From adding a vendor onto Ramp to creating workflows to get the proper sign-offs, we’ll cover it all.
Who leads these sessions?
Our live training sessions are hosted by our Customer Education team, with members of our Success team standing by to answer any specific questions you may have. You’re in great hands.
Should I invite my team to these sessions?
Typically, these sessions are catered to the team members who will be managing Ramp. But there’s no hard rule—the more the merrier!
How many of these sessions can I attend?
There’s no limit, you can attend as many as you’d like!
Will I get access to the recordings after the sessions?
You sure will—we’ll email you with a recording of the session so you can check it out at your leisure.
What if I need additional support following the sessions?
Our team is happy to help! Visit the Help Center here, or within Ramp, use the chatbot at the bottom right of your screen to get answers to specific questions.
