Cards & Transactions
- Activating a Card
- Card Declines
- What are pending charges?
- Why am I asked to verify transactions?
- Card Limits and Spend Programs
- Disputes at Ramp
- User Roles Overview
- Delegate Approvers
- Ramp for Multi-Entity Companies
- Unified Login
- Multi-Factor Authentication
- Assistant Role (Previously Copilot)
Payments, Limits, and Statements
- Ramp Bank Connections Overview
- Ramp Statements and Statement Payments Overview
- Ramp Business Limits Overview
- Commerce Sales-based Underwriting
- How do I link my bank account?
- How do I make a payment to Ramp?
- Match Transactions to Open Bills
- How does Ramp handle transactions with closed period dates in NetSuite?
- How to enter transactions from a CSV into QuickBooks Desktop (enter as items instead of expenses)
- NetSuite Multi-Entity Changes and Frequently Asked Questions
- Sage Multi-Entity Changes and Frequently Asked Questions
- International Accounting Support
- Keeping track of referrals and partner tier
- Assigning staff members to clients
- Offboarding from the Advisor Console
- How do I know if my clients have been connected?
- Set up an authenticator device or change 2FA
- Connect and configure your accountant's access
- International Reimbursements
- Reimbursements Overview
- Syncing reimbursements to accounting
- Reimbursements Set Up
- Reimbursements Pricing
- How can I edit or delete a drafted reimbursement?
- Bill Pay Setup
- Vendor Management on Ramp
- Importing and Matching Purchase Orders (POs) on Ramp
- Bill Pay Tax Support
- Invoice Line Items: “Expense” vs. “Item”
- International Payments Overview
Expense Policy & Receipts
- Auto-Generated Receipts
- Set Up Ramp's Outlook Integrations
- Set Up Ramp’s Amazon Business Integration
- Set Up Ramp's Lyft Integration
- Set Up Ramp's Gmail Integration
- Submitting Receipts & Memos
- Exporting Your Data on Ramp
- Adding Ramp cards to 1Password
- How to Opt Out of Ramp's Gmail and Outlook Integrations
- AngelList Stack Integration
- Workday Integration Set Up
- Ramp Chrome Extension