Accounting
Business entities
Payments, limits, and statements
- Important update: First Republic Bank accounts transitioning to JPMorgan Chase
- 1-day payment terms
- Ramp business limits overview
- Ramp statements and statement payments overview
- Enable early automatic payments for your card statements
- Wire transfers for card statement payments
Expense policy and receipts
- Submission policies
- Set up your expense policy
- Transaction reviews
- Setting up spend request approvals
- Spend guidelines: alerts and flags
- Flagging transactions: Accidental purchase, fraud, and out of policy
Cards and transactions
- Activating a physical card
- Card declines
- What are pending charges?
- How do I communicate with other users on Ramp?
- Ramp for Excel
- Shared limits for tracking group spend
User management
- User Roles overview
- SAML IdP-initiated logins
- Setting up single sign on (SSO) and managing login controls
- IT Admin user role
- SCIM integration for Okta on Ramp
- Set up Okta for SAML 2.0 SSO
Reimbursements
- How do employee repayments work?
- Reimbursements overview for Admins
- Reimbursements set up
- Reimbursements pricing
- Reviewing reimbursements
- International reimbursements
Bill Pay
- Bill Pay set up
- Vendor Controls - Approvals for Vendor Edits
- Vendor TIN Verification
- Pay Bill Pay invoices via Ramp card
- Managing and exporting bills on Bill Pay
- Creating draft bills on Bill Pay
Procurement
- Get started with Ramp Procurement
- How to submit procurement requests
- Importing and Matching Purchase Orders (POs) on Ramp Bill Pay
- Match Card Transactions to Purchase Orders
- Overbilling Protection
- 3-Way Match with Ramp Procurement
Advisor Console
- Advisor Console overview
- Adding clients to Ramp
- Inviting staff to the Advisor Console
- Advisor Console roles and permissions
- Advisor Console account access and setup
- Connect with your Accounting firm
Ramp Travel
Integrations
- HR Integration Overview
- Set up Ramp's Gmail integration
- How do I set up or use Ramp's Integration for Slack?
- Set up Ramp's Outlook integration
- How to opt out of Ramp's Gmail and Outlook integrations
- Set up Ramp’s Uber integration