Accounting deep dive

Published: Jul 1, 2025
Duration 1.3h
Difficulty Intermediate
- Credential For Completion
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This comprehensive course is designed for partners who support clients in implementing and optimizing Ramp's accounting capabilities. Whether you're an accountant, system integrator, or financial institution partner, this course will equip you with the detailed knowledge needed to maximize the value of Ramp's accounting features.

We'll explore advanced configurations, best practices, and technical aspects of Ramp's accounting functionality. This course builds upon foundational knowledge while remaining ERP-agnostic, allowing you to apply these concepts across different accounting systems.

This course is for Ramp Owners, Admins, and IT Admins user roles.

In order to successfully complete this course and earn 1 CPE credit, you must:

Complete the course content
Answer the review questions throughout the course
Complete the qualified assessment with a minimum of 75% accuracy within one year of course enrollment

For a list of key terms, check out our Course Glossary.

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Identify the steps to configure and optimize Ramp's accounting integration settings by connecting supported ERPs, authenticating access, and ensuring accurate financial data sync.
List the steps to set up and manage default account configurations by defining sync settings for transactions, reimbursements, bill payments, and treasury across liability, cash, and AP accounts.
Recall how to implement effective accounting rules and automation by configuring custom field mappings, default accounting options, and automated sync processes to streamline reconciliation.
Assess transaction lifecycles and sync processes by tracking sync statuses, managing approvals, and ensuring proper categorization before posting to an ERP.
Assess how to troubleshoot common accounting integration challenges by identifying and resolving sync errors, missing data, and mapping issues using the Sync History tab and field configuration tools.
Recall how to configure and manage multi-entity accounting setups by assigning transactions, reimbursements, and payments to specific entities, configuring entity-level sync settings, and setting currency preferences.

Accounting deep dive

By the end of this course, you will be able to:

Course content:

Accounting deep dive

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