Expense management setup and walkthrough

Published: Jun 16, 2025
Duration 1h
Difficulty Beginner
- Credential For Completion
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In this course, we provide a comprehensive walkthrough of Ramp's expense management system. It equips partners with the knowledge and tools needed to help their clients set up their Ramp accounts, manage expenses, and streamline their organization’s financial processes. Learners will explore key features such as onboarding, card issuance, expense policies, transaction tracking, and reimbursements. By the end of the course, you’ll be fully prepared to leverage Ramp for efficient and controlled expense management.

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 key elements of Ramp’s platform needed to utilize its onboarding tools.
Distinguish between Ramp’s physical and virtual cards, and recall how to issue and manage them.
Recognize how Ramp handles reimbursements for out-of-pocket expenses.
Recall the steps needed to create and customize expense policies to establish clear expectations and compliance among team members.
Identify how Ramp organizes roles so you can invite and manage team members, assign roles, and organize people by department or location.

Expense management setup and walkthrough

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

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Expense management setup and walkthrough

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