Automating expense reporting

Published: Jun 12, 2025
Duration 30m
Difficulty Beginner
- Credential For Completion
Rating 1 star 2 stars 3 stars 4 stars 5 stars

Average rating: 0 No reviews

In this course, you will learn how Ramp’s tools and integrations streamline expense reporting for businesses and how to guide clients through automated expense management. Learn how to automate workflows by configuring integrations with popular platforms like Slack, Microsoft Teams, Google Calendar, Uber, and Lyft as well as to create accounting rules for efficient expense management. By the end of this course, you will be able to demonstrate the value of Ramp’s integrations and automations to clients and support them in optimizing their expense processes.

In order to successfully complete this course and earn 0.5 CPE credits, you must:

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

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

Looking for details on certificates, CPE credits, or support? Visit the FAQs.

Select Get Started below to begin.

Get Started

Identify the key benefits of automated expense reporting that address common client pain points.
List the steps required to integrate Ramp with third-party tools such as Slack, Microsoft Teams, Google Calendar, Uber, and Lyft.
Apply accounting rule configurations in Ramp to automatically categorize expenses and minimize manual input.
Define the process for triggering real-time expense approvals and notifications through Slack and Microsoft Teams.
Assess the return on investment (ROI) of financial process automation when presenting Ramp to prospective clients.

Automating expense reporting

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

Course content

Automating expense reporting

Course quiz

Tell us how we did

Claim and share your course certificate

Review

Warning: Closing this page may affect activity tracking!