Accounting deep dive

Configure and optimize Ramp's accounting integration settings by connecting supported ERPs, authenticating access, and ensuring accurate financial data sync.

Set up and manage default account configurations by defining sync settings for transactions, reimbursements, bill payments, and treasury across liability, cash, and AP accounts.

Implement effective accounting rules and automation by configuring custom field mappings, default accounting options, and automated sync processes to streamline reconciliation.

Identify transaction lifecycles and sync processes by tracking sync statuses, managing approvals, and ensuring proper categorization before posting to an ERP.

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.

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.