Accounting partner

Setting up your Ramp account

• 2 m

How your clients will connect their bank account

• 2 m

Progress check

• 1 m

Configure accounting rules

• 6 m

Progress check - Accounting

• 2 m

Set up bill pay

• 6 m

Add a vendor to Bill Pay

• 2 m

Progress check - Bill Pay

Set up approval workflows

• 5 m

Set up spend guidelines

• 4 m

Configure submission policies

• 2 m

Progress check - Ramp company settings

• 2 m

Configure Spend Programs

• 2 m

Set up reimbursements

• 3 m

Use Ramp's Advisor Console

• 6 m

Add a client to Ramp

• 2 m

Progress check - Advisor console

• 3 m