Learn everything you and your clients need to know about Ramp
![](https://cdn.exceedlms.com/uploads/resource_hero_pictures/targets/4839217/w550/set-up-ramp-2400x650.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4uZXhjZWVkbG1zLmNvbS91cGxvYWRzL3Jlc291cmNlX2hlcm9fcGljdHVyZXMvdGFyZ2V0cy80ODM5MjE3L3c1NTAvc2V0LXVwLXJhbXAtMjQwMHg2NTAucG5nIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzIyMTA5Mjg5fX19XX0_&Signature=NvBLKONrggRcr040KdqTHSkLznxWVJzDAz7X2yj1MpdZx3xB~Hf-1jUV~mxF9BNKd~MXMk5bBaobrfgggoW~hWnqMZH4Jjl3XwD6SyAnKxcsu0FSg-bwAqR2OzDL0jtKZ7o5SuWM3JS4lCOUYiNkX5HB~v7arc2jlMFGVbHoGW1axYWy8hH-deraU-fivlEz4FB5l4FwqtzHL40dxeKJyb4IgwmOeMfCoIGyzNe9PbWei3I~0UtUoRCT-3BMcdRPGrOWshW2AP6gI-OkuA6vNQDGDhRGKxk6I-IZ7CyCHXro4GYPlytSFDi1rVoYZ5yRQw8PQ0Do-iPsMWQJ7C3zEg__&Key-Pair-Id=APKAJINUZDMKZJI5I6DA)
-
Setting up your Ramp account
-
How your clients will connect their bank account
-
Progress check
-
Configure accounting rules
-
Progress check - Accounting
-
Set up bill pay
-
Add a vendor to Bill Pay
-
Progress check - Bill Pay
-
Set up approval workflows
-
Set up spend guidelines
-
Configure submission policies
-
Progress check - Ramp company settings
-
Configure Spend Programs
-
Set up reimbursements
-
Use Ramp's Advisor Console
-
Add a client to Ramp
-
Progress check - Advisor console