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class="no-underline w-inline-block"><div class="text-link-23-nav"><div class="text-link-23__inner"><div class="text-color black-600">NetSuite</div><img src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed1944e/65047bb9f2b0dda10ed1a383_arrow-right-23-13px.svg" loading="lazy" alt="" class="cta-arrow-23"/></div></div></a></div><div id="w-node-_688cf743-068e-e350-8638-837d1653f90a-1653f84a" class="nav-dd-list-23--grid-item"><a data-element="dropdown-link" data-w-id="e477d986-a1a0-4035-dc7d-8547c5148d33" href="https://ramp.com/integrations/quickbooks" class="no-underline w-inline-block"><div class="text-link-23-nav"><div class="text-link-23__inner"><div class="text-color black-600">QuickBooks</div><img src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed1944e/65047bb9f2b0dda10ed1a383_arrow-right-23-13px.svg" loading="lazy" alt="" class="cta-arrow-23"/></div></div></a></div><div id="w-node-_688cf743-068e-e350-8638-837d1653f90d-1653f84a" class="nav-dd-list-23--grid-item"><a 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href="https://app.ramp.com/sign-in" class="no-underline w-inline-block"><div class="p-24"><div class="flex flex-col flex-rgap-16 flex-astart"><div class="text-color black-700"><div class="detail-22">Skip directly to the Ramp login screen from now on?</div></div><div class="text-link-23-nav"><div class="text-link-23__inner"><div class="text-color black"><div class="detail-22">Yes, save me a click!</div></div><img src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed1944e/65047bb9f2b0dda10ed1a383_arrow-right-23-13px.svg" loading="lazy" alt="" class="cta-arrow-23"/></div></div></div></div></a><div class="hidden w-embed w-script"><style> @media screen and (max-width: 991px) { .sign-in-cookie-redirect-menu, .sign-in-cookie-redirect-menu:hover { display: none !important; } } </style> <script src="https://cdn.jsdelivr.net/npm/js-cookie@2.2.1/src/js.cookie.min.js"></script> <script> const hasClickedSignInCookie = 'has-clicked-sign-in'; const hasOptedInRedirectCookie = 'has-opted-in-redirect'; // const hasOptedOutRedirectCookie = 'has-opted-out-redirect'; const preventRedirectMenuFromShowing = () => { const styleNode = document.createElement('style'); styleNode.type = "text/css"; styleNode.textContent = ` .sign-in-cookie-redirect-menu, .sign-in-cookie-redirect-menu:hover { display: none !important; } `; document.getElementsByTagName('head')[0].appendChild(styleNode); } document.addEventListener('DOMContentLoaded', () => { const hasOptedInRedirect = Cookies?.get(hasOptedInRedirectCookie) ?? false; const { pathname } = window.location; if (hasOptedInRedirect && ['/', '/welcome'].includes(pathname)) { window.location.replace('https://app.ramp.com/sign-in'); return; } if (!['/', '/welcome'].includes(pathname)) { preventRedirectMenuFromShowing(); } else { const hasOptedInRedirect = Cookies?.get(hasOptedInRedirectCookie) ?? false; if (hasOptedInRedirect) { window.location.replace('https://app.ramp.com/sign-in'); } const navBarSignIns = document.querySelectorAll('[data-element="nav-sign-in-button"]'); navBarSignIns.forEach(signIn => { signIn.addEventListener('click', () => { Cookies?.set(hasClickedSignInCookie, true, { expires: 90 }); }); }); const optInRedirectElement = document.getElementById('opt-in-redirect'); optInRedirectElement.addEventListener('click', () => { analytics?.track('Opted Into Sign-In Redirect'); Cookies?.set(hasOptedInRedirectCookie, true, { expires: 90 }); }); /* const optOutRedirectElement = document.getElementById('opt-out-redirect'); optOutRedirectElement.addEventListener('click', () => { Cookies?.set(hasOptedOutRedirectCookie, true, { expires: 90 }); }); const hasOptedOutRedirect = Cookies?.get(hasOptedOutRedirectCookie) ?? false; */ const hasClickedSignIn = Cookies?.get(hasClickedSignInCookie) ?? false; if (!hasClickedSignIn) { preventRedirectMenuFromShowing(); } /* if (!hasClickedSignIn || hasOptedOutRedirect) { preventRedirectMenuFromShowing(); } */ } }); </script></div></div></div><a id="explore-product-btn" data-analytics="Explore Product CTA Clicked" data-property-location="Navbar on Scroll" href="https://ramp.com/see-a-demo" class="nav-button-23--cta-test w-node-b1c02799-37f9-dd1d-1ffb-2d9a235f4791-235f477d w-inline-block"><div class="nav-button-text-23">See a demo</div></a><div class="hidden w-embed"><style> @media screen and (min-width: 992px) and (max-width: 1020px) { .nav-contain-23 { padding-left: 16px; padding-right: 14px; } .nav-menu-23--right { grid-column-gap: 6px; } } @media screen and (min-width: 1021px) and (max-width: 1050px) { .nav-contain-23 { padding-left: 23px; padding-right: 19px; } .nav-menu-23--right { grid-column-gap: 10px; } } </style></div></div><div class="nav-menu-23--right-mobile"><a id="w-node-b1c02799-37f9-dd1d-1ffb-2d9a235f4796-235f477d" href="https://app.ramp.com/sign-in" target="_blank" class="nav-button-23--mobile w-inline-block"><div class="nav-button-text-23">Sign in</div></a><div class="nav-23-hamburger w-nav-button"><div class="w-embed"><svg id="menu-open" width="17" height="18" viewBox="0 0 17 18" fill="none" xmlns="http://www.w3.org/2000/svg"> <g clip-path="url(#clip0_553_15248)"> <rect y="5.21948" width="1.5" height="24" transform="rotate(-90 0 5.21948)" fill="currentColor" /> <rect y="9.71948" width="1.5" height="24" transform="rotate(-90 0 9.71948)" fill="currentColor" /> <rect y="12.7195" width="24" height="1.5" fill="currentColor"/> </g> <defs> <clipPath id="clip0_553_15248"> <rect width="17" height="18" fill="white" transform="translate(0 0.000732422)"/> </clipPath> </defs> </svg> <svg id="menu-close" width="16" height="16" viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg"> <rect x="0.328003" y="1.33829" width="1.70489" height="20.4587" transform="rotate(-45 0.328003 1.33829)" fill="currentColor"/> <rect width="1.70489" height="20.4587" transform="matrix(-0.707107 -0.707107 -0.707107 0.707107 15.6718 1.33829)" fill="currentColor"/> </svg> <style> .w-nav-button.w--open #menu-open { display: none; } .w-nav-button.w--open #menu-close { display: block; } .w-nav-button:not(.w--open) #menu-open { display: block; } .w-nav-button:not(.w--open) #menu-close { display: none; } </style></div></div></div></div><div class="custom-styles w-embed"><style> @media screen and (min-width: 992px) { .nav-toggle-23:focus .nav-toggle-text-23 { background-color: #f6fab2; color: #1f1f1f; } } @media screen and (max-width: 991px) { .w-nav-overlay { overflow: scroll; margin-bottom: 24px; } } /* start - overlay that shows when dropdown is opened */ .nav-desktop-overlay { display: none; pointer-events: none; } @media screen and (max-width: 991px) { .nav-desktop-overlay { display: none !important; } } .w-dropdown-toggle.w--open + .nav-desktop-overlay, .right-click-menu-23.visible + .nav-desktop-overlay { display: block; position: absolute; top: 0px; left: -100vw; height: 100vh; width: 300vw; background: linear-gradient(180deg, rgba(28, 27, 23, 0.00) 0%, rgba(28, 27, 23, 0.70) 100%); } /* end - overlay that shows when dropdown is opened */ .nav-brand-23.w-nav-brand { color: inherit; } @media screen and (min-width: 992px) { .nav-dd-list-23--wide.w--open, .nav-dd-list-23.w--open, .nav-dd-list-23--sol.w--open, .nav-dd-list-23--res.w--open { box-shadow: 0px 232px 65px rgba(0, 0, 0, 0.01), 0px 35px 59px rgba(0, 0, 0, 0.06), 0px 20px 50px rgba(0, 0, 0, 0.2), 0px 37px 37px rgba(0, 0, 0, 0.14), 0px 9px 20px rgba(0, 0, 0, 0.19), 0px 0px 0px rgba(0, 0, 0, 0.2); } .nav-toggle-23 { color: inherit; } .nav-link-main-23 { color: inherit; } .nav-link-main-23.w--current { color: inherit; } .nav-link-main-23.w--current:hover { color: #1f1f1f; } /* .resource-nav--link { color: inherit; } .resource-nav--link.w--current { color: inherit; } */ } .nav-button-23 { color: inherit; /*border-color: inherit;*/ } .nav-button-23--mobile { color: inherit; } .nav-23 path, .resource-page--nav-23 path { transition: fill .2s ease-in; } .nav-23-down-caret { display: none; } .nav-toggle-23.w--open .nav-23-up-caret { display: none; } .nav-toggle-23.w--open .nav-23-down-caret { display: block; } .nav-menu-23--right, .nav-menu-23.w-nav-menu, .resource-page--nav-23, .resource-nav-23.w-nav, .resource-page--navbar-23.w-nav, .resource-page--navbar-spacer .resource-page-23 { transform-style: flat !important; } @media screen and (min-width: 992px) and (max-width: 1279px) { .nav-dd-23 .nav-toggle-23 { padding-left: 2px; padding-right: 2px; } .nav-dd-23:first-child .nav-toggle-23 { padding-left: 0px; } .nav-menu-cta-23 .nav-link-main-23 { margin-left: 2px; margin-right: 2px; } .nav-menu-cta-23:last-child .nav-link-main-23 { margin-right: 0px; } } @media screen and (min-width: 1280px) { .nav-dd-23 .nav-toggle-23 { padding-left: 4px; padding-right: 4px; } .nav-dd-23:first-child .nav-toggle-23 { padding-left: 0px; } .nav-menu-cta-23 .nav-link-main-23 { margin-left: 4px; margin-right: 4px; } .nav-menu-cta-23:last-child .nav-link-main-23 { margin-right: 0px; } } </style></div><div class="custom-js w-embed w-script"><script> document.addEventListener('DOMContentLoaded', () => { const dropdowns = document.querySelectorAll('.nav-inner .w-dropdown'); dropdowns.forEach(section => { const div = document.createElement('div'); div.classList.add('nav-desktop-overlay'); const dropdownList = section.querySelector('.w-dropdown-list'); section.insertBefore(div, dropdownList); }); const rightClickDropdown = document.querySelector('.right-click-menu-23'); const overlay = document.createElement('div'); overlay.classList.add('nav-desktop-overlay'); //const parent = rightClickDropdown.parentElement; //const dropdownList = section.querySelector('.w-dropdown-list'); //parent.insertBefore(overlay, rightClickDropdown); rightClickDropdown.after(overlay); //rightClickDropdown.append(overlay); /* Navbar Dropdown Menu, Track Menu Links Being Clicked - START */ const navDropdownLinks = document.querySelectorAll('[data-element="dropdown-link"]'); navDropdownLinks.forEach(link => { const url = link.getAttribute('href'); analytics?.trackLink(link, 'Nav Menu Cell Clicked', { link: url, has_tagline_description: false, }); }); const navBlogLinks = document.querySelectorAll('[data-element="blog-link"]'); navBlogLinks.forEach(link => { const url = link.getAttribute('href'); analytics?.trackLink(link, 'Nav Menu Cell Clicked', { link: url, has_tagline_description: true, }); }); /* Navbar Dropdown Menu, Track Menu Links Being Clicked - END */ /* Navbar Dropdown Menu, Track Menu Opening - START */ const throttle = (func, timeFrame) => { let context, args; let lastTime = 0; return function () { context = this; args = arguments; const now = Date.now(); if (now - lastTime >= timeFrame) { func.apply(context, args); lastTime = now; } }; }; const changeIndex = mutation => { if (mutation.attributeName === 'style') { if (mutation.target.style.zIndex === '901') { // when the dropdown opens const dropdownName = mutation.target.querySelector('.nav-toggle-23')?.innerText; if (dropdownName) { analytics?.track("Navbar Dropdown Menu Opened", { menu_name: dropdownName }); } } } } const throttledChangeIndex = throttle(changeIndex, 50); document.querySelectorAll(".nav-dd-23.w-dropdown").forEach(menu => { const newObserver = new MutationObserver(mutations => { mutations.forEach(throttledChangeIndex); }); newObserver.observe(menu, { attributes: true, attributeFilter: ["style"] }); }); /* Navbar Dropdown Menu, Track Menu Opening - END */ }); </script></div><div class="white-nav-bar"><div class="w-embed"><style> .nav-23 { color: #1f1f1f; background-color: rgba(255, 255, 255, .5); border-bottom: 1px solid rgba(31, 31, 31, .05); } .resource-page--nav-23 { color: #1f1f1f; background-color: rgba(255, 255, 255, .5); } @media screen and (max-width: 991px) { .resource-page--nav-23 { border-bottom: 1px solid rgba(31, 31, 31, .05); } } /* .nav-menu-23--right { border-color: rgba(255, 255, 255, .2); } */ .nav-button-23 { border-color: rgba(255, 255, 255, .2); } .nav-23-hamburger, .nav-button-23--mobile { background-color: rgba(31, 31, 31, .05); border: 1.5px solid rgba(31, 31, 31, 0); } .resource-nav--search-input-23::placeholder { color: rgba(31,31,31,.5); } @media screen and (max-width: 991px) { .resource-page--nav-23:hover { border-color: rgba(31, 31, 31, .05); } } @media screen and (min-width: 992px) { .resource-nav--link { color: #1f1f1f; } .resource-nav--link:hover { /*box-shadow: inset 0 -1px 0 0 #1f1f1f;*/ border-color: #1f1f1f; } .resource-nav--link.w--current { color: #1f1f1f; /*box-shadow: inset 0 -1px 0 0 #1f1f1f;*/ border-color: #1f1f1f; } } </style></div></div></div></div></div></div><div><div data-w-id="c41f208d-6a36-2f06-cda1-0efc736c9e1e" class="nav-trigger-23"></div><div class="hidden w-embed w-script"><script> /* document.addEventListener('DOMContentLoaded', () => { const st = window.pageYOffset || document.documentElement.scrollTop; if (st > 0) { const exploreBtn = document.getElementById('explore-product-btn'); exploreBtn.style.display = 'block'; } }); */ </script></div></div></div><div class="main-22"><div style="display:none;opacity:0" class="modal-wrapper"><div v-on:click="setModalActive(false)" data-w-id="2402d1e8-396d-a0f9-765a-41a2bc560fa9" class="modal__background-click-closer"></div><div class="modal invoice-modal"><div class="my-24"><div class="section-22 overflow-visible"><div class="contain-22"><div class="adoc-modal"><img width="24" height="24" alt="" src="https://cdn.prod.website-files.com/63584c0cb762ec7c67adff29/63584c0cb762ec22abae03fa_x.svg" loading="lazy" v-on:click="setModalActive(false)" data-w-id="2402d1e8-396d-a0f9-765a-41a2bc560faf" class="adoc__modal-close"/><img loading="lazy" src="https://cdn.prod.website-files.com/plugins/Basic/assets/placeholder.60f9b1840c.svg" alt="" class="adoc__modal-image"/><div class="bg-color bg-white br-8"></div></div></div></div></div></div></div><div id="app" class="section-22 overflow-visible"><div class="contain-22 px-0 px-md-0 px-sm-0"><div class="py-16 py-md-0"><div class="px-16 px-md-0"><div class="adoc-grid"><div id="w-node-_2402d1e8-396d-a0f9-765a-41a2bc560fb7-e75be038"><div id="w-node-_2402d1e8-396d-a0f9-765a-41a2bc560fb8-e75be038" class="adoc-sidebar"><div v-cloak="true" v-show="show_mobile_menu" class="adoc-sidebar__categories"><a href="https://accountants.ramp.com/glossary" class="detail-22 strong no-underline">Accounting glossary</a><div v-for="item in accounting_documents" v-cloak="true" class="adoc-sidebar__category"><div v-on:click="toggleSidebarCategory(item)" class="adoc-sidebar__category-header"><div v-text="item.category" class="adoc-sidebar__category-text">Category</div><div class="adoc-sidebar__category-icon"><img v-if="!item.expanded" loading="lazy" alt="" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed1944e/66707f1acdbbbcf8915f98f6_add.svg"/><img v-else="" loading="lazy" alt="" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed1944e/66707f1acdbbbcf8915f9954_remove.svg"/></div></div><div v-if="item.expanded" class="adoc-sidebar__category-body"><a v-bind:href="doc.url" v-for="doc in item.documents" v-text="doc.name" href="#" class="detail-22 no-underline c-text--light--hushed">Document</a></div></div><div id="acctDocs" class="hide w-dyn-list"><div role="list" class="w-dyn-items"><div data-category="Transaction and Reconciliation Documents" data-name="Trial Balance Report" data-slug="trial-balance-report-example" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Transfer Pricing Policy" data-slug="transfer-pricing-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Lease Accounting Policy" data-slug="lease-accounting-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Tax Return Workpapers" data-slug="tax-return-workpapers-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Stock Option Plan Documentation" data-slug="stock-option-plan-example" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Revenue Recognition Policy" data-slug="revenue-recognition-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Petty Cash Log" data-slug="petty-cash-log-template" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Purchase Order" data-slug="purchase-order-template" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Purchase Requisition" data-slug="purchase-order-requisition-example" role="listitem" class="w-dyn-item"></div><div data-category="Financial Statements and Reporting" data-name="Notes to the Financial Statements" data-slug="notes-to-the-financial-statements-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Proforma invoice" data-slug="proforma-invoice-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Month-end Closing Checklist" data-slug="month-end-closing-checklist-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Loan Amortization Schedule" data-slug="loan-amortization-schedule-template" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Fixed Asset Register" data-slug="fixed-asset-register-example" role="listitem" class="w-dyn-item"></div><div data-category="Financial Statements and Reporting" data-name="Board of Directors&#x27; Financial Report" data-slug="board-of-directors-financial-report" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Internal Control Checklist" data-slug="internal-control-checklist-example" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Inventory Valuation Report" data-slug="inventory-valuation-report" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Intercompany Agreements" data-slug="intercompany-transactions-agreements-example" role="listitem" class="w-dyn-item"></div><div data-category="Financial Statements and Reporting" data-name="Financial Statement Consolidation" data-slug="financial-statement-consolidation" role="listitem" class="w-dyn-item"></div><div data-category="Financial Statements and Reporting" data-name="Profit &amp; Loss Statement (Income Statement)" data-slug="income-statement-example" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Depreciation Policy" data-slug="depreciation-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Equity Reconciliation" data-slug="equity-reconciliation-template" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Foreign Currency Translation Policy" data-slug="foreign-currency-translation-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Employee Reimbursement Policy" data-slug="employee-expense-reimbursement-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Dividend Distribution Resolution" data-slug="dividend-distribution-resolution-example" role="listitem" class="w-dyn-item"></div><div data-category="Budgeting, Planning, and Analysis" data-name="Debt Covenant Compliance Report" data-slug="debt-covenant-compliance-report-example" role="listitem" class="w-dyn-item"></div><div data-category="Transaction and Reconciliation Documents" data-name="Debit Memo" data-slug="debit-memo-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Commercial invoice" data-slug="commercial-invoice-example" role="listitem" class="w-dyn-item"></div><div data-category="Transaction and Reconciliation Documents" data-name="Credit Memo" data-slug="credit-memo-example" role="listitem" class="w-dyn-item"></div><div data-category="Financial Statements and Reporting" data-name="Chart of Accounts" data-slug="chart-of-accounts-example" role="listitem" class="w-dyn-item"></div><div data-category="Financial Statements and Reporting" data-name="Cash Flow Statement" data-slug="cash-flow-statement-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Cash Handling Policy" data-slug="cash-handling-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Budgeting, Planning, and Analysis" data-name="Capital Expenditure (CapEx) Approval Form" data-slug="capital-expenditure-approval-form-template" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Audit Preparation Checklist" data-slug="audit-preparation-checklist-example" role="listitem" class="w-dyn-item"></div><div data-category="Transaction and Reconciliation Documents" data-name="Bank Reconciliation Statement" data-slug="bank-reconciliation-statement-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Audit Report" data-slug="audit-report-template" role="listitem" class="w-dyn-item"></div><div data-category="Financial Statements and Reporting" data-name="Balance Sheet (Statement of Financial Position)" data-slug="balance-sheet-example" role="listitem" class="w-dyn-item"></div><div data-category="Transaction and Reconciliation Documents" data-name="Accounts Payable Aging Report" data-slug="accounts-payable-aging-report-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Year-end Closing Checklist" data-slug="annual-year-end-closing-checklist-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Audit Planning Memorandum" data-slug="audit-planning-memorandum-example" role="listitem" class="w-dyn-item"></div><div data-category="Transaction and Reconciliation Documents" data-name="Accounts Receivable Ledger" data-slug="accounts-receivable-ledger-example" role="listitem" class="w-dyn-item"></div><div data-category="Transaction and Reconciliation Documents" data-name="Accounts Receivable Aging Report" data-slug="accounts-receivable-aging-report-example" role="listitem" class="w-dyn-item"></div><div data-category="Transaction and Reconciliation Documents" data-name="Accounts Payable Ledger" data-slug="accounts-payable-ledger-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Representation Letter" data-slug="accounting-representation-letter-example" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Accounting Policies and Procedures Manual" data-slug="accounting-policies-and-procedures-manual-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Client Onboarding Checklist" data-slug="accounting-client-onboarding-checklist-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Quality Control Manual" data-slug="accounting-firm-quality-control-manual-example" role="listitem" class="w-dyn-item"></div><div data-category="Accounting Policies and Procedures" data-name="Account Mapping Guidelines" data-slug="account-mapping-guidelines-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Client Confidentiality Agreement" data-slug="accounting-client-confidentiality-agreement-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Client Engagement Letter" data-slug="accounting-client-engagement-letter-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Professional Liability Insurance Policy" data-slug="accountants-professional-liability-insurance-policy-example" role="listitem" class="w-dyn-item"></div><div data-category="Audit and Compliance" data-name="Auditor&#x27;s Management Letter" data-slug="accounting-auditors-management-letter-template-example" role="listitem" class="w-dyn-item"></div><div data-category="Client and Firm Management" data-name="Client Feedback Form" data-slug="accounting-client-feedback-form-example" role="listitem" 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Bookmark Ramp&#x27;s free accounting templates section in our accountant directory.</div></div><div class="hide-tablet mt-32"><div class="adoc-search"><div class="mb-0 w-form"><form id="email-form-2" name="email-form-2" data-name="Email Form 2" method="get" data-wf-page-id="6671e4edf5572700e75be038" data-wf-element-id="2402d1e8-396d-a0f9-765a-41a2bc560fea" data-turnstile-sitekey="0x4AAAAAAAQTptj2So4dx43e"><div class="adoc__search-bar"><div class="adoc__search-input"><input class="adoc__search-text w-input" maxlength="256" name="query-3" data-name="Query 3" placeholder="Search for a document" type="text" id="query-3"/><input type="submit" data-wait="" class="adoc__search-submit w-button" value=""/></div></div></form><div class="w-form-done"><div>Thank you! Your submission has been received!</div></div><div class="w-form-fail"><div>Oops! Something went wrong while submitting the form.</div></div></div></div></div></div></div></div><div class="bg-color bg-surface--smolder br-8 br-md-0"></div></div></div><div id="w-node-_2402d1e8-396d-a0f9-765a-41a2bc560ff6-e75be038" class="px-24 px-xl-40 px-md-12"><div id="w-node-_2402d1e8-396d-a0f9-765a-41a2bc560ff7-e75be038"><div v-show="!show_results &amp;&amp; !is_searching" class="mt-64"><h3 class="h3-22">Most popular</h3><div id="most-popular" class="pos-rel mt-32"><div class="swiper adoc-swiper w-dyn-list"><div role="list" class="swiper-wrapper flex w-dyn-items"><div role="listitem" class="swiper-slide adoc-card w-dyn-item"><a href="/documents/stock-option-plan-example" class="adoc-card-link w-inline-block"><div class="adoc-card-thumb"><img loading="lazy" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed19471/6670729294feb23bdcde9b50_65fdd8f8f2fe54f9d93a1eb7_65fdb76c3632955eeefb44be_i1xOzmH_d.webp" alt="" class="_w-full h-auto"/></div><div class="p-24"><div class="body-22 strong">Stock Option Plan Documentation</div></div></a></div><div role="listitem" class="swiper-slide adoc-card w-dyn-item"><a href="/documents/proforma-invoice-example" class="adoc-card-link w-inline-block"><div class="adoc-card-thumb"><img loading="lazy" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed19471/66707290b23f2f925f1ba6ee_6615b5495236333b7d5b0c3b_660f01e6050e8148be2c221c_Proforma%252520invoice%252520(Example).png" alt="" class="_w-full h-auto"/></div><div class="p-24"><div class="body-22 strong">Proforma invoice</div></div></a></div><div role="listitem" class="swiper-slide adoc-card w-dyn-item"><a href="/documents/employee-expense-reimbursement-policy-example" class="adoc-card-link w-inline-block"><div class="adoc-card-thumb"><img loading="lazy" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed19471/6670728d46a43bae9645cd2b_6615b547e9e26f20f2edce1d_660f023f8b33dfd94619f77f_Employee%252520Reimbursement%252520Policy.png" alt="" class="_w-full h-auto"/></div><div class="p-24"><div class="body-22 strong">Employee Reimbursement Policy</div></div></a></div><div role="listitem" class="swiper-slide adoc-card w-dyn-item"><a href="/documents/credit-memo-example" class="adoc-card-link w-inline-block"><div class="adoc-card-thumb"><img loading="lazy" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed19471/6670728c64038cd62903235d_65fb7240d9c095f2228922a4_65f9fe85a81a0631e00a2c7f_AZ0DaGa_d.webp" alt="" class="_w-full h-auto"/></div><div class="p-24"><div class="body-22 strong">Credit Memo</div></div></a></div><div role="listitem" class="swiper-slide adoc-card w-dyn-item"><a href="/documents/accounts-receivable-aging-report-example" class="adoc-card-link w-inline-block"><div class="adoc-card-thumb"><img loading="lazy" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed19471/66707289f6aa024c3c710777_6615b545f2b82ce417077134_660f04f2bb068f209c5926f9_R%252520Aging%252520Report).png" alt="" class="_w-full h-auto"/></div><div class="p-24"><div class="body-22 strong">Accounts Receivable Aging Report</div></div></a></div><div role="listitem" class="swiper-slide adoc-card w-dyn-item"><a href="/documents/accounting-client-onboarding-checklist-example" class="adoc-card-link w-inline-block"><div class="adoc-card-thumb"><img loading="lazy" src="https://cdn.prod.website-files.com/65047bb9f2b0dda10ed19471/66707289c0f4a03b3ad251de_6615b544e2728e87486be4ab_660f021555bcb96d33a9c171_Client%252520Onboarding%252520Checklist%252520(Accounting%252520Client%252520Onboarding%252520Checklist).png" alt="" class="_w-full h-auto"/></div><div class="p-24"><div class="body-22 strong">Client Onboarding Checklist</div></div></a></div></div></div><div class="swiper-button-next"></div><div class="swiper-button-prev"></div><div class="adoc-swiper__gradient"></div></div></div><div v-cloak="true" v-if="show_results &amp;&amp; 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!is_searching" class="my-64 my-sm-56"><div class="px-md-12"><div class="adoc-content-body"><div id="w-node-_2402d1e8-396d-a0f9-765a-41a2bc561044-e75be038"><div class="new-blog-post w-richtext"><h2><strong>Free Accounting Templates</strong></h2><p><strong>‍<br/></strong>Our collection boasts over 60 free accounting templates, meticulously curated to support accountants from the start of their careers. We have gathered accountant-approved examples that set industry standards into this essential resource for any accountant, finance professional, or accounting student.</p><ul role="list"><li><strong class="strong">Comprehensive Collection:</strong> Our extensive selection of templates ensures you have all the documentation you need in one place.</li><li><strong class="strong">Example-Packed Resources:</strong> Each template serves as a hands-on tutorial, featuring real-world examples that demonstrate best practices in the accounting field.</li><li><strong class="strong">Trusted Industry Intelligence:</strong> Gain insights and methods established by reputable finance experts.</li></ul><h3><strong>Leverage the Power of Our Free Accounting Templates</strong><br/></h3><ul role="list"><li><strong class="strong">Boost Your Productivity:</strong> With our templates at your fingertips, spend less time drafting from scratch and more time analyzing and advising.</li><li><strong class="strong">Enhance Your Professional Growth:</strong> Use our templates as the foundation for developing your expertise and enhancing your professional value.</li><li><strong class="strong">Stay Ahead of the Curve:</strong> Our templates equip you to confidently tackle continuous industry changes and challenges.</li></ul></div></div></div></div></div><div v-if="!show_results &amp;&amp; is_searching" class="mb-80"><div class="px-md-12"><div class="adoc-disclaimer"><div class="detail-22 c-text--light--hushed max-w-800">The information provided in this article does not constitute legal or financial advice and is for general informational purposes only. Please check with an attorney or financial advisor to obtain advice with respect to the content of this article.</div></div></div></div></div></div></div></div></div></div></div><div id="bottom-cta" class="section-22"><div class="bg-color bg-surface--smolder"></div><div class="contain-22"><div class="py-72 py-sm-48"><div class="bottom-cta-wrapper"><div class="mb-24"><h2 class="h4-22 text-center c-text--dark--primary">Learn how Ramp makes accounting easy</h2></div><div class="get-ramp-form-22 w-form"><form method="get" class="get-ramp-form-22__inner" data-get-started-form="true" name="email-form" data-name="Email Form" cvr-component="page_bottom_cta" data-low-intent-form-id="" discovery-method-details="accounting_documents_library" zapier-webhook="https://hooks.zapier.com/hooks/catch/12412334/3xf20p3/" id="email-form" data-allow-personal-emails="" discovery-method="" data-wf-page-id="6671e4edf5572700e75be038" data-wf-element-id="c2c28d00-719f-267a-ebe0-f770b5effe44" data-turnstile-sitekey="0x4AAAAAAAQTptj2So4dx43e"><div class="spacer-8"><div class="get-ramp-form-23__input-wrapper input-dark"><input class="get-ramp-form-23__email-input input-dark w-node-c2c28d00-719f-267a-ebe0-f770b5effe47-b5effe43 w-input" maxlength="256" name="Email" data-name="Email" placeholder="What&#x27;s your work email?" type="email" id="Email" required=""/><input type="submit" data-wait="Please wait..." data-cta-element="cta-button" class="get-ramp-form-23__submit button-loud w-button" value="Get Started"/></div><div class="text-center"><div data-form-element="error-message" class="get-ramp-error-msg-22">Error Message</div><div data-form-element="credit-check-message" class="no-credit-checks-22 white-500">No personal credit checks or founder guarantee.</div></div></div></form><div class="w-form-done"><div>Thank you! 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2<br/>New York, NY 10010 USA</div></div></div></div><div id="w-node-d91b4cb5-68fd-2e8c-f4c7-5fb9b7a39562-ea1092bf" class="footer__cta-title"><div class="h4-22">Join the 25,000+ businesses simplifying their finances with Ramp</div></div><div id="w-node-dd98a453-1258-c5bf-cdae-0d391bcde3a5-ea1092bf" class="footer__cta-form"><div class="get-ramp-form-22 w-form"><form data-experiment="" method="get" class="get-ramp-form-22__inner" data-get-started-form="true" name="email-form" data-name="Email Form" cvr-component="global_footer_cta" discovery-method-details="" id="email-form" discovery-method="" data-wf-page-id="6671e4edf5572700e75be038" data-wf-element-id="34b04e38-a09f-f782-ab45-1d635615a1fc" data-turnstile-sitekey="0x4AAAAAAAQTptj2So4dx43e"><div class="spacer-8"><div class="get-ramp-form-23__input-wrapper"><input class="get-ramp-form-23__email-input w-node-_34b04e38-a09f-f782-ab45-1d635615a1ff-5615a1fb w-input" maxlength="256" name="Email" data-name="Email" placeholder="What&#x27;s your work email?" type="email" id="Email-2" required=""/><input type="submit" data-wait="Please wait..." data-cta-element="cta-button" class="get-ramp-form-23__submit button-loud w-button" value="Get Started"/></div><div class="text-center-md"><div data-form-element="error-message" class="get-ramp-error-msg-22">Error Message</div><div data-form-element="credit-check-message" class="no-credit-checks-22">No personal credit checks or founder guarantee.</div></div></div></form><div class="w-form-done"><div>Thank you! Your submission has been received!</div></div><div class="w-form-fail"><div>Oops! Something went wrong while submitting the form.</div></div></div></div></div></div></div><div class="hidden"></div></div><div class="mt-24"><div class="footer__cta-grid align-top"><div id="w-node-_2d30016b-8a62-27ee-a2fc-274c2aca7d0e-ea1092bf" class="footer__disclaimer"><div class="text-color black-400"><div class="vertical__8"><div class="detail-22">© 2024 Ramp Business Corporation. “Ramp” and the Ramp logo are registered trademarks of the company.<br/></div><div class="detail-22">The Ramp Visa Commercial Card and the Ramp Visa Corporate Card are issued by Sutton Bank and Celtic Bank (Members FDIC), respectively.<br/></div><div data-anchor-target="disclaimer" id="w-node-_472b0d09-73e1-97f9-2d2d-7673d71704be-ea1092bf" class="detail-22">1. We calculate average savings as a percentage of an illustrative customer&#x27;s total card spending when using Ramp features designed to reduce business expenses. Keep in mind that this percentage is an estimate, not a guarantee. Ramp delivers savings from more than just card spending; savings can also come from non-card expenses so we may factor decreases to non-card spending into our calculation. For example, savings may result from reduced time spent on manual expense tracking, the financial benefit of cash back or other rewards, smarter expense monitoring, and eliminating costs associated with alternative solutions. Our calculations are based on platform data, industry research, customer surveys, and info on alternative options. Your actual savings may vary.</div><div class="detail-22">Please visit our <a href="https://ramp.com/legal/platform-agreement" class="detail-22">Terms of Service </a>for more details. 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document.addEventListener('DOMContentLoaded', () => { // Create a URL object for the current page const currentUrl = new URL(window.location.href); // Filter and store the relevant parameters const relevantParams = new URLSearchParams(); sfdcUTMList.forEach(param => { if (currentUrl.searchParams.has(param)) { relevantParams.append(param, currentUrl.searchParams.get(param)); } }); // Convert relevant params to a query string const relevantParamsString = relevantParams.toString(); // Only proceed if we have relevant parameters if (relevantParamsString) { $('a').each(function () { let href = $(this).attr('href'); if (href) { // Check if the href is a full URL or just a path const isFullUrl = href.startsWith('http://') || href.startsWith('https://') || href.startsWith('//'); if (isFullUrl) { const linkUrl = new URL(href); linkUrl.search = linkUrl.search ? linkUrl.search + '&' + relevantParamsString : '?' + relevantParamsString; $(this).attr('href', linkUrl.href); } else { // For relative URLs, we need to handle them differently href += (href.includes('?') ? '&' : '?') + relevantParamsString; $(this).attr('href', href); } } }); } }); </script><script src="https://cdn.jsdelivr.net/npm/algoliasearch@4.5.1/dist/algoliasearch-lite.umd.js"></script> <script src="https://cdn.jsdelivr.net/npm/vue@2.7.16/dist/vue.js"></script> <script src="https://marketing-site-5bx.pages.dev/Components/accountantDirectory/documentsLibrary.min.js"></script> <!-- <script> const rampAcctDoc = { init() { new Vue({ el: "#app", data: { is_searching: false, has_searched: false, query: null, results: null, results_limit: 100, show_results: false, show_no_results: false, show_mobile_menu: false, viewport_width: window.innerWidth, default_thumbnail_url: "https://cdn.prod.website-files.com/5f8dd056c51c1d04c3eaa497/6601ab95eef282f0f251f280_Placeholder%20Thumbnail.svg", accounting_documents: [], template_url: `${location.origin}/documents/`, }, computed: { no_results() { return this.results === null || this.results.length < 1; }, no_query() { return this.query === null; }, show_default() { return !this.has_searched; }, }, methods: { async search() { if (this.query === null || this.query === "") { this.reset(); return; } this.is_searching = true; this.setParamsInURL(); await this.runSearch(); this.checkForNoResults(); this.show_results = true; this.is_searching = false; if (this.is_mobile && this.show_mobile_filters) { this.toggleMobileMenu(); } }, async handleMainSearchFormSubmit() { this.search(); }, async handleSidebarSearchFormSubmit() { if (window.location.pathname !== "/documents") { const params = this.getQueryParamsString(); window.location.href = `${location.origin}/documents?` + params; } else { this.search(); } }, reset() { this.has_searched = false; this.query = null; this.results = null; this.is_searching = false; this.show_results = false; this.setParamsInURL(); }, toggleMobileMenu() { this.show_mobile_menu = !this.show_mobile_menu; }, async runSearch() { const client = algoliasearch( "TROURMES0V", "2428e8007fe7bd393dd8ef2d4ffe46ce", ); const index = client.initIndex("prod__accounting_documents"); var searchSettings = { hitsPerPage: 100 }; await index .search(this.query, searchSettings) .then(({ nbHits, hits }) => { var hits = hits.length === 0 ? null : hits; let results = hits ? hits.map((item) => { if (!item.thumbnailImage) { item.thumbnailImage = {}; item.thumbnailImage.url = this.default_thumbnail_url; } return item; }) : null; this.results = results; }); this.has_searched = true; }, checkForNoResults() { let showNoResults = false; if (this.results === null) { showNoResults = true; } this.show_no_results = showNoResults; }, trackCtaClick(name) { analytics.track("Marketing Site CTA Clicked", { name, }); }, toggleSidebarCategory(category) { category.expanded = !category.expanded; }, loadSidebar() { const accountingDocuments = []; const accountingDocumentItems = document.querySelectorAll( "#acctDocs div[role='listitem']", ); accountingDocumentItems.forEach((item) => { const obj = { name: item.getAttribute("data-name"), slug: item.getAttribute("data-slug"), category: item.getAttribute("data-category"), }; 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document.querySelector("#acctDocs").remove(); }, setParamsInURL() { const params = new URLSearchParams(location.search); if (this.query) { params.set("q", this.query); window.history.replaceState( {}, "", `${location.pathname}?${params}`, ); } else { params.delete("q"); window.history.replaceState({}, "", `${location.pathname}`); } }, getQueryParamsString() { if (this.query) { const params = new URLSearchParams(location.search); params.set("q", this.query); return params.toString(); } }, parseParamsInURL() { const urlQuery = new URLSearchParams(document.location.search).get( "q", ); if ( urlQuery && window.location.pathname === "/documents" ) { this.query = urlQuery; this.search(); } }, reinitWebflow() { if (window.Webflow) { window.Webflow.destroy(); window.Webflow.ready(); if (window.Webflow.require("ix2") !== undefined) { window.Webflow.require("ix2").init(); } } }, }, beforeCreate() { document.querySelectorAll("#app img").forEach((item) => { if (item.hasAttribute("v-bind:src")) { item.removeAttribute("srcset"); item.removeAttribute("sizes"); item.removeAttribute("src"); } }); document.querySelectorAll("#app a").forEach((item) => { if (item.hasAttribute("v-bind:href")) { item.removeAttribute("href"); } }); document.querySelectorAll("#app .adoc-search form").forEach((item) => { item.setAttribute( "v-on:submit.stop.prevent", "handleMainSearchFormSubmit()", ); }); document.querySelectorAll("#app .adoc-sidebar form").forEach((item) => { item.setAttribute( "v-on:submit.stop.prevent", "handleSidebarSearchFormSubmit()", ); }); document .querySelectorAll("#app form input[type='text']") .forEach((item) => { item.setAttribute("v-model.lazy", "query"); }); }, created() { this.loadSidebar(); this.parseParamsInURL(); const queryString = window.location.search.replace(/ /g, "%20"); const urlParams = new URLSearchParams(queryString); if (!urlParams.get("utm_campaign")) { if (!Cookies?.get("initial_utm_campaign")) { Cookies?.set( "initial_utm_campaign", "accounting_documents_library", { expires: 90 }, ); Cookies?.set("initial_utm_campaign_at", getCurrentTimeUTC(), { expires: 90, }); } else { Cookies?.set("utm_campaign", "accounting_documents_library", { expires: 90, }); Cookies?.set("utm_campaign_at", getCurrentTimeUTC(), { expires: 90, }); } } }, destroyed() {}, mounted() { this.reinitWebflow(); }, updated() { this.reinitWebflow(); }, }); }, formatDate(d) { return new Date(d).toLocaleDateString("en-US", { month: "long", day: "numeric", year: "numeric", }); }, }; rampAcctDoc.init(); const swiper = new Swiper(".swiper", { direction: "horizontal", followFinger: true, slideToClickedSlide: false, slidesPerView: 1.25, spaceBetween: 16, rewind: false, cssMode: false, mousewheel: { forceToAxis: true, }, keyboard: { enabled: true, onlyInViewport: true, }, navigation: { nextEl: ".swiper-button-next", prevEl: ".swiper-button-prev", }, breakpoints: { // when window width is >= 768px 768: { slidesPerView: 3.25, }, // when window width is >= 992px 992: { slidesPerView: 3.25, }, }, }); // Check if there are H2 elements in the new-blog-post section document.addEventListener("DOMContentLoaded", function () { if (document.querySelector(".new-blog-post h2")) { const h2Elements = document.querySelectorAll(".new-blog-post h2"); const tocList = document.querySelector(".blog__sidebar-links"); h2Elements.forEach((h2, index) => { const tocItem = document.createElement("li"); tocItem.classList.add("blog__sidebar-link"); tocItem.setAttribute("data-anchor-link", `section-${index}`); tocItem.textContent = h2.textContent; tocList?.appendChild(tocItem); h2.setAttribute("data-anchor-target", `section-${index}`); h2.setAttribute("id", `section-${index}`); }); } else { const tocContainer = document.querySelector(".blog-sticky-23"); tocContainer.style.display = "none"; } }); </script> --></body></html>

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