Home Topics

Topics

  1. Setting up Neo1 (Admin Guides)

    Admin guides to get you up and running, quick and easy.

    1. Onboarding Overview

    2. Watch a pre-recorded onboarding call

    3. Setting up new users in Neo1

    4. What Roles Can be Assign to a User?

    5. How as a Delegate - Into Another User Profile

    6. Travel Host Role - Allowing users to create guests

    7. Managing User Profiles

    8. Invite/Re-invite Users

    9. Travel Setup Basics: Load Users & Update Traveler Profiles

    10. How To Add a Company Level Payment Method (for Travel)

    11. How To Add a Company Level Loyalty Program (Air/Car)

    12. Understanding and Managing Email Notifications (Travel)

    13. About Amex GBT Travel

    14. Managing Travel Policy

    15. Purchase, Justify, Approve : 3 steps to managing employee spend

    16. Getting started...

    17. Manual Integration

    18. Creating Segments

    19. Segment Dependencies

    20. Segment Default Coding Sources

    21. Segment Code Owners

    22. Mapping Expense Types

    23. Setting Mileage Rates

    24. Setting Tax Codes (rates)

    25. Connect Corporate Card

    26. Creating and managing spend policies

    27. Authorize users to create cash expenses

    28. Map Connected Cards to Users

    29. End-to-End Test for Spend Management

    30. Team Training for Spend Management

    31. Getting Started with Amazon Business in Neo1: Link Neo1 to your Amazon Business account

    32. How does Neo1 help me manage budgets for employee spend?

    33. Connecting Neo1 to Xero Accounting

    34. Video Demo: Connecting to Xero > exporting a charge to Xero

    35. Connecting Neo1 to Sage Accounting Online

    36. Connecting Neo1 to Quickbooks

    37. About Neo1

    38. How to Register a Company on Neo1 (2 Stages)

    39. How to request a password re-set

    40. Integrations (Into Neo1)

    41. 8-Minute System Demo - Neo1

    42. Adding a Delegate to Your Profile

    43. Company Settings Overview

    44. How to log as another user

  2. Travel

    How to setup your travel profile and book a trip

    1. Update a Personal Profile For Another User (Admin rights)

    2. Update Your Personal Profile

    3. How to Book a Flight

    4. How to Book a Hotel

    5. How to Book a Car Rental

    6. How to Book a Train

    7. How to place a hold on a trip

    8. How to Add a Hotel or Car Rental to a Flight booking

    9. Webinar - How to Seamlessly Book Travel with Neo1!

    10. UK Rail - Trainline Bookings (UK only)

    11. NDC Fares in Neo1

    12. How to use trip planning capabilities ‘Door 2 Door'

    13. How to Modify or Cancel a Trip

    14. How to Add a Hotel, Car or Train to a Trip

    15. How to Share a Trip

    16. How to Change Fare/Class (Airfare)

    17. Assigning the Arranger role

    18. How to Book Travel (Arrange) for Others

    19. Create and Book Travel for a Guest

    20. How to Duplicate a Trip Itinerary (for Another Traveler)

    21. Can Group or multiple passengers be added to a single trip record?

    22. How to find a Draft or Booked Trip

    23. Individual payment card(s) for travel

    24. Shared (centralized) payment card(s) for travel

    25. Access Travel Invoices (receipts) (US only)

    26. How to see my Company Trips (as an Admin and Arranger)

    27. How to Approve Travel (as a Supervisor)

    28. Getting Offline Support from a Travel Counsellor

    29. WhatsApp Support for Travel (US only)

    30. Travel Policy and Pre-Trip Approval

    31. How to make changes to the Neo1 Default Travel Policy

    32. How to use Airline Credits

    33. How to Pay for Travel and Where to Find Invoices/Receipts (US)

    34. How to Pay for Travel and Where to Find Invoices/Receipts (UK)

    35. Where can I find the Airline Reference

  3. Spend Management

    How to submit out of pocket or credit card transactions

    1. Spend Management for End Users

    2. Manager/ Supervisor Role - Spend Management

    3. Finance Role - Spend Management

    4. Working with Account Delegations

    5. Neo1 Homepage Dashboard

    6. What is the Expense Timeline?

    7. VIDEO_Create and Approve Expense Lines

    8. How to Update a User Profile

    9. Submit company card transactions (from daily file feed)

    10. Manually create out of pocket or company card transactions

    11. How to approve an expense line (transaction)

    12. Reporting Basics (Spend Management Only)

    13. How to Claim Mileage

    14. Reconciliation: Running Extracts from Neo1

    15. How to create and group transactions

    16. Where can I find extract files?

    17. How do I manage accruals?

  4. Amazon Business

    How to purchase from Amazon Business

    1. How to buy on Amazon Business through Neo1

    2. Managing Addresses in Amazon Business

    3. Maximise VAT reclaim with Amazon Business

    4. How to define a delivery address when Purchasing on Amazon Business

  5. Budgets

    How to set-up and use budgets

    1. Understanding Budgets

    2. Creating a Budget

    3. Tagging Transactions and Tracking Budget Spend

    4. Budgets : For Admins and Supervisors

    5. Budget Reporting

  6. Mobile Apps

    Documentation and setting up our mobile apps

    1. Download and setup the Amex GBT Mobile App (for Travel only)

    2. How to book travel with the Amex GBT Mobile App

    3. Video - Mobile Receipt Capture & Creating a New Expense line

    4. Neo1 Mobile App - Receipt Capture for Spend Management

  7. Reporting & BI

    How to pull reports and access data for Travel and Spend management

    1. Reporting Dashboard

    2. Predefined Reports

    3. Report Builder

    4. Multi Company Reporting

    5. Travel Reports

    6. Travel Reports (including Tag/Purpose)

  8. Virtual Card Accounts

    Provide your employees with a virtual Card to allow dynamic funding based on approved budgets.

    1. What are virtual Cards?

    2. Virtual Card Common Use Cases

    3. How do virtual cards work in Neo1? (End-to-End Overview)

    4. Why use virtual Cards in my business?

    5. How do I create a virtual Card?

    6. Approving Budgets to fund virtual Cards

    7. Managing virtual Cards as an Admin

    8. Preparing for your virtual Card to be issued

    9. Viewing your virtual Card in Neo1

    10. Requesting a budget to fund your virtual Card in Neo1

    11. Adding your virtual Card to your mobile wallet (iOS and Android)

    12. Using your virtual Card to book travel with AmexGBT

    13. Using your virtual Card to make purchases online

    14. Modifying a budget for virtual Card funding as an Admin for another user

    15. Understanding virtual Card Status

    16. Getting Help for virtual Cards

  9. Platform Information & Releases (Coming Soon)

    The latest platform information and release notes

    1. System Updates

  10. Admin Toolkit

    Change Management & User Training Resources

    1. Welcome Email Template (US)

    2. Welcome Email Template (UK)