Topics

  1. Setting up Neo1 (Admin Guides)

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

    1. Option #1: Schedule a live 30-minute onboarding/training call

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

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

    9. About Amex GBT Travel

    10. Travel Policy Options

    11. Understanding and Managing Email Notifications (Travel)

    12. Getting started...

    13. Creating Segments

    14. Mapping Expense Types

    15. Setting Mileage Rates

    16. How can I change tax codes and rates?

    17. Where can I find extract files?

    18. How do I manage accruals?

    19. Enabling Users to create Cash Expenses

    20. Purchase, Justify, Approve. 3 steps to managing employee spend

    21. Company Settings Overview

    22. Submit Card Setup Request

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

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

    25. Connecting Neo1 to Xero Accounting

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

    27. Connecting Neo1 to Sage Accounting Online

    28. Connecting Neo1 to Quickbooks

    29. Manually Setting up Neo1 for your Finance System

    30. Reconciliation: Running Extracts from Neo1

    31. About Neo1

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

    33. How to request a password re-set

    34. Integrations (Into Neo1)

    35. 8-Minute System Demo - Neo1

    36. Adding a Delegate to Your Profile

  2. Travel

    How to setup your travel profile and book a trip

    1. Update Traveler Profile For Another User (Admin rights)

    2. Update Traveler Profile (for yourself)

    3. How to Book a Flight

    4. How to Book a Hotel

    5. How to Book a Car Rental

    6. How to book travel

    7. How to book a train

    8. How to place a hold on a trip

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

    10. How to Modify or Cancel a Trip

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

    12. How to Share a Trip

    13. How to Change Fare Class (Airfare)

    14. Assigning the Arranger role

    15. How to Book Travel (Arrange) for Others

    16. Book Travel for a Guest

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

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

    19. How to find a Draft or Booked Trip

    20. Individual payment card(s) for travel

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

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

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

    24. How to Approve Travel (as a Supervisor)

    25. Getting Offline Support from a Travel Counsellor

    26. Whats App Support for Travel

    27. Setting up pre-trip approval in Neo1

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

  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. How to Update a User Profile

    7. What is the Expense Timeline?

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

    9. Manually create company card transactions

    10. VIDEO_Create and Approve Expense Lines

    11. Claiming Mileage in Neo1 (Users Guide)

  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. What are the types of report I can access?

    2. Reporting Basics (Spend Management Only)

    3. Reporting Dashboard

    4. Predefined Reports

    5. Report Builder

    6. Multi Company Reporting

    7. Travel Reports

    8. Travel Reports (including Tag (Purpose)

  8. Platform Information & Releases (Coming Soon)

    The latest platform information and release notes

    1. System Updates

  9. Enhancement to our Knowledgebase coming soon!

    Re-arranging categories and articles. Excuse our dust and thank you for your patience :)