Home Topics

Topics

  1. Admin Setup 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

    4. What Roles Can be Assigned to a User?

    5. Travel Host Role - Allowing users to create guests

    6. Managing User Profiles

    7. Invite/Re-invite Users

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

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

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

    11. Understanding and Managing Email Notifications (Travel)

    12. About Amex GBT Travel

    13. Managing Travel Policy

    14. Team Training for Travel

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

    16. Getting started...

    17. All Finance Systems Integration

    18. Creating Fields

    19. Field Dependencies

    20. Default automation rules

    21. Field Code Approvers

    22. Mapping Expense Categories

    23. Setting Mileage Rates

    24. Setting Tax Codes (rates)

    25. Connect Corporate Card

    26. Creating and managing spend rules

    27. Creating and managing recipients

    28. Managing people groups

    29. Authorize users to create cash expenses

    30. Map Connected Cards to Users

    31. End-to-End Test for Spend Management

    32. Team Training for Spend Management

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

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

    35. Connecting Neo1 to Xero Accounting

    36. Connecting Neo1 to Sage Accounting Online

    37. Connecting Neo1 to Quickbooks

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

    39. How to request a password re-set

    40. Integrations (Into Neo1)

    41. Company Settings Overview

    42. How to log as another user (as an Admin)

  2. Mobile Apps

    Mobilize Spend Management and Travel On-the-Go

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

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

    3. Neo1 Mobile App - Receipt Capture for Spend Management

  3. Budgets

    Unlock Financial Fitness: Mastering the Importance of Budgets

    1. Understanding Budgets

    2. Creating a Budget

    3. Tagging Transactions and Tracking Budget Spend

    4. Budgets : For Admins and Supervisors

    5. Budget Reporting

  4. Travel - Book & Manage

    Setup your travel profile, book and manage trips

    1. Amex GBT Travel Counsellor (Phone/Mobile/Chat Support)

    2. WhatsApp Support for Travel (US only)

    3. Where to find ticket/fare conditions online

    4. Update Your Personal Profile

    5. Update a User Profile (as an Admin)

    6. User Profiles vs. Guest Profiles

    7. Individual payment card(s) for travel

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

    9. How to Book a Flight

    10. How to Book a Hotel

    11. How to Book a Car Rental

    12. How to Book a Train

    13. How to place a hold on a trip

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

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

    16. UK Rail - Trainline Bookings (UK only)

    17. NDC Fares in Neo1

    18. How to book Ground Transport

    19. How to Book Travel (Arrange) for Others

    20. Create and Book Travel for a Guest

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

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

    23. How to Share a Trip

    24. How to Modify or Cancel a Trip

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

    26. How to Change Fare/Class (Airfare)

    27. Locate a Draft or Booked Trip (User)

    28. View All Company Trips (Admin or Arranger)

    29. Access Travel Invoices (receipts)

    30. US - Paying for Travel & Locating Invoices/Receipts

    31. UK - Paying for Travel & Locating Invoices/Receipts

    32. Travel Policy and Pre-Trip Approval

    33. How to Approve Travel (as a Supervisor)

    34. Where to find Airline Credits for all users - Admin/Arranger (US only)

    35. How to use Airline Credits

    36. Sync Trip Details: Find Airline Reference in Neo1

  5. Reporting

    For Admins & Users: learn how to generate reports and access data for Travel and Spend management

    1. Spend Reporting Dashboard

    2. Predefined Spend Reports

    3. Spend Report Builder

    4. Multi Company Reporting

    5. Travel Reports

    6. Tag/Purpose in travel booking and reporting

  6. Expense - Submit & Manage

    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. How to Update a User's Personal Profile

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

    9. Manually create out of pocket or company card transactions

    10. How to approve an expense line (transaction)

    11. How to Claim Mileage

    12. Reconciliation: Running Extracts from Neo1

    13. How to create and group transactions

    14. Where can I find extract files?

    15. How to delete transactions

  7. Virtual Cards

    Issue virtual Cards, drive efficiency and improve real-time visibility with budget integration and enhanced controls

    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 to connect Business Cards (and issue virtual Cards)

    6. Approving Budgets to fund virtual Cards

    7. Managing virtual Cards as an Admin

    8. How to connect Corporate Cards and issue virtual Cards

    9. Preparing for your virtual Card to be issued

    10. Viewing your virtual Card in Neo1

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

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

    13. Using your virtual Card to book travel with AmexGBT

    14. Using your virtual Card to make purchases online

    15. How to modify your virtual Card budget

    16. How to modify a virtual Card budget for another user (as an Admin)

    17. Understanding virtual Card Status

    18. Getting Help for virtual Cards

  8. Amazon Business

    User Guides: 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

  9. Platform Information & Releases

    The latest platform information and release notes

    1. System Updates

    2. Contact

    3. Release Notes - October 2024

    4. Release Notes - September 2024

    5. Release Notes - August 2024

    6. Release Notes - July 2024

    7. Release Notes - June 2024

    8. Release Notes - May 2024

    9. Release Notes - April 2024

    10. Release Notes - March 2024

    11. Release notes - February 2024

    12. Release notes - End of January 2024 - Neo1 design change

    13. Release Notes - January 2024

    14. November 2023 - Enhancements, Updates and Changes

    15. Release Note February 2025

    16. Release note April 2025

  10. Neo1 Academy

    Your guide to success - let these resources help you achieve Neo1 mastery!

    1. Welcome Templates (US)

    2. Welcome Templates (UK)

    3. What onboarding steps should I complete to start using Neo1? (Webinar)

    4. Expense Setup - Spend Policies

    5. Expense Setup - Before you start...

    6. Expense Setup - Financial Fields

    7. Expense Setup - Finance Field Controls

    8. Expense Setup - Automating Finance Field Coding

    9. Expense Setup - Expense Types

    10. Expense Setup - Mileage

    11. Admin Quick Actions

    12. 3 steps to get ready to book travel (Webinar)

    13. Overview of Reports

    14. Report Builder

    15. Expense Reconciliation

    16. Become a Neo1 Admin Expert (Webinar)

    17. How to log as another user (as a Delegate)