Home Admin Setup Guides

Admin Setup Guides

  1. User Settings

    1. Setting up new users in Neo1

    2. What Roles Can be Assign to a User?

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

    4. Travel Host Role - Allowing users to create guests

    5. Managing User Profiles

    See all 6 articles

  2. Travel Settings

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

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

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

    4. Understanding and Managing Email Notifications (Travel)

    5. About Amex GBT Travel

    See all 7 articles

  3. Expense Settings

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

    2. Getting started...

    3. Manual Integration

    4. Creating Fields

    5. Field Dependencies

    See all 16 articles

  4. Amazon Business Settings

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

  5. Budget Settings

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

  6. Finance System Connection

    1. Connecting Neo1 to Xero Accounting

    2. Connecting Neo1 to Sage Accounting Online

    3. Connecting Neo1 to Quickbooks

  7. General System Info

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

    2. How to request a password re-set

    3. Integrations (Into Neo1)

    4. Company Settings Overview

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

  8. Onboarding Training (Admin)

    1. Onboarding Overview

    2. Watch a pre-recorded onboarding call