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Setting up Neo1 (Admin Guides)
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Setting up Neo1 (Admin Guides)
Onboarding Training (Admins)
Onboarding Overview
Watch a pre-recorded onboarding call
Set-up/Manage Users & Assign Roles (Admins)
Setting up new users in Neo1
What Roles Can be Assign to a User?
How as a Delegate - Into Another User Profile
Travel Host Role - Allowing users to create guests
Managing User Profiles
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Set-up Travel (Admins)
Travel Setup Basics: Load Users & Update Traveler Profiles
How To Add a Company Level Payment Method (for Travel)
How To Add a Company Level Loyalty Program (Air/Car)
Understanding and Managing Email Notifications (Travel)
About Amex GBT Travel
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Set-up Spend Management (Admins)
Purchase, Justify, Approve : 3 steps to managing employee spend
Getting started...
Manual Integration
Creating Segments
Segment Dependencies
See all 16 articles
Set-up Amazon Business (Admins)
Getting Started with Amazon Business in Neo1: Link Neo1 to your Amazon Business account
Set-up Budgets (Admins)
How does Neo1 help me manage budgets for employee spend?
Finance System Connection
Connecting Neo1 to Xero Accounting
Video Demo: Connecting to Xero > exporting a charge to Xero
Connecting Neo1 to Sage Accounting Online
Connecting Neo1 to Quickbooks
General System Info
About Neo1
How to Register a Company on Neo1 (2 Stages)
How to request a password re-set
Integrations (Into Neo1)
8-Minute System Demo - Neo1
See all 8 articles