Getting to Know the Neo1 Dashboard
In this guide you will learn how to use the Neo1 dashboard to get an overview of your business spend and help you prioritize work that needs to be done within your account.
- When you log into Neo1, the first thing you will see is the dashboard.
- It provides useful information about work to be done within each stage of the process.
- Let’s take a closer look at each section of the workflow.
Use the Homepage Dashboard workflow section to see a point-in-time overview of all spend within your own account or your team members accounts (if you are a Supervisor).
- As you hover over each tile in the workflow, it will pop-out
- Click on a workflow tile to open that area (module) of the system
- You can also click on the icons in the menu bar (left of screen) to be directed to that area of the system
Tip: When you see red, it's an action (work to be done by you). The below example shows 33 transactions that need to be justified and submitted for Supervisor approval.
Displays transactions made via your corporate card or out of pocket (cash) expenses that need to be justified (business purpose added, receipts attached, financial coding added etc.)
Expenses in the Justify queue are 'unfiled' meaning they have not been submitted to your Supervisor for review/approval.
Note: Corporate card charges will auto-populate into your Justify queue. You would manually enter out of pocket (cash) transactions within the Justify (spend) queue by selecting 'create new transaction'
Tip 1: If you have transactions that are sitting (unapproved) with your Supervisor for several days, open the Approve queue, grab a screen snip and send a follow up email reminding your leader to review/ approve. Being proactive is helpful!
Tip 2: Double check your expenses before submitting! Expenses that have been returned by your leader or Finance team for improper coding or missing receipts could result in late reimbursement or late fees on your corporate card.
Moving down the screen...
While the workflow displays count of transactions within each stage of the process, the Active spend by status displays the percentage of work to be done at each stage of the process. Once a transaction is exported to your finance system, it will no longer be displayed in your spend workflow.
In the below example, this user has 77% of his transactions that still need to be justified and submitted for review and approval.
Spend that is fully approved and extracted to your finance system will be display in the Spend Summary chart. This section provides you with a helpful snap shot of spend incurred month-over-month. This chart will really come to life as you begin using the system and submit transactions.