Creating a code owner
To create a code owner, you must first create a segment following this guide.
Within that set-up process, you will then be tasked with creating your segment codes, and a code owner can be assigned at that time.
Step 1: Click on Settings
Step 2: Click on Accounting
Step 3: Click on View segment (eyeball icon)
In the example below our segment is Account Code
Step 4: Add a new value or edit an existing Value
Step 5: Add a new value or edit an existing Value
Step 6: Click on the dropdown under Owner and select the user who will be the code owner for this specific code.
Step 7: Click on Confirm
Step 7: Repeat the above steps for other codes that require a code owner
Managing approvals as a code owner
When a spend item (budget/expense) has been submitted by a user, including a code with an established code owner, the code owner will be notified, via email, that they have a pending approval request.
Step 1: Log into Neo1
Step 2: Click on Authorize. You will be presented with a list of your pending approval request.
Step 3: You will be presented with a list of your pending approval request
Step 4: Hover your mouse over the Expense line and on the right hand-side of the line 3 options will appear:
Approve (tick icon)
Reject (reject icon)
View Expense (eyeball icon)