UNDERSTANDING GROUPS
When creating a transaction, you are presented with the option to create or select a "group" within the available fields of data for the submission. A group label may be a specific trip, conference, client name etc. Assigning a group will allow you to later sort by that group name within your Neo1 expense list, and within the spend reporting.
CREATING AND USING GROUPS
Start by following the guide for manually creating a transaction or submitting a transaction from your card feed. Within the group field, you are able to create a new group entry or select from an existing group label.
When your submission is complete, save and submit, as appropriate.
On the spend screen, you can now sort your transaction by group label.
When building a report, you can also choose to include Group within your data source.
