Audience: Neo1 Admins


Default automation rules are set within the fields

This functionality allows you to define which Neo1 element decides which default elements to use when a user is managing a transaction. Setting this up drastically improves the user experience and ensures that the correct coding is applied to transactions. 


Available default sources

  • Budget - Used when users request a budget and complete the optional coding. We recommend this is set as source number 1. 

  • Expense Type - Used when a user selects an expense type, and is typically used to hard code the aligning Account/PL/Nominal code so that the selection is automated. For example, select "Accommodation" as an expense type and the "Hotel/Travel Account" code from the finance system is used.

  • User - Driven from the user profile settings. This is used for coding which is driven by the employee, such as their default cost centre, department, or if they only work on a single client or project. 

Default coding source configuration suggestion based on popular segment types  

How to add a default sources to a field

Setting a Default automation rules within the field creation

Step 1: Open the relevant field and click Edit default automation rules

Step 2: Click the dropdown for the first source

Step 3: Select the default source which has the highest priority. (Budget, Expense type, User)

Step 4: If applicable select the second and third source

Step 5: Click Confirm

Next Steps: Now that we have covered segment dependencies, let's review Segment Code Owners.