Audience: Neo1 Admins


Purpose

If you need to update a virtual Card budget to increase or remove the funding, or extend the funding end date, for a user's virtual Card, these steps will take you through modifying the budget. 



Overview

Login as the user (using your Admin access)

Step 1: Log into Neo1

Step 2: Click on your initials in the top right hand corner 

Step 3: Click on Log as another user 

Step 4: Select the individual profile you wish to access, and click Confirm


This will take you to the dashboard of the user you have selected



Access the budget which is funding the virtual Card and make changes

Step 1: Locate the virtual Card budget by opening the Budgets feature of Neo1 (select Budgets from left hand menu)


Step 2: Locate your virtual Card budget, which will have a symbol of a Card as the type and click on this line to view budget details:



Step 3:Select Request Change to make changes



Step 4: Make the required changes to amount and/or end date and click Save and Submit.




The screen will update to show the pending changes:




Step 5: These changes will now be routed for approval to the users supervisor for approval. The budgets screen will display which supervisor (and possible funding approver) this is currently sat with for approval. Please reach out to the listed approvers to approve this change in Neo1 (see this article on how supervisors can approve budgets)