Step into our spend management kitchen and get a taste of the exciting new features we’re serving up for your business! This snacking update will take your employee project management to the next level. First on the menu: faster bulk user updates with pre-filled templates, and quicker, more accurate expense submissions with smart categorization. Sounds tasty? Explore what's new and make the most of your platform.  

What's cooking ?


Freshly Baked

Seamless bulk user creation and update process.

Keeping user data accurate and up to date shouldn’t be a hassle. With the new pre-filled Excel template, making bulk updates is faster and more reliable.

Instead of starting from scratch, you get a ready-to-use file with existing users’ details, so you can focus on what needs to change—without worrying about formatting errors or missing information. Just download, edit, and import – it’s that simple. Whether you’re managing a growing team or handling regular updates, this makes the process smoother, reducing the risk of mistakes and saving valuable time.

To learn more on bulk users creation and updates, see this guide


Save time and reduce manual entry with smart categorization of out-of-pocket expense. 

Managing out-of-pocket expenses just got easier. With smart categorization, submitting a new transaction from a receipt is now quicker and more accurate. The system automatically fills in the key details such as amount, merchant and date – Plus it even suggests the matching categories. This reduces the time spent on manual entries, while making expense submissions more accurate and reliable.

Whether you’re handling a few transactions or a high volume, this feature helps streamline the process and cut down the risk of errors.

To see how to submit out-of-pocket expense this guide


Served Hot

  • Refined expense distribution options with a flexible calculation mode (split by % or amount).

Role
All users
Value
Delivers clearer budget oversight, minimizes manual calculation risks, accelerates cross-department approvals, and strengthens financial reporting accuracy.
Description
You can now define how an expense amount should be split on a transaction – whether evenly, specific amount or percentages. This makes it easier to manage precise cost allocation across multiple budget lines while saving time for users handling complex expenses.

  • More in-app assistance - with contextual help, and a custom option for your people to know who to contact for travel & expensing questions within your business.

Role
All users
Value
Smarter in-app assistance helps your people solve issues faster on their own, while clear internal contact points reduce friction, speed internal support and keep spend operations running smoothly.
Description
The help menu now adapts to where you are in the platform, showing relevant knowledge base articles to guide you through key actions. It also includes a custom contact – so your people always know who to reach out to internally for travel & expensing related questions, support or permission requests.

  • Addition of a new report for mileage by user.

Role
Admins and users
Value
Enhancing report details and accuracy to improve spend visibility on mileage and strengthen spend control, for audit readiness, tax and regulatory compliance.
Description
Enabling admins to view and download a report on mileage including users, mileage policy, tier, amount reimbursed, distance and fiscal year. This feature is also available to users to view their own mileage spend.

The Full Menu

Just like a pinch of salt, the following smaller updates are the seasonings that elevate your experience with Neo1.

  • Optimized synchronization on loyalty programs and travel documents 
  • Enhanced API formats. 
  • UI & UX improvements 
  • Report builder, solved saving changes after initial report creation  
  • Address errors when expense categories have unknown expense errors  
  • Address User file upload when supervisor for the user is in the same upload file 
  • Address “No receipt available” logic for milage claims where receipts should not be mandatory 
  • Corporate Card  import for Expense Category mapping for all MCC / MCG 
  • Address the visibility of the QuickBooks toggle to “ON” during every Sync/Reconciliation 
  • Prevent mapping to an inactive Expense Category by MCC 
  • Display expense category on archived transactions

Our aim is to keep improving everything we do to provide a great experience to our customers, as always any and all feedback is welcome, simply contact us at help@neo1.com.