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 spend management to the next level. First on the menu: a new dashboard to help you manage your business expenses efficiently and improved spend rules, with additional conditions. Sounds tasty? Explore what's new and make the most of your platform.  


What's cooking ?


Freshly Baked

Say hello to your new dashboard

We've redesigned the dashboard to deliver a more intuitive, intelligent, and impactful experience. This isn’t just a visual upgrade—it’s a smarter way to work. 

By consolidating key metrics and surfacing the most relevant data based on your role and context, the new dashboard is designed for faster, more informed decisions. Real-time analytics and predictive indicators guide your next steps, while personalized layouts keep you focused on what matters most, with streamlined navigation, actionable insights, and a cleaner interface.

Introducing "payment method" as  a spend rule condition

We’ve upgraded our expense policy engine to give you more control—with less friction. You can now set receipt requirements based on not just amount or category, but also on the payment method. Example: Improve user expense processing efficiency by removing the need to capture receipts for card transactions < $75 USD in line with IRS guidelines, while maintaining stricter rules where needed. 

It’s a smarter way to enforce policy, reduce manual reviews, and speed up reimbursements—without compromising compliance.


Served Hot

  • AI suggested purpose for expense transactions.

Role
All users
Value
Save time and build trust in automation with smart suggestions users can easily verify.
Description
When submitting a card transaction, users will now see a suggested purpose automatically filled in when a similar transaction has already been submitted. A sparkle icon and tooltip (“AI suggested”) highlight the auto-filled field, encouraging users to review it before submitting. This visual cue disappears once the user edits the field, making it clear when the suggestion has been replaced.

The Full Menu

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

  • Display hidden recipients for all admins in settings. 
  • Scroll horizontally with keyboard arrow on reports.
  • Add custom expenses category with excel company import.
  • Add default automation rules when a new expense category is created. 
  • Including decimal in mileage personal distance field.
  • Increased the visibility of the report export button to streamline access.
  • Updated platform’s email templates with a new design.
  • Refreshed UI with updated illustrations.

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.