Managing Spend (by user role)

  1. Spend Management for End Users

    A complete business spend management platform Right out of the box, the platform provides everything you need to manage spend, designed to provide you bett...

    Mon, 4 May, 2020 at 5:14 PM

  2. Spend Management for Managers / Supervisors

    As well as a full, easy to use process for users to create and work with purchases there are a number of features designed for Managers to be able to easily...

    Mon, 4 May, 2020 at 5:29 PM

  3. Spend Management: Tasks for Finance Users

    Finance teams are key users of the platform, and there are two main functions built for Finance users: Financial Review / Audit: The transactional approva...

    Mon, 4 May, 2020 at 5:40 PM

  4. Working with Account Delegations

    Neo1 supports the delegation of a users Neo1 account to another user, allowing another user full access into their account to perform duties on their behalf...

    Wed, 6 May, 2020 at 11:17 AM

  5. Video - Mobile Receipt Capture & Creating a New Expense line

    Fri, 9 Sep, 2022 at 9:14 PM