The Basics & Navigation

  1. Neo1 Homepage Dashboard

    Audience: All Users Purpose In this guide you will learn how to use the Neo1 dashboard to get an overview of your business spend and help you pri...

    Wed, 22 Nov, 2023 at 10:00 PM

  2. What is the Expense Timeline?

    The Expense timeline has been designed to put the user in context of the End to End expense process.  Keeping you informed of what has been done, and what n...

    Wed, 16 Nov, 2022 at 8:30 PM

  3. VIDEO_Create and Approve Expense Lines

    Wed, 16 Nov, 2022 at 10:09 PM

  4. How to Update a User's Personal Profile

    Audience: Neo1 Users Purpose All users have access to their own user profile, which must be completed prior to booking any travel or purchasing on...

    Fri, 15 Mar, 2024 at 3:15 PM

  5. Submit company card transactions (from daily file feed)

    Use the below as a general guide for how to submit company card transactions.  Keep in mind, each company set-up varies. If needed, check with your company ...

    Wed, 16 Nov, 2022 at 10:26 PM

  6. Manually create out of pocket or company card transactions

    Audience: All Users Purpose Use the below as a general guide for how to manually create and submit company card transactions. Keep in mind, each ...

    Wed, 17 Jan, 2024 at 2:22 AM

  7. How to approve an expense line (transaction)

    Audience: Neo1 Admins, Supervisors and Finance Users Purpose In this article, let's cover how to approve an expense line (transaction) as an a...

    Mon, 20 Nov, 2023 at 6:05 PM