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...

    Fri, 3 May, 2024 at 10:43 PM

  2. What is the Expense Timeline?

    Audience: All Users Purpose In this article, we will provide a high-level overview of the expense timeline.  What is the Expense Timeline? ...

    Wed, 24 Apr, 2024 at 5:09 PM

  3. How to Update a User's Personal Profile

    Audience: Neo1 Users A first step to using Neo1 for spend is to add users, and update user profiles. For details on how to update your own profile,...

    Fri, 6 Sep, 2024 at 3:45 AM

  4. 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

  5. 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 ...

    Fri, 17 May, 2024 at 2:36 PM

  6. 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...

    Tue, 30 Apr, 2024 at 4:42 AM