Set-up Spend Management (Admins)

  1. Purchase, Justify, Approve : 3 steps to managing employee spend

    Neo1 allows you to manage spend via 3 main steps : Purchasing, Justifying and Approving. Purchase Purchasing incorporates the following Neo1 fun...

    Thu, 5 Jan, 2023 at 3:03 AM

  2. Getting started...

    Before you start setting up the platform for spend management, you need to know the following: How your business financially accounts for expenses, i.e. w...

    Thu, 5 Jan, 2023 at 2:39 AM

  3. Manual Spend Setup Overview

    Neo1 includes built in integration into online finance systems commonly used by SME customers, however it is not possibly to have built-in connectivity to a...

    Thu, 5 Jan, 2023 at 2:31 AM

  4. Creating Segments

    UNDERSTANDING SEGMENTS Segments give you the ability to customize your expense line coding fields, and build out your spend reporting, to ...

    Thu, 5 Jan, 2023 at 12:27 AM

  5. Segment Dependencies

    UNDERSTANDING DEPENDENCIES When establishing your segment, you are presented with the option to select a "Parent Segment". Selecting a pare...

    Fri, 23 Dec, 2022 at 5:42 PM

  6. Segment Default Coding Sources

    UNDERSTANDING DEFAULT CODING SOURCES Setting a Default Coding Source occurs within the segment setup (see this guide for instructions). This function...

    Thu, 5 Jan, 2023 at 12:44 AM

  7. Segment Code Owners

    UNDERSTANDING CODE OWNERS When creating segment codes for an established segment, you are presented with the option to assign a "code owner". ...

    Thu, 5 Jan, 2023 at 12:28 AM

  8. Mapping Expense Types

    UNDERSTANDING EXPENSE TYPES Expense Type - This is selected within the creation of an expense line to document what type of expense was incurred. When m...

    Wed, 28 Dec, 2022 at 2:46 PM

  9. Setting Mileage Rates

    UNDERSTANDING MILEAGE RATES You can create multiple vehicle types and rates in Neo1 to allow your users to enter and reclaim mileage, or kilometric a...

    Sun, 6 Nov, 2022 at 8:54 PM

  10. Setting Tax Codes (rates)

    UNDERSTANDING TAX SETTINGS As a part of your spend manage setup, you will want to properly set your tax codes (rates). As you continue to manage your sp...

    Thu, 5 Jan, 2023 at 1:34 AM

  11. Connect Corporate Card

    Corporate card integration allows you to automate a transaction feed from your card issuer (bank) directly into Neo1, effectively simplifying the expense ju...

    Thu, 5 Jan, 2023 at 3:11 AM

  12. Creating and managing spend policies

    UNDERSTANDING SPEND POLICY Spend policy is found under Settings. Creating a spend policy will allow you to define a spend limit for a specific expens...

    Thu, 5 Jan, 2023 at 2:25 AM

  13. Authorize users to create cash expenses

    UNDERSTANDING CASH EXPENSE ENABLEMENT A component of spend management setup is ensuring that the user can submit personal cash/out-of-pocket expenses. W...

    Wed, 4 Jan, 2023 at 11:04 PM