Home Setting up Neo1 (Admin Guides) Set-up Spend Management (Admins)

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 Integration

    Audience: Neo1 Admins Purpose Neo1 includes built in integration into online finance systems commonly used by SME customers, however it is not pos...

    Tue, 28 Nov, 2023 at 11:34 AM

  4. Creating Segments

    Audience: Neo1 Admins Purpose Segments give you the ability to customize your expense line coding fields, and build out your spend reporting, to i...

    Tue, 21 Nov, 2023 at 3:09 PM

  5. Segment Dependencies

    Audience: Neo1 Admins Purpose When establishing your segment, you are presented with the option to select a "Parent Segment". Selecting ...

    Mon, 20 Nov, 2023 at 1:25 PM

  6. Segment Default Coding Sources

    Audience: Neo1 Admins Purpose Setting a Default Coding Source occurs within the segment creation. This functionality allows you to define which N...

    Mon, 20 Nov, 2023 at 12:44 PM

  7. Segment Code Owners

    Audience: Neo1 Admins Purpose When creating segment codes for an established segment, you are presented with the option to assign a "code own...

    Mon, 20 Nov, 2023 at 1:24 PM

  8. Mapping Expense Types

    Audience: Neo1 Admins Purpose Expense Types - This is selected within the creation of an expense line to document what type of expense was incurre...

    Tue, 21 Nov, 2023 at 3:28 PM

  9. Setting Mileage Rates

    Audience: Neo1 Admins Purpose You can create multiple vehicle types and rates in Neo1 to allow your users to enter and reclaim mileage, or kilomet...

    Wed, 15 Nov, 2023 at 5:04 PM

  10. Setting Tax Codes (rates)

    Audience: Neo1 Admins Purpose As a part of your spend manage setup, you will want to properly set your tax codes (rates). As you continue to manag...

    Wed, 15 Nov, 2023 at 4:41 PM

  11. Connect Corporate Card

    Audience: Neo1 Admin | Primary Corporate Card Holder  Purpose Corporate card integration allows you to automate a transaction feed from your card ...

    Fri, 1 Dec, 2023 at 10:34 AM

  12. Creating and managing spend policies

    Audience: Neo1 Admins Purpose Creating a spend policy will allow you to define a spend limit for a specific expense type. When a spend policy is s...

    Thu, 16 Nov, 2023 at 8:07 PM

  13. Authorize users to create cash expenses

    Audience: Neo1 Admins Purpose A component of spend management setup is ensuring that the user can submit personal cash/out-of-pocket expenses. As ...

    Fri, 17 Nov, 2023 at 10:37 AM

  14. Map Connected Cards to Users

    Understanding Card Mapping Once the connection is confirmed, you are ready to map each individual card to the associated user. Mapping a card will ensure t...

    Tue, 26 Sep, 2023 at 9:43 PM

  15. End-to-End Test for Spend Management

    Audience: Neo1 Admins Purpose In this article, let's cover end-to-end testing which is a process that ensures your spend setup meets your need...

    Wed, 22 Nov, 2023 at 3:26 PM

  16. Team Training for Spend Management

    Audience: All Users  Purpose In this article, let's train your team to use Neo1 for spend management. The below resources will prepare your...

    Wed, 22 Nov, 2023 at 11:32 PM