Audience: Neo1 Admin Purpose Neo1 allows you to manage spend via 3 main steps : Purchasing, Justifying and Approving. Overview Purchase...
Wed, 17 Jan, 2024 at 12:49 AM
Audience: Neo1 Admins Purpose In this article, we will provide an overview of the standard setup steps for spend management. To initiate a custom ...
Wed, 8 May, 2024 at 12:08 AM
Audience: Neo1 Admin Purpose Neo1 includes built in integration into online finance systems commonly used by SME customers, however it is not poss...
Thu, 16 May, 2024 at 2:39 PM
Audience: Neo1 Admins Purpose Fields give you the ability to customize your expense line coding fields, and build out your spend reporting, to inc...
Fri, 14 Jun, 2024 at 7:31 PM
Audience: Neo1 Admin Purpose When establishing your field, you are presented with the option to select a "Parent field". Selecting a par...
Tue, 4 Jun, 2024 at 2:18 PM
Audience: Neo1 Admins Purpose Default automation rules are set within the fields This functionality allows you to define which Neo1 element decid...
Thu, 4 Apr, 2024 at 4:45 PM
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
Audience: Neo1 Admins Purpose Expense Types - This is selected within the creation of an expense line to document what type of expense was incurre...
Fri, 3 May, 2024 at 4:14 PM
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...
Fri, 17 May, 2024 at 2:49 PM
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...
Tue, 4 Jun, 2024 at 1:53 PM
Audience: Neo1 Admin | Primary Corporate Card Holder Purpose Corporate card integration allows you to automate a transaction feed from your card ...
Tue, 26 Mar, 2024 at 5:21 PM
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, 30 May, 2024 at 10:09 PM
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, 3 May, 2024 at 5:52 PM
Audience: Neo1 Admins Purpose Once the connection is confirmed, you are ready to map each individual card to the associated user. Mapping a card w...
Fri, 5 Apr, 2024 at 11:59 AM
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...
Tue, 30 Apr, 2024 at 4:29 AM
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