Set-up Spend Management (Admins)

  1. Setting up your business for spend management

    Before you start setting up the Platform, you need to know the following: How your business financially accounts for expenses, i.e. what financial codes (...

    Tue, 5 May, 2020 at 4:03 PM

  2. How do I configure financial segments / my chart of accounts?

    By default, each company is established with over 20 segments that can be configured to support your business needs.  Typically, companies will need 3-5 se...

    Tue, 5 May, 2020 at 4:19 PM

  3. Company Settings Overview

    The configurations options for Company Administrators are at the heart of the platform built to help businesses manage business spend. To make it easy for A...

    Tue, 14 Dec, 2021 at 10:45 PM

  4. How can I change tax codes and rates?

    As an Administrator, you can create new tax codes and rates at any time in seconds – as soon as they are created they are available for use.   Simply se...

    Tue, 5 May, 2020 at 4:43 PM

  5. Purchase, Justify, Approve. 3 steps to managing employee spend

    You are now ready to start working on the 3 main steps to managing employee spend: Purchasing, Justifying and Approving. Purchase Click Purchase to g...

    Fri, 2 Apr, 2021 at 1:04 AM

  6. How do I manage expense types?

    As an Administrator you can edit current, hide, rename or delete add new Expense Types in seconds – as soon as they are created they are available for use. ...

    Tue, 5 May, 2020 at 4:44 PM

  7. Where can I find extract files?

    As an Administrator under “Reconciliation” > “Exports” tab you can access all extract files you have triggered from the service generated for both: Tra...

    Tue, 5 May, 2020 at 4:53 PM

  8. How do I manage accruals?

    As an Administrator under “Reconciliation” > “Exports” tab you can access your accrual files which include transactions belonging to a statement / billin...

    Thu, 14 Nov, 2019 at 2:50 PM

  9. Enabling Users to create Cash Expenses

    As an Administrator, you have a control on which users are able to create new out of pocket cash expenses. This guide will walk you through the steps on con...

    Fri, 1 May, 2020 at 4:03 PM

  10. Creating and Managing Mileage Rates in Neo1 (Admin Guide)

    You can create multiple vehicle types and rates in Neo1 to allow your users to enter and reclaim mileage or kilometric allowance for using personal vehicles...

    Wed, 6 May, 2020 at 1:18 PM