Audience: Neo1 Admin Purpose Neo1 allows you to manage spend via 3 main steps : Purchasing, Justifying and Approving. Overview Purchase...
Mon, 24 Feb, 2025 at 2:52 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 ...
Mon, 24 Feb, 2025 at 2:53 AM
Audience: Neo1 Admin Purpose Neo1 includes built in integration into online finance systems commonly used by SME customers, however it is not poss...
Mon, 24 Feb, 2025 at 2:55 AM
Audience: Neo1 Admins Purpose Fields give you the ability to customize your expense line coding fields, and build out your spend reporting, to inc...
Mon, 9 Sep, 2024 at 4:37 AM
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, set within fields, allows you to define the source for coding automations when managing...
Mon, 24 Feb, 2025 at 1:53 AM
Audience: Neo1 Admins Purpose When creating field codes for an established field, you are presented with the option to assign a "code approve...
Mon, 23 Sep, 2024 at 2:58 PM
Audience: Neo1 Admins Purpose Expense Category - This is selected within the creation of an expense line to document what category of expense w...
Mon, 24 Feb, 2025 at 2:02 AM
Audience: Neo1 Admins Purpose You can create multiple mileage policies and rates in Neo1 to allow your users to enter and reclaim mileage, or kilo...
Mon, 12 Aug, 2024 at 8:37 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 ...
Wed, 30 Oct, 2024 at 6:18 PM
Audience: Neo1 Admins Purpose Creating/managing a spend rule will allow you to define conditions based on amount, specific expense category or ...
Mon, 24 Feb, 2025 at 2:50 AM
Audience: Admin Purpose In this article, we will cover how to manage Recipients under Settings > People, as an Admin. Recipients are an impo...
Mon, 24 Feb, 2025 at 5:33 AM
Audience: Admins Purpose In this article, we will cover how to manage people groups. This will help to determine the impacted people as it rela...
Mon, 24 Feb, 2025 at 5:32 AM
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...
Wed, 30 Oct, 2024 at 6:17 PM
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...
Fri, 6 Sep, 2024 at 4:12 AM