Spend How To's

  1. What are the types of report I can access?

    There are three type of reports offered in the platform from the “Reporting” menu: 1: Report Dashboard: these are visual bar charts that illustrate spend b...

    Tue, 5 May, 2020 at 1:38 PM

  2. Reporting Basics (Spend Management Only)

    Learn the basics for pulling, reviewing and editing reports within the neo1 reporting module. 

    Wed, 20 Apr, 2022 at 5:56 AM

  3. How to Claim Mileage

    Neo1 comes equipped with an automatic mileage calculator which integrates into Google maps to make entering mileage simple. For administrators, you can ...

    Thu, 8 Dec, 2022 at 2:23 PM

  4. Reconciliation: Running Extracts from Neo1

    Reconciliation is the module within Neo1 where Finance and Administrator users can extract the transactions which have completed their workflow within Neo1 ...

    Wed, 23 Aug, 2023 at 12:02 PM

  5. How to create and group transactions

    UNDERSTANDING GROUPS When creating a transaction, you are presented with the option to create or select a "group" within the available fiel...

    Wed, 11 Jan, 2023 at 2:28 PM

  6. 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

  7. 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