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 ...

    Fri, 1 May, 2020 at 3:46 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