Understanding and Using Budgets

  1. Understanding Budgets

    UNDERSTANDING BUDGETS Creating a budget allows you to request pre-approval for expenses related to a project, upcoming trip, department etc. The key thi...

    Wed, 9 Nov, 2022 at 11:14 PM

  2. Creating a Budget

    You can find the Budget module on the left hand navigation menu. Here you will be able to review your current budgets and create new budgets.  To cre...

    Wed, 9 Nov, 2022 at 2:07 PM

  3. Tagging Transactions and Tracking Budget Spend

    Now that your budget is approved, you are ready to begin tagging transactions against the budget and tracking the budget spend.  Tagging transactions...

    Wed, 9 Nov, 2022 at 11:15 PM

  4. Budgets : For Admins and Supervisors

    MANAGING TEAM AND COMPANY BUDGETS As a supervisor, Admin or Finance user you can review the status of all budgets within the Authorize module (as a supe...

    Wed, 9 Nov, 2022 at 6:22 PM

  5. Budget Reporting

    Neo1 has a dedicated report for Budgets that have been closed. This data will be archived for seven (7) years within the platform. This report is accessi...

    Wed, 9 Nov, 2022 at 6:25 PM