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
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
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
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, 7 Dec, 2022 at 10:14 PM
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