Understanding and Using Budgets

  1. Understanding Budgets

    Audience: All Users Purpose Creating a budget allows you to request pre-approval for expenses related to a project, upcoming trip, department etc....

    Fri, 25 Apr, 2025 at 3:46 PM

  2. Creating a Budget

    Audience: All Neo1 Users Purpose You can find the Budget module on the left hand navigation menu. Here you will be able to review your current bud...

    Fri, 25 Apr, 2025 at 3:42 PM

  3. Tagging Transactions and Tracking Budget Spend

    Audience: All Users Purpose Now that your budget is approved, you are ready to begin tagging transactions against the budget and tracking the budg...

    Fri, 25 Apr, 2025 at 3:42 PM

  4. Budgets : For Admins and Supervisors

    Audience: Admins & Supervisors Purpose As a supervisor, Admin or Finance user you can review the status of all budgets within the Authorize mo...

    Fri, 25 Apr, 2025 at 3:45 PM

  5. Budget Reporting

    Audience: All Users Purpose The plat has a dedicated report for Budgets that have been closed. This data will be archived for seven (7) years with...

    Fri, 25 Apr, 2025 at 3:43 PM