Audience: All users Purpose Watch this video to understand the onboarding basics to start using Neo1. Following registration, the admin w...
Fri, 6 Sep, 2024 at 3:21 AM
Purpose In this video, we will help you understand the basics of Spend Policies and show you where spend policies can be configured. See this artic...
Thu, 19 Sep, 2024 at 4:56 PM
Purpose In this video, we will cover expense setup preparation. Let's identify the what, how and who to help simplify our expense setup experie...
Thu, 19 Sep, 2024 at 5:05 PM
Purpose In this video let's cover the first action towards expense setup - creating your finance fields. Fields are where you manage the data n...
Thu, 19 Sep, 2024 at 4:33 PM
Purpose In this video, let's explore finance field controls. Finance field controls give you the ability to make fields mandatory, hide fields,...
Thu, 19 Sep, 2024 at 5:05 PM
Purpose In this video, let's explore how to establish automated default finance field coding. You can default coding across expense types, budg...
Thu, 19 Sep, 2024 at 5:06 PM
Purpose In this video, let's explore how to manage the expense type list that will be available to your users. You can decide which expense typ...
Thu, 19 Sep, 2024 at 5:06 PM
Purpose In this video, let's explore mileage settings, allowing your team to submit mileage claims. Next Steps: See this ar...
Thu, 19 Sep, 2024 at 5:06 PM
Purpose In this video, let's explore some quick actions that can be taken by admin to manage users.
Thu, 19 Sep, 2024 at 5:04 PM
Audience: Admins Purpose Let's get you ready to travel in 3...2...1. That's right, in this webinar we provide the 3 simple steps to ge...
Fri, 6 Sep, 2024 at 3:33 AM
Purpose In this video, let's explore an overview of the reports available within Neo1.
Thu, 19 Sep, 2024 at 5:09 PM
Purpose In this video, let's explore the report builder feature. Next Steps: See this guide for more information on report buil...
Thu, 19 Sep, 2024 at 5:12 PM
Purpose In this article, let's explore reconciliation of expenses within Neo1.
Thu, 19 Sep, 2024 at 5:15 PM
Audience: Admins Purpose This webinar covers the primary admin functions and features within Neo1. From adding and managing users, to understan...
Fri, 6 Sep, 2024 at 3:16 AM