Audience: All Neo1 Users


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. 

Create New Budget

To create a new budget, select Budgets > then click the plus "Request" icon in the top right corner.

Step 1: Complete the new budget request by including the following information:

  • Name 
  • Members 
  • Merchant (optional)
  • Purpose 
  • Order number (optional)
  • End dat
  • Requested amount 
  • Default coding (optional) 

Step 2: Then click Create. 

Step 3: Once created, your budget will now display in Draft mode. 

Step 4: Click Submit to send this for approval. 

Once submitted, the budget status will note the approval requirement until the approval has been granted. 

Once approved, you will receive an emailed notification pertaining to this update.