Step into our spend management kitchen and get a taste of the exciting new features we're serving up for your business! This snacking update brings exciting refinements to budget management, spend policies and user imports— plus enhanced granularity with our new Non-employee user category for more precise spend rule management. Sounds tasty? Explore what's new and make the most of your platform


What's cooking ?


Freshly Baked

Welcome new non-employee people group

Expand your spend management beyond employees with dedicated non-employee people group. Seamlessly include contractors, consultants, freelancers, and vendors in your spend workflows while maintaining clear governance and compliance. 

This enhanced granularity enables mixed workforce management with tailored spend rules and chart of accounts, giving you complete visibility and control over all company-related spending across your entire business ecosystem. 

Explore our guides to get started: Create and Manage Users | Manage People Groups.


Served Hot

  • Strengthened out-of-policy approval controls

Role
All users and approvers
Value
Ensure consistent compliance enforcement with reliable approval workflows for policy violations for transactions linked to a budget. 
Description
Out-of-policy transactions tagged into a budget now consistently require approval. Previously, some flagged transactions within a budget could bypass the approval step and go directly to review, creating compliance gaps. The system now properly enforces approval requirements for all policy violations, ensuring that designated approvers have visibility into non-compliant spending, regardless of budget association or spend rule.

To learn more on spend policies, see our guide: Managing spend rules

  • User import preserves group assignments 

Role
Admins
Value
Streamline user management with reliable people group preservation during bulk imports and updates. 
Description
The user import template now includes a people group column that automatically preserves existing group assignments when uploading Excel files. Previously, all imported users were reset to "Employee - General (all)" regardless of their original group (Executive Employee, Non-Employee, etc.). Admins can now confidently bulk update user information without losing group configurations, and can also assign specific groups to new users directly in the import file.

To learn more on users creation, see this guide

  • Prevented conflicting tax codes 

Role
Admins
Value
Eliminate tax selection confusion with unique tax codes across your entire tax setup.  
Description
The system now prevents administrators from creating predefined taxes with the same code as existing manual taxes. Previously, duplicate tax codes caused confusion in expense forms where both taxes appeared with identical codes, leading to selection errors and processing issues. Admins will now receive a clear error message when attempting to create conflicting tax codes, ensuring a clean and unambiguous tax selection experience for all users. 

To learn more on tax codes, see this guide

The Full Menu

Just like a pinch of salt, the following smaller updates are the seasonings that elevate your experience.

  • AI suggestions now respect bulk transactions edits. 
  • Cleaner transaction history after submission.
  • Smoother mileage claims address input.
  • Enhanced multi-recipient transaction stability. 
  • Fixed spend rule alerts for group-based rules.
  • Improved OCR accuracy.

Our aim is to keep improving everything we do to provide a great experience to our customers, as always any and all feedback is welcome, simply contact us at help@neo1.com.