Home Expense - Submit & Manage Spend How To's

Spend How To's

  1. How to Claim Mileage

    Audience: All Users Purpose In this article, we will cover how to claim mileage for your expense submission. Neo1 comes equipped with an automatic...

    Mon, 12 Aug, 2024 at 5:16 PM

  2. Reconciliation: Running Extracts from Neo1

    Audience: Neo1 Finance and Admin Roles Purpose Reconciliation is the module within Neo1 where Finance and Administrator users can extract the tran...

    Fri, 1 Nov, 2024 at 3:13 PM

  3. How to create and group transactions

    Audience: All Users Purpose In this article we will cover the use of groups within spend management.  Overview Understanding Groups ...

    Tue, 30 Apr, 2024 at 4:10 AM

  4. Where can I find extract files?

    Audience: Admin/Finance User Purpose In this article, we will discuss where you can locate your extracted spend data.  As an Admin, under ...

    Mon, 29 Apr, 2024 at 1:43 AM

  5. How to delete transactions

    Audience: Admins and Finance Users Purpose In this article, let's cover how to delete manually created and company card feed transactions.  ...

    Wed, 25 Dec, 2024 at 5:37 PM