Home Expense - Submit & Manage Spend How To's

Spend How To's

  1. Reporting Basics (Spend Management Only)

    Learn the basics for pulling, reviewing and editing reports within the neo1 reporting module. 

    Wed, 20 Apr, 2022 at 5:56 AM

  2. 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...

    Wed, 17 Jan, 2024 at 2:01 AM

  3. Reconciliation: Running Extracts from Neo1

    Reconciliation is the module within Neo1 where Finance and Administrator users can extract the transactions which have completed their workflow within Neo1 ...

    Wed, 23 Aug, 2023 at 12:02 PM

  4. 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 ...

    Wed, 17 Jan, 2024 at 2:29 AM

  5. Where can I find extract files?

    As an Administrator under “Reconciliation” > “Exports” tab you can access all extract files you have triggered from the service generated for both: Tra...

    Tue, 5 May, 2020 at 4:53 PM

  6. How do I manage accruals?

    As an Administrator under “Reconciliation” > “Exports” tab you can access your accrual files which include transactions belonging to a statement / billin...

    Thu, 14 Nov, 2019 at 2:50 PM