Understanding and Using Budgets

  1. Understanding Budgets

    Audience: All Users Purpose Creating a budget allows you to request pre-approval for expenses related to a project, upcoming trip, department etc....

    Fri, 25 Apr, 2025 at 3:46 PM

  2. Creating a Budget

    Audience: All Neo1 Users Purpose You can find the Budget module in the platform navigation menu. Here you will be able to review your current budg...

    Mon, 1 Sep, 2025 at 6:53 PM

  3. Tagging Transactions and Tracking Budget Spend

    Audience: All Users Purpose Now that your budget is approved, you are ready to begin tagging transactions against the budget and tracking the budg...

    Fri, 25 Apr, 2025 at 3:42 PM

  4. Budgets : For Admins and Supervisors

    Audience: Admins & Supervisors Purpose As a supervisor, Admin or Finance user you can review the status of all budgets within the Authorize mo...

    Fri, 25 Apr, 2025 at 3:45 PM

  5. Budget Reporting

    Audience: All Users Purpose The plat has a dedicated report for Budgets that have been closed. This data will be archived for seven (7) years with...

    Fri, 25 Apr, 2025 at 3:43 PM