Understanding and Using Budgets

  1. Understanding Budgets

    Audience: All Neo1 Users Purpose Creating a budget allows you to request pre-approval for expenses related to a project, upcoming trip, department...

    Mon, 4 Dec, 2023 at 12:59 PM

  2. Creating a Budget

    Audience: All Neo1 Users Purpose You can find the Budget module on the left hand navigation menu. Here you will be able to review your current bud...

    Wed, 18 Dec, 2024 at 2:53 AM

  3. Tagging Transactions and Tracking Budget Spend

    Audience: All Neo1 Users Purpose Now that your budget is approved, you are ready to begin tagging transactions against the budget and tracking the...

    Tue, 16 Jan, 2024 at 6:29 PM

  4. Budgets : For Admins and Supervisors

    Audience: Neo1 Admins & Supervisors Purpose As a supervisor, Admin or Finance user you can review the status of all budgets within the Authori...

    Tue, 16 Jan, 2024 at 9:48 PM

  5. Budget Reporting

    Audience: All Neo1 Users Purpose Neo1 has a dedicated report for Budgets that have been closed. This data will be archived for seven (7) years wit...

    Tue, 16 Jan, 2024 at 6:48 PM