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  1. Nexonia
  2. End-User Training Essentials

End-User Training Essentials

Nexonia Expense Tutorials

  • Adding Credit Card Expenses (Video)
  • Splitting an Expense (Video)
  • Entering Mileage Expenses (Video)
  • Receipt Management and Matching (Video)
  • Approving Expense Reports (Video)
  • Nexonia Direct Deposit (Video)

Nexonia Timesheets & Time Off Tutorials

  • Entering Timesheets (Video)
  • Requesting Time Off (Video)
  • Using the Timesheets App (Video)
  • Copying Timesheets on the Web (Video)
  • Copying Timesheets on Mobile (Video)
  • Using Timers on the Web (Video)
See all 7 articles

Training Camp

  • End-User Recorded Trainings

Nexonia Travel Tutorials

  • Getting Started with Nexonia Travel
  • Completing your Travel Profile | Video
  • Booking Travel | Video
  • Approving Travel | Video
  • Approving a Travel Itinerary
  • Booking & Analytics | Recorded Webinar
See all 8 articles

Training Calendar

End Users & Approvers

Submitting & Approving Expenses

Alternating schedule

How to login, upload your receipts, create and expense reports for approval, and approve expenses.

Register Now

Submitting & Approving Time Off and Timesheets

Alternating schedule

A walkthrough of how to create, submit, and approve Timesheets and Time Off requests.

Register Now

Reporting Module Overview

Alternating schedule

An overview on how to create and generate reports.

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Administrators

Configuring Expense Settings for Admins

Alternating schedule

How to manage your company's data and settings.

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Configuring Timesheets & Time Off Settings for Admins

Alternating schedule

How to manage timesheets and time off settings and policies for your company.

Register Now
Integrations

Managing Nexonia with Intacct

Alternating schedule

An overview of how Nexonia is integrated with Intacct. Learn how to import and export data between Nexonia and Intacct, manage users, expense categories and Intacct dimensions.

Register Now

Managing Nexonia with QuickBooks

Alternating schedule

An overview of how Nexonia is integrated with QuickBooks Desktop or QuickBooks Online. Learn how to import and export data between Nexonia and QuickBooks, manage users, expense categories and QuickBooks dimensions.

Register Now

Managing Nexonia with NetSuite

Alternating schedule

An overview of how Nexonia is integrated with NetSuite. Learn how to import and export data between Nexonia and NetSuite, manage users, expense categories and NetSuite segments.

Register Now
Travelers

Travel Booking & Analytics

Alternating schedule

Review how to book travel, run reports, & view unused tickets.

Register Now

Watch Nexonia's easy-to-follow brief tutorial videos here.

Training Videos

Adding Credit Card Expenses (Video) Splitting an Expense (Video) Entering Mileage Expenses (Video) Receipt Management and Matching (Video) Approving Expense Reports (Video) Nexonia Direct Deposit (Video)

  • External Link: Adding Credit Card Expenses (Video)

     
  • External Link: Splitting an Expense

     
  • External Link: Entering Mileage Expenses 

     
  • External Link: Receipt Management and Matching (Video)

     
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Entering Timesheets (Video) Requesting Time Off (Video) Using the Timesheets App (Video) Copying Timesheets on the Web (Video) Copying Timesheets on Mobile (Video) Using Timers on the Web (Video)

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  • External link to the video: Using Timesheets

     
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See all 7 articles

End-User Recorded Trainings

  • Find our full recorded trainings here for all Nexonia products. 

    Expenses

    • Submitting & Approving Expenses

    Timesheets & Time Off

    • Submitting & Approving Timesheets & Time Off Requests

    Accounts Payable & Purchase Orders

    • Submitting & Approving Vendor Bills/Purchase Requisitions Part 1: Purchase Requisitions
    • Submitting & Approving Vendor Bills/Purchase Requisitions Part 2: Vendor Bills & Invoices
    • Submitting & Approving Vendor Bills/Purchase Requisitions Part 3: Approving Requisitions & Invoices

    Travel

    • Travel Booking & Analytics

Getting Started with Nexonia Travel Completing your Travel Profile | Video Booking Travel | Video Approving Travel | Video Approving a Travel Itinerary Booking & Analytics | Recorded Webinar

  • Is it your first time using Nexonia Travel or maybe you need a refresher? This article will lead you through Nexonia Travel's best practices for setting up your profile and booking a trip. 

    Register for the Mobile App

    Step 1: After downloading Nexonia Travel from your the Android or Apple Store, complete the fields below and tap Register to complete the process.

    Nex_Travel_Registration_1.PNG

    The Company name will be given you by your organization. This is a specific name/code assigned when implementing Nexonia Travel.

    Step 2: Now that you're registered, you can begin booking travel from your mobile app.

    Launch Nexonia Travel Online

    Step 1: Login to Nexonia, and click Travel.

    Nex_Home_Page.png

    Complete your Travel Profile

    • Step 1: Update your Personal Information to make sure your name matches your legal identification. On the same page, enter TSA and passport details. 

    personal_information.jpg

    • Step 2: Add your credit card in the Billing Information section. Some companies will have credit cards loaded and available to use. 
    • Step 3: Complete the Travel Preferences for specifics, such as your preference for aisle or window seats, default train stations, and class of rental cars. 
    • Step 4: Add your membership details for any loyalty programs you belong to. 

    Book Your Trip

    Step 1: Complete applicable search criteria on the Home Page, and click Search. 

    search.png

    Step 2: View search results and select your choice by clicking on the price. 

    search_results.png

    Step 3: Continue through the search results until you've made all of your selections.

    Step 4: When you've reached the Purchase Summary screen, confirm your selections and click Purchase. Trip Authorization will be triggered if it is in place. When the trip is approved, you'll receive an email confirmation and any itineraries that are paid for at the time of booking will forward to your Nexonia Expense account for use on an expense report.

    purchase.png

    Training

    Visit our registration page to sign-up for the next live training, or, watch our short tutorial video to learn how to book your next trip.

  • Based on your company's travel configurations, certain itineraries may require approval before they are confirmed. Those with approval rights have 24 hours from the time of booking to approve. 

    This article shows you, a Trip Authorizer, how to approve an itinerary in Nexonia Travel.

    Step 1: On your Nexonia homepage,, select the Travel tab.

    Nexonia_Homepage_to_Nexonia_Travel_Homepage.png

    Step 2: From the top menu bar, select Travel. Then, Approve a Trip.

     approve_a_trip.jpg

    Step 3: Use the Approved or Denied links located in the Status Options to make your selection. To review the trip details first, select View Trip Details.

    Approving_an_Itinerary_2.png

    If reviewing the itinerary from View Trip Details, comments are optional, and use the Deny and Approve buttons for the trip in the left panel. 

    approve.png

    Step 4: You will be returned to the Trips Pending Approval List and the trip will now be shown in the Trips Approved or Denied section.

    approve_2.png

See all 8 articles

Sections

  • Nexonia Expense Tutorials
  • Nexonia Timesheets & Time Off Tutorials
  • Training Camp
  • Nexonia Travel Tutorials
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