Using your information
Once your information is in Neat, there’s so much you can do with it. Neat brings your files to life, making them easier to find and allowing you to create reports, export data, and share with others.
SEARCHING YOUR NEAT FILES
One of the biggest benefits of Neat is our keyword search capability. When you search in Neat, we check every word of every document to find what you’re looking for.
Advanced Search
Select Advanced Search from the Tools Menu to set up more detailed searches with multiple criteria – all bills paid for the month of April, for example.
Watch a video on using Advanced Search
CREATING REPORTS
You can use Neat to quickly generate expense, tax, and spending reports from your receipts. Our helpful Report Wizard will walk you through creating any kind of report in only four easy steps.
Expense Reports
Expense reports show the money spent by a person or business. Whether you want to see what your company has spent on office supplies or your family’s spent on groceries, Neat will quickly analyze your receipts to create the report you need.
Tax Reports
You can use tax categories to create reports that help analyze and organize your financial information for tax purposes. For example, you could create a tax report of charitable donations to make tax time a little faster.
Spending Reports
Spending reports let you group your expenses by type, such as vendor or date. You can then summarize by payment type, client, and more. It’s a good way to get a holistic view of your spending.
Watch a video about Creating Reports
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