Welcome to NeatReceipts Professional

NeatReceipts Professional User Guide

NeatReceipts Professional is the only all-in-one combination scanner/software that scans and reads receipts and business cards quickly and accurately.

SCANS

•Captures digital images of receipts, business cards and almost any other document

ANALYZES

•Proprietary interface pulls key information from receipts and business cards

ORGANIZES

•Easily exports data to: Quicken, QuickBooks, Microsoft Money, Excel, Outlook, PDF and more

•Tracks and manages personal and business information

•Tax Organizer groups tax related receipts for tax preparation

Get organized.

Copyright ©2007 NeatReceipts - All rights reserved.

This manual may not be copied, photocopied, reproduced, translated, or converted to any electronic or machine-readable form in whole or in parts without prior written approval of NeatReceipts.

NeatReceipts • 1-866-NEATREC • sales@neatreceipts.com

3401 Market St., Ste. 120, Philadelphia, PA 19104

Guide written and designed by Karin Rex / ComputerEase (rex@karinrex.com).

NeatReceipts Professional User Guide

Quick! How Do I...

Install NeatReceipts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Scan my first receipt? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Improve scanned receipt images? . . . . . . . . . . . . . . . . . . . . . .21 Delete a receipt image? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26 Save a receipt image as a graphic file? . . . . . . . . . . . . . . . . . .27 Find the last few receipts I scanned? . . . . . . . . . . . . . . . . . . . .31 Find a receipt I scanned last month? . . . . . . . . . . . . . . . . . . . .31 Print a receipt image? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35 Split a receipt into multiple transactions? . . . . . . . . . . . . . . . . .37 Export (share) a receipt? . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 Edit a vendor name? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44 Edit a list? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44 Create a new Folder? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54 Find a Folder I created a few months ago? . . . . . . . . . . . . . . . .62 Export/Share a Folder? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64 Run a Folder Report? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76 Scan a business card? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83 Save a business card as a graphic file? . . . . . . . . . . . . . . . . . .86 Edit contact information? . . . . . . . . . . . . . . . . . . . . . . . . . . . .88 Add a photo to a contact? . . . . . . . . . . . . . . . . . . . . . . . . . . . .93 Find a contact? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95 Exchange Contacts with Plaxo? . . . . . . . . . . . . . . . . . . . . . . . .99 Exchange Contacts with MS Outlook? . . . . . . . . . . . . . . . . . . . .99 Assign a Receipt to a Tax Catgory? . . . . . . . . . . . . . . . . . . . .104 Generate a Report in the Tax Organizer? . . . . . . . . . . . . . . . .107 Use the Tax Assignment Wizard? . . . . . . . . . . . . . . . . . . . . . .111 Scan a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117 Find a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128 Print a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133 Use the NeatReceipts Copier? . . . . . . . . . . . . . . . . . . . . . . . .140 Backup the NeatReceipts database? . . . . . . . . . . . . . . . . . . . .141