NeatReceipts Professional User Guide
Table of Contents
Section 1: Read This Section First . . . . . . . . . . . . . . . . . . . . . . . . . .7
Why Should I Read This Section First? . . . . . . . . . . . . . . . . . . . . . . .7 About NeatReceipts Professional . . . . . . . . . . . . . . . . . . . . . . . . . . .8 About This User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Where Can I Find Additional Information? . . . . . . . . . . . . . . . . . . . . .9
Section 2: Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Installing NeatReceipts Professional . . . . . . . . . . . . . . . . . . . . . . . .10 Starting NeatReceipts for the First Time . . . . . . . . . . . . . . . . . . . . .11 Exploring the Receipt Organizer Window . . . . . . . . . . . . . . . . . . . . .12 Scanning Your First Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Section 3: Working with Receipts . . . . . . . . . . . . . . . . . . . . . . . . .17
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 About Scanning Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 Overview of the NeatReceipts Scanning Process . . . . . . . . . . . . . . .18 Scanning a Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 Improving Receipt Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Exploring the Scan Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Working with Receipt Images . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Working with Receipt Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Clearing Receipt Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Finding Saved Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Printing, Sorting, and Splitting Receipts . . . . . . . . . . . . . . . . . . . . .35 Sharing (Exporting) Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39 Importing Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 Running Receipt Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 Editing Vendor Names and Other Lists . . . . . . . . . . . . . . . . . . . . . .44 Personalizing Receipts Grid Columns and Fields . . . . . . . . . . . . . . . .46 Understanding User Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
NeatReceipts Professional User Guide
Section 4: Mastering Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 About Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 Creating Expense Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53 Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54 Working with the User Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . .58 Printing and Sorting Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59 Finding Saved Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61 Sharing (Exporting) Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64 Importing Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76 Running Folder Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76 Personalizing Folder Columns and Fields . . . . . . . . . . . . . . . . . . . . .79
Section 5: Using the Business Card Organizer . . . . . . . . . . . . . . .81
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81 About the Business Card Organizer . . . . . . . . . . . . . . . . . . . . . . . .81 Accessing the Business Card Organizer . . . . . . . . . . . . . . . . . . . . . .81 Exploring the Business Card Organizer Window . . . . . . . . . . . . . . . .82 Scanning a Business Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83 Working with Business Card Images . . . . . . . . . . . . . . . . . . . . . . . .85 Working with Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87 Finding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95 Importing & Exporting Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Section 6: Using the Tax Organizer | 103 |
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103 About the Tax Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103 Accessing the Tax Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . .103 Exploring the Tax Organizer Window . . . . . . . . . . . . . . . . . . . . . . .104 Assigning Receipts to Tax Categories . . . . . . . . . . . . . . . . . . . . . .104 Generating Reports in the Tax Organizer . . . . . . . . . . . . . . . . . . . .107 Working with Reports in the Tax Organizer . . . . . . . . . . . . . . . . . .108 Working with the Tax Assignment Wizard . . . . . . . . . . . . . . . . . . .111