NeatReceipts Professional User Guide
Scanning Your First Receipt
Before scanning for the very first time, you will need to calibrate your scanner. Choose Scan > Calibrate NeatReceipts Scanner and follow the onscreen instructions.
Scanning your first
A.Create or select a Folder
B.Scan a receipt into the Folder
NeatReceipts Professional User Guide
B.Scan a receipt into the Folder
Feed the receipt face down into the far right side of the scanner (under the document icon). You can position the receipt vertically or horizontally. For faster scanning, position the receipt so that its widest side is being drawn into the scanner (usually horizontally), as shown below. The image will rotate automatically if necessary.
C.Verify data / Add a
vendor name
Each of the steps outlined in the above graphic are described in detail on the next few pages. Note that before scanning a receipt, you need to select the “container” into which the receipt will be scanned, stored, and organized. In NeatReceipts, all receipts are scanned into a Folder. If there are no folders in the grid, one will be created for you when you scan your first receipt.
A
Back of
Receipt
Faster!
Receipt
Back of
For faster scanning, position the receipt so that the widest side is being drawn into the scanner (as shown by receipt B)
Place receipt face
Bdown when scanning
A.Create or select a Folder
In the top grid, select an existing Folder, or create a new one by choosing File > New > Folder.
A Folder is simply an electronic version of a physical filing receptacle, like a drawer in a filing cabinet, for example. You can use folders to organize any type of expenses. For example, you can create a Folder to track expenses for a family trip or home improvement project. You can manage your business, groceries, school supplies or medical expenses using separate Folders. You can use NeatReceipts to organize your
Scanner with Receipts
(Note that above receipts are pictured face down, as they should be positioned prior to scanning.)
Choose Scan > Scan New Receipt.
Alternatively, you can click on the Scan button 
(top
right corner of the Scan tab), or press the Scan button on top of the scanner.
If you have more than one scanner connected to your computer, you will be asked to select a scanner. Be sure to select the appropriate scanner.
When scanning is complete, the image will appear in the Image Viewer and a new receipt row will be added to the Receipts Grid.
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Section 2: Getting Started | Section 2: Getting Started |
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