NeatReceipts Professional User Guide
C.Verify data / Add a
vendor name
Each time a receipt is scanned into a Folder, a new row is added to the Receipts Grid. Where possible, key data from the receipt is automatically placed into the appropriate columns within the row. NeatReceipts attempts to read the following fields:
•Transaction date
•Total amount
•Payment type
•State sales tax (USA)
•Vendor name
•Category
•PST/QST and GST/HST sales tax (Canada)
After each scan you will want to review and verify the data. To modify any of the information, click in a grid cell and edit as necessary.
NeatReceipts has a built in vendor database of over 1500 popular stores, restaurants, and hotels that it can recognize. Each vendor name is automatically associated with an expense category, such as "Restaurant".
Although NeatReceipts may not have the name of your neighborhood supermarket in its database, you can easily add it so that it will recognize it the next time. To add a vendor name simply click into the vendor name field and type it in. If you enter an expense category for that vendor name, it will remember that as well.
IMPORTANT: Note that NeatReceipts currently does not read vendor names that are stylized text or logos, only plain text. Keep this in mind when adding vendor names as you must type them exactly as they appear on the receipt.
NOTE: Additional information on managing vendor
names can be found in Section 3: Working with
Receipts.
That’s it! NeatReceipt automatically saves the receipt for you. (How’s that for convenient?!)
Section 2: Getting Started