NeatReceipts Professional User Guide
About NeatReceipts Professional
If you are buried in a pile of receipts as you read this,
NeatReceipts Professional will help you climb out.
NeatReceipts Professional can help you maintain an official record of both
features the Receipt Organizer, which is used to organize receipts and finances, the Business Card Organizer, which is
used to quickly extract and organize contact information from business cards, the Tax Organizer, which is used to group
for tax preparation, and the Document Organizer, which is used for saving
About this User Guide
This user guide has been carefully designed to help you install and use the program quickly and easily. It’s written in a conversational tone to put you at ease. [Insert deep breath here.] At times, you may even be slightly amused. Don’t let this worry you
How this User Guide is Organized
There are 8 sections in this user guide. You are currently reading Section 1: Read this First. (Thank you for following directions!) The remaining sections are described in the table below:
Section 2: Getting Started tells you exactly what to do to install the program and scan your first receipt. DO NOT
SKIP THIS SECTION as it is important that you complete the installation in the correct order.
Section 3: Working with Receipts gets you into the nitty gritty of scanning receipts, including scanning, editing, personalizing, sorting, finding, printing, emailing, exporting, and more. Everyone should review this section.
Section 4: Mastering Folders covers every aspect of creating and working with Folders, including saving, finding, modifying, editing, printing, deleting, sorting, emailing, and more. Review this section to understand how to use the program for everyday management of receipts and finances.
Section 5: Using the Business Card Organizer reviews how to scan and extract key information from business cards, export contact information, and work with Action Items.
8 | Section 1: Read This Section First |
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NeatReceipts Professional User Guide
Section 6: Using the Tax Organizer details how to let the NeatReceipts Tax Organizer group tax related receipts.
Section 7: Using the Document Organizer covers working with documents, including scanning, editing, sorting, finding, printing, combining, emailing, exporting, and more.
Everyone should review this section.
Section 8: Appendix contains information on backing up and restoring the NeatReceipts database, checking for software updates, and getting help with NeatReceipts Professional.
Software Conventions
NeatReceipts lets you use a variety of conventions for selecting commands including the following:
•
•
•icons
•buttons
As with other programs, there is usually more than one way to work, so don’t be afraid to explore the possibilities!
Manual Conventions
Throughout the manual, menu and submenu choices are specified by using a right angle bracket (>) to separate each command. Help > NeatReceipts on the Web > Support would indicate that you would first choose NeatReceipts on the Web from the Help menu and then choose Support from the NeatReceipts on the Web submenu.
Where Can I Find Additional Information?
In addition to this user guide, there are other ways for you to learn more about this program.
Help Files | Choose NeatReceipts Help from the Help file |
| to access a searchable help database. |
Setup Instructor Choose Help > NeatReceipts Setup
Instructor.
Troubleshooting A general troubleshooting FAQ can be found by choosing Help > NeatReceipts on the Web > Support. A Scanning & Image Troubleshooter can be found by choosing Help > Scanning & Image Troubleshooter.
Support | Choose Help > NeatReceipts on the Web > |
| Support. |
Updates | Choose Help > Check for Updates. |
User Guide | You are here! |
9 Section 1: Read This Section First
