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About This Section
Section 2: Getting Started walks you through installing the program, connecting the scanner, touring the scanner, and scanning your first receipt.
Everybody who will be installing the software should read this section as it is important that the installation is completed in the correct order. If you have already installed the software (using the Quick Start Card) you can skip to Section 3: Working with Receipts.
Installing NeatReceipts Professional
These instructions will get you up and running with NeatReceipts quickly and easily. You will need:
•NeatReceipts software CD
•NeatReceipts scanner
•Calibration paper
•USB cable
1.Restart your computer and log on as the administrator (if you have multiple users on your PC).
2.Disable
Temporarily disable any
3.Insert the NeatReceipts CD. Follow on screen instructions.
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NeatReceipts Professional User Guide
WARNING: Do not plug in scanner until prompted to do so during installation.
4.When prompted, plug the NeatReceipts scanner into an available USB port on your PC and then click on OK. The scanner is always on; there is no power switch.
NeatReceipts Scanner Prompt
NOTE: During installation you may see one or more
Digital Signature Not Found alerts. In each case, click
YES to continue the installation.
5.Register online.
Complete the online registration when prompted (OPTIONAL). Completing the registration form makes you eligible for free customer support, free updates until the next major version is released and a
Starting NeatReceipts for the First Time
1.Launch NeatReceipts.
Click on the NeatReceipts icon on your desktop, or go to the Start menu and select it from your list of programs.
2.When prompted, select a NeatReceipts View Mode.
•Choose Personal Use Only if you will use NeatReceipts for tracking and organizing personal expenses only.
•Choose Business and Personal Use if you will use NeatReceipts to track and organize both business and personal expenses.
NOTE: Choosing Personal Use Only hides a number of columns that pertain only to business use, such as Total Reimbursable and Total Paid by Company. If needed, the user mode can be changed later by choosing Personalize > Rules. For more information on Columns by View Mode, see Section 8: Appendix > Columns and Fields.
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