NeatReceipts Professional User Guide
Choosing the NeatReceipts View Mode
3.When prompted, type your first and last name and click DONE. The NeatReceipts Program opens in the Receipt Organizer window.
4.View the NeatReceipts Setup Instructor. It will have you up and running with NeatReceipts in a manner of minutes! Do not skip the Setup Instructor
Exploring the Receipt Organizer Window
The Receipt Organizer window is used to organize receipts and finances for both business and personal expenses. Folders let you save and organize scanned receipt images. Additionally, you can apply profile information and comments to folders in the Information Tabs area.
Tabs and Grids in the Receipt Organizer
The left side of the Receipt Organizer window displays three tabs: Scan, Find Receipts, and Advanced Find. The right side of the Receipt Organizer displays the Folders Grid (top), the Receipts Grid (middle), and the Information Tabs (bottom). Each of these areas is described and pictured on the next page.
Scan | Allows you to specify the number of pages to |
| scan (default is 1), page through multiple |
| page receipts, and zoom, delete, or rotate a |
| scanned receipt. The Scan tab also contains |
| the Image Viewer, which displays the |
| currently selected scanned receipt. |
Find Receipts | Provides a method for locating saved receipts. |
| You can search for receipts based on Receipt |
| Date and Folder Type. |
12 | Section 2: Getting Started |
NeatReceipts Professional User Guide
Advanced Find | Provides a method for locating saved receipts | |||||
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| and folders. In addition to date searches, you | ||
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| can search by project, amount, payment type, | ||
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| category, vendor tax category, client (Business | ||
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| & Personal view only), and others. | ||
Folders Grid | Allows you to create and manage Folders. By | |||||
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| default, not all columns are displayed in the | ||
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| Folders grid. You can choose to show or hide | ||
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| columns as needed (using the Tools menu). | ||
Receipts Grid | Displays a list of receipts in the currently | |||||
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| selected Folder(s). By default, not all columns | ||
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| are displayed in the Receipts grids. You can | ||
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| choose to show or hide columns as needed | ||
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| (using the Tools menu). | ||
Information Tabs | Allows you to supply additional information | |||||
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| about a Folder or receipt. The fields on the | ||
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| tabs change, depending on what is selected in | ||
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| the grids above. | ||
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| Folders Grid | |
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| Scan Tab |
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| Receipts Grid | |
Information Tabs
The Receipt Organizer Window
Section 2: Getting Started | 13 |
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