Univex NeatDesk, NeatScan, NeatReceipts Editing Cells in a Folder, Adding Comments to a Folder

pin icon in the Pin column to "pin" multiple folders (or choose Pin All Folders from the Edit menu to quickly pin all folders).

Editing Cells in a Folder

You can edit folder cells anytime you need to modify the information in them. To do so:

1.Click the cell you want to modify.

2.Edit the cell information as needed, keeping in mind the following:

•Information in the Number, Date Created, Last Modified, User and all Total columns (such as Total Amount) is generated automatically and cannot be edited. To modify the contents of a cell using a dropdown menu, click on the down arrow on the right side of the selected cell and choose an entry from the list or a date from the calendar.

•To modify the contents of a cell manually, click in the cell and start typing. The first time you type a new entry into a cell, it will automatically be added to the dropdown list for that column, so you will never have to type it again!

NeatWorks automatically saves every receipt you scan as well as any text added automatically during the scan or typed manually by you.

Adding Comments to a Folder

Information Tabs (located under the Receipts Grid), allow you to add additional information to cells in the Folders Grid.

1.In the Folders Grid, click in the cell where you want to add information.

•In the Additional Field Info area, the name of the selected cell appears in the heading. For example, if you've clicked in a cell in the Folder Type column, the tab reads Folder - Folder Type.

2.Edit the info as needed, keeping in mind the following:

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