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Univex NeatDesk manual What can I do with tax reports?, Zooming a Report, Emailing a Tax Report

Models: NeatDesk NeatReceipts NeatScan

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format, which can then be imported into TurboTax and other popular tax preparation programs.

What can I do with tax reports?

The Tax Organizer allows you to generate and keep open multiple reports. The following topics describe how you can work with reports:

•Zooming a Report

•Navigating in a Report

•Viewing Corresponding Receipts

•Viewing Corresponding Documents

•Printing a Selected Report

•Exporting or Printing Multiple Reports

•Emailing a Tax Report

The report window provides a toolbar for easy viewing, zooming, and navigating. The toolbar is pictured (split) below.

Zooming a Report

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Univex NeatDesk manual What can I do with tax reports?, Zooming a Report Navigating in a Report, Emailing a Tax Report

Contents

Getting Started What do I need to know? Welcome to NeatWorksWhere can I get support and updates? What are folders and why do I need them?Using the Quick Scan Center Using the Inbox Page Page 2. The following screen displays Creating a New Folder1. To create a new folder, click New, as shown below Choosing an Existing Folder Working with Folders Using NeatWorks FoldersWhat is a folder? File SelectedWhat can I do with folders? Creating a New Folder Selecting Grid Rows Selecting Grid RowsViewing Multiple Folders Simultaneously Creating a New FolderAdding Comments to a Folder Editing Cells in a FolderWorking with deleted folders Deleting a FolderClearing Folder Rows Splitting a Receipt Across Multiple Folders Creating Expense ReportsCreating a New Expense Report What are Scan To PDF and Export To PDF? Moving a Split Receipt to Another FolderUsing Export To PDF For more information, see the followingUsing Scan To PDF Using Scan To PDFTo scan using Scan To PDF, do the following Using Export To PDFUsing Expense Report PDF for Receipts and Documents 2. Click Export PDF Searchable on the toolbar2. On the toolbar, click Click Export PDF Report 3. The Export Choices dialog box will open, as shown below To use Export to PDF Report for contacts, do the following 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit2. Click Export PDF PDF Report Importing Folders Emailing a Folder Exporting to a NeatWorks File How do I import and export folders?Importing Folders How do I use Export To PDF and Scan To PDF? Using Scan To PDF4. Click Continue Emailing a FolderTo email a folder 2. From the Toolbar, choose Export Receipt or Document Folder File 6. Click ContinueExporting to a NeatWorks File Creating an Excel Map Updating an Excel Map Name Save Exporting to ExcelCreating an Excel Map To create an Excel map, do the following1. Launch MS Excel To specify an existing template fileTo create a new template file in MS Office To create a new template file in MS OfficePage All Mappings button 1. Click the Excel Map dropdown box You can update an Excel map name whenever you like. To do soUpdating an Excel Map Name Exporting to an Excel Map Exporting to RTF Word, PDF, or HTML Exporting to CSV Comma Separated Values9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Setting Up a Cash Account in Quicken Exporting QIF Files to Quicken 2004 and EarlierSelected Receipts radio button 4. Click Continue Exporting QIF Files to Quicken 2005 and LaterSelected Receipts radio button Setting Up a Cash Account in Quicken2. Choose This account is not held in a financial institution Exporting a QIF File from NeatWorks2. From the Toolbar, choose Export OFX MS Money 7. Choose File Import QIFTips for Working with QIF Files Exporting OFX Files to MS MoneyExporting to QuickBooks If you chose QuickBooks Direct 4. Click Continue If you chose QuickBooks iifRunning Folder Reports 1. The Export Setup screen displaysUsing the Report Window Toolbar Running a Report Saving a Report Using the Report Window ToolbarRunning a Report Page 1. From the Tools menu, choose Show/Hide Columns Folder Columns Saving a ReportCan I personalize columns and fields? Showing and Hiding Grid ColumnsUnderstanding and Modifying the User Profile Information TabsMoving Columns Resizing Column WidthsModifying the User Profile Modifying a Column or Field Name1. From the Toolbar, choose Personalize Column/Field Names Understanding and Modifying the User ProfileWorking With Receipts Using the Scanning and Imaging Troubleshooter How do I scan a receipt?How can I work with receipt rows? Where is my information? Why should I run a receipt report? Can I edit vendor names and lists?Verify Data and Add a Vendor Name Create or Select a FolderTo Create a New Folder To Open a FolderUsing the Image Adjuster Step B Manually Crop the Image Step A Rotate Your ImageWorking with Receipt Images Best Practice for Using the Image AdjusterStep C Lighten or Darken the Image Step D Save Changes to the Receipt ImageTo zoom in or out on a receipt image in the Inbox Rotating the Receipt Image1. Click Review and File Zooming In or Out of a Receipt Image2. From the Toolbar, choose Import Import as New Receipt Viewing a Receipt in Full Screen ModeChanging the Order of Multiple Scanned Images Importing an Image as a New ReceiptDeleting a Receipt Image 2. From the Toolbar, choose Import Image to Current ReceiptCombining Receipts Printing a Receipt Image2. Click Delete on the upper right side of the grid Saving a Receipt as a Graphic FileEmailing Receipts 4. Click ContinueAdding a new receipt row Move a receipt row to another folder How can I work with receipt rows?Selecting Receipt Rows Select a receipt row Edit receipt row cells Add comments to receiptsAdding Comments to Receipts Editing Receipt Row CellsMoving a Receipt Row to the Document Organizer Adding a New Receipt RowMoving a Receipt Row to Another Folder Working with deleted receipts Deleting a Receipt RowFinding Missing Key Data in Folders and Receipts How do I use the Search feature?Viewing Receipts Together from Multiple Folders How do I find my information?Searching for a Keyword Searching with the Wildcard To learn how to use search, see the following topicsSearching for a Keyword To search for text Document Title Document Type Folder Type Project Tax Category Topic Receipt Organizer fields recognized by Search Category ClientPayment Type Project Tax Category TranID User Vendor Document Organizer fields recognized by Search Category ClientConducting an Advanced Search Searching with the WildcardTo conduct a wildcard search ReceiptsDocuments Business CardsColumn Options Can I print, sort, and split receipts?Printing and Clearing a Receipt Row Selected Receipts buttonFormatting Options Sort Receipts Sorting Receipt RowsMultiple Sort Order Splitting a Receipt into Multiple Transactions Page Exporting Receipts How do I import and export receipts?Importing Receipts 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Use the report window toolbar Run a report Save a report Using the Report Window ToolbarHow do I run a receipt report? Running a Report 1. On the toolbar, select Reports Receipt Reports2. Click Go 3. Navigate to the folder you want to save the file in Saving a ReportTo save a report, do the following 1. Select a file type from the Save/Export Report As dropdown listOverview of Vendor Names and lists Can I edit vendor names and other lists?Add an item to a list Edit an item in a list Delete an item in a list Adding an Item to a List Deleting an Item in a List Editing an Item in a ListMoving Columns Showing and Hiding Columns1. From the Tools menu, choose Show/Hide Columns Receipt Columns Can I personalize columns and fields?pictured at the bottom of this page 1. From the Toolbar, select Personalize Column/Field NamesModifying a Column or Field Name Page Page Modifying User Rules Understanding and Modifying User Rules1. From the Toolbar, choose Personalize Rules Understanding the Attached Column Icons To assign a tax category for a receipt or document, do the following Assigning Tax CategoriesUsing the Quick Tips Box Tax Categories versus Regular CategoriesWhat can I do with my business card images? Using the Business Card OrganizerExploring the Business Card Organizer Window How do I scan a business card? How can I work with my contacts?Selecting a Contact Row Editing Contact Information Exploring the Business Card Organizer WindowHow do I scan a business card? How can I work with contacts?To edit contact information in the Contacts Information Area Selecting a Contact RowEditing Contact Information To edit contact information in the Contacts Grid2. Click the Delete link on the upper right side of the grid Adding a Contact without Scanning a Business CardDeleting a Contact Working with Deleted Contacts Tools Empty Deleted Items Contacts. Click Yes to confirmSorting the Contacts Grid Multiple Sort Order Sort ContactsPrinting a Contact Email a Contact Mark an Action Item as Complete Adding an Action Item for a ContactAdding a Note for a Contact Add a Note for a Contact Mark a Contact as a Quick ContactMarking an Action Item as Complete Marking a Contact as a Quick ContactEmailing a Contact ContinueViewing a Business Card Image in Full Screen Saving Contact InformationRotating a Business Card Image Zooming a Business Card ImageHow do I find my contacts? Deleting a Business Card ImageSaving a Business Card Image as a Graphic File Searching for a Keyword To search for text Using Find ContactsDocument Organizer fields recognized by Search Category Client 4. With your cursor still in the Search box, you can press EnterReceipt Organizer fields recognized by Search Category Client Payment Type Project Tax Category TranID User VendorTo conduct a wildcard search How do I import and export contacts?Syncing Contacts with MS Outlook Exchanging Contacts Using vCards Searching with the WildcardTo export contacts to a NeatWorks file Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file 2. From the Toolbar, choose Import Contact FileSyncing Contacts with Plaxo OutlookContacts to Sync headings Syncing Contacts with MS Outlook with Plaxo3. Specify the Contacts to Sync 2. Specify the Direction of Sync3. Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings To import a contact as a vCard Exchanging Contacts Using vCardsExporting Contacts to PDF or RTF MS Word To export a contact as a vCardExporting to CSV Comma Separated Values Moving Columns Personalizing the Business Card OrganizerShowing/Hiding Contacts Grid Columns 1. From the Tools menu, choose Show/Hide Columns Grid ColumnsFrom the Tools menu, choose Auto-Size Column Widths Using the Document OrganizerResizing Column Widths Understanding the Attached Column IconsExploring the Document Organizer Window How do I scan a document? Exploring the Document Organizer WindowWhat can I do with document images? How do I set up document folders? Where can I find my saved documents? How do I print documents?Viewing a Document in Full Screen Rescanning a Document What can I do with my document images?Rotating a Document Image Rotating a Document Image Zooming a Document ImageChanging the Order of Multiple Scanned Images Zooming a Document ImageViewing a Document in Full Screen Mode Importing an Image as a New DocumentCombining Documents 2. From the Toolbar, choose Import Image as New DocumentImporting Additional Images into a Document Row 2. From the Toolbar, choose Import Image to Current DocumentPrinting a Document Image Separating a Multi-Page Document2. Go to Edit Separate Multi-Page Document Copying and Pasting a DocumentEmailing a Document Deleting a Document Image3. Click Delete Current Image Saving a Document as a Graphic FileHow can I work with document rows? How do I set up document folders?Selecting Document Rows Selecting Document RowsViewing Documents Together from Multiple Folders Editing Document Row CellsAdding a New Document Row Adding Comments to Document RowsMoving a Document Row to the Receipt Organizer Moving a Document Row to Another FolderWorking with Deleted Documents Deleting a Document RowSorting Document Rows Multiple Sort Order Find Missing Key Data in Folders and Documents Where can I find my saved documents?Clearing Documents Rows Selected Documents button Finding Missing Key Data in Folders and DocumentsTools Find Documents Missing Key Data How do I print documents? Image Options Can I personalize document columns and fields?1. From the Tools menu, choose Show/Hide Columns Document Columns Column OptionsResizing Column Widths From the Tools menu, choose Auto-Size Column Widths Document Columns1. From the Tools menu, choose Personalize Column/Field Names Moving ColumnsPage Page Tax Categories versus Regular Categories Using the Quick Tips BoxUnderstanding the Attached Column Icons Assigning Tax CategoriesSharing Documents with other NeatWorks Users How do I import and export documents?Sharing Documents with other NeatWorks Users 2. From the Toolbar, choose Export Document Folder File .ntfExporting Documents to other Format Types Importing Documents Using the Tax Organizer8. Under Image Options, choose either Scale To Fit or Crop To Fit How can I generate reports in the Tax Organizer? Exploring the Tax Organizer WindowExploring the Tax Organizer Window How do I assign receipts to Tax Categories?Showing and Hiding Tax Categories Adding Comments How do I assign receipts to Tax Categories?Assigning Tax Categories Selecting a Tax Category for a ReceiptShowing and Hiding Tax Categories To hide a tax category 2. Click on the Show/Hide Tax Items button4. Click the Hide button How do I generate tax reports? Adding CommentsViewing Quick Tips and Additional IRS Information Viewing Corresponding Receipts Viewing Corresponding Documents What can I do with tax reports?Zooming a Report Zooming a Report Navigating in a ReportEnter Navigating in a Report1. Click the View Documents from report button Viewing Corresponding Receipts1. Click the View Receipts from report button Viewing Corresponding DocumentsEmailingTa Tax ReportT the ViewTDocuments from reportT button againPrintingTa Selected ReportT ExportingTor Printing Multiple ReportsTBackingTUp and Restoring the DatabaseT DatabaseTBackup OptionsTBackupsTT.TTT AutomaticallyTTTTbackup the database using the following optionsToolbar.TTT SchedulingTAutomatic Database BackupsTBackingTUp the Database ManuallyT 3. From the Toolber, choose T Export Receipt Folder File.T RestoringTthe DatabaseTCalibrationTT Check Backup File Version.TTTScannerTMaintenanceT CleaningHUyour Neat ADF ScannerUH CleaningTTCalibratingTthe Neat ADF ScannerT CleaningHUyour Neat Mobile ScannerUHCalibrateT.T CleaningTthe Neat ADF Scanner T3. Open the scanner by pushing the lever down on the front right side 4. Clean the feed roller & paper padTo calibrate in NeatWorks, do the followingT CalibratingTYour ScannerTclick CalibrateT.T To clean with the alcohol cleaning paperT How do I clean the scanner?YouTwill find two types of cleaning paper in the Welcome KitT ProblemTPoor CroppingT ITlove the alcohol cleaning paper--where can I get more?TAdditionalTResourcesT ScanningTand Imaging TroubleshooterTDescriptionTT ExampleTT SolutionTRecalibrateTSolutionTRecalibrateT SolutionsTTPrevention.TT T System - Advanced - Performance Settings - Data ExecutionSolutionT WhereTcan I find support and get updates?T