Univex NeatReceipts Viewing Corresponding Receipts, Click the View Receipts from report button

Viewing Corresponding Receipts

NeatWorks allows you to easily view all receipts associated with a given tax report in the Receipt Organizer.

To view corresponding receipts:

1.Click the View Receipts from report button.

•The Receipt Organizer opens.

•The lower grid will be populated with all associated receipts sorted in the same order in which they appear in the tax report. A multi-column sort order is automatically applied to this grid.

2.To revert to standard sorting, simply click any column heading.

3.To reapply the multi-column sort order, return to the Tax Organizer and click the View Receipts from report button again.

4.The upper grid will have all associated folders "pinned" so that all of their respective receipts appear together in the lower grid.

Viewing Corresponding Documents

NeatWorks allows you to easily view all documents associated with a given tax report in the Document Organizer.

To view corresponding documents:

1.Click the View Documents from report button.

•The Document Organizer opens.

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