141 | Univex NeatScan, NeatReceipts, NeatDesk instruction

3. Open the scanner by pushing the lever down on the front right side.

4. Clean the feed roller & paper pad.

•Gently push the paper pad mechanism to the left and lift it gently until you feel resistance. (Figure 2b)

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Image 141

Univex NeatScan, NeatReceipts, NeatDesk manual 141

Contents

Getting Started What do I need to know? Welcome to NeatWorks Using the Quick Scan Center Using the Inbox Page Page Creating a New Folder Choosing an Existing Folder File Selected Using NeatWorks Folders What is a folder?Working with Folders What can I do with folders? Viewing Multiple Folders Simultaneously Selecting Grid Rows Adding Comments to a Folder Editing Cells in a Folder Clearing Folder Rows Deleting a Folder Creating Expense Reports Creating a New Expense ReportSplitting a Receipt Across Multiple Folders Moving a Split Receipt to Another Folder For more information, see the following Page Page Page Page Importing Folders How do I import and export folders? Emailing a Folder To email a folderClick Continue Exporting to a NeatWorks File Creating an Excel Map Save Exporting to Excel To create a new template file in MS Office To specify an existing template filePage All Mappings button Page Exporting to an Excel Map Exporting to CSV Comma Separated Values Page Exporting QIF Files to Quicken 2004 and Earlier Selected Receipts radio button Click ContinueExporting QIF Files to Quicken 2005 and Later Choose This account is not held in a financial institution Setting Up a Cash Account in QuickenExporting a QIF File from NeatWorks Selected Receipts radio button Tips for Working with QIF Files Choose File Import QIFExporting OFX Files to MS Money From the Toolbar, choose Export OFX MS Money Exporting to QuickBooks If you chose QuickBooks Direct Running Folder Reports If you chose QuickBooks iif Running a Report Using the Report Window ToolbarPage Saving a Report Can I personalize columns and fields?Showing and Hiding Grid Columns Information Tabs Moving ColumnsResizing Column Widths Modifying a Column or Field Name From the Toolbar, choose Personalize Column/Field NamesUnderstanding and Modifying the User Profile Working With Receipts How do I scan a receipt? To Create a New Folder Create or Select a FolderTo Open a Folder Verify Data and Add a Vendor Name Using the Image Adjuster Step B Manually Crop the Image Step a Rotate Your Image Step C Lighten or Darken the Image Best Practice for Using the Image AdjusterStep D Save Changes to the Receipt Image Working with Receipt Images Rotating the Receipt Image Click Review and FileZooming In or Out of a Receipt Image Changing the Order of Multiple Scanned Images Viewing a Receipt in Full Screen ModeImporting an Image as a New Receipt From the Toolbar, choose Import Import as New Receipt Combining Receipts From the Toolbar, choose Import Image to Current ReceiptPrinting a Receipt Image Deleting a Receipt Image Emailing Receipts Saving a Receipt as a Graphic File Selecting Receipt Rows How can I work with receipt rows? Adding Comments to Receipts Editing Receipt Row Cells Adding a New Receipt Row Moving a Receipt Row to Another FolderMoving a Receipt Row to the Document Organizer Deleting a Receipt Row How do I use the Search feature? Viewing Receipts Together from Multiple FoldersFinding Missing Key Data in Folders and Receipts Searching for a Keyword To search for text To learn how to use search, see the following topicsPage Searching with the Wildcard To conduct a wildcard searchReceipts Documents Business Cards Printing and Clearing a Receipt Row Can I print, sort, and split receipts?Selected Receipts button Column Options Formatting Options Sorting Receipt Rows Multiple Sort OrderSort Receipts Splitting a Receipt into Multiple Transactions Page Importing Receipts How do I import and export receipts?Page How do I run a receipt report? On the toolbar, select Reports Receipt Reports Saving a Report Overview of Vendor Names and lists Can I edit vendor names and other lists? Adding an Item to a List Deleting an Item in a List Editing an Item in a List Showing and Hiding Columns From the Toolbar, select Personalize Column/Field Names Page Page Understanding and Modifying User Rules Understanding the Attached Column Icons Assigning Tax Categories Using the Business Card Organizer Exploring the Business Card Organizer Window How do I scan a business card?How can I work with contacts? Selecting a Contact Row Editing Contact InformationTo edit contact information in the Contacts Grid Deleting a Contact Adding a Contact without Scanning a Business Card Working with Deleted Contacts Printing a Contact Sort Contacts Adding a Note for a Contact Adding an Action Item for a Contact Emailing a Contact Marking a Contact as a Quick ContactContinue Marking an Action Item as Complete Rotating a Business Card Image Saving Contact InformationZooming a Business Card Image Viewing a Business Card Image in Full Screen Deleting a Business Card Image Saving a Business Card Image as a Graphic FileHow do I find my contacts? Using Find Contacts Page How do I import and export contacts? To import contacts from a NeatWorks file Exchanging Contacts with other NeatWorks UsersFrom the Toolbar, choose Export Contact File Choosing to Sync With Plaxo or MS Outlook Outlook Contacts to Sync headingsSyncing Contacts with Plaxo Syncing Contacts with MS Outlook With Plaxo Specify the Contacts to Sync Specify the Direction of Sync Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings 100 Exchanging Contacts Using vCards 101 Personalizing the Business Card Organizer 102Showing/Hiding Contacts Grid Columns From the Tools menu, choose Show/Hide Columns Grid Columns 103 Using the Document Organizer Exploring the Document Organizer Window 104 105 What can I do with my document images?Rotating a Document Image 106 Viewing a Document in Full Screen ModeZooming a Document Image Importing an Image as a New Document From the Toolbar, choose Import Image as New Document 107Importing Additional Images into a Document Row From the Toolbar, choose Import Image to Current Document 108 Deleting a Document Image 109Click Delete Current Image Saving a Document as a Graphic File How do I set up document folders? 110How can I work with document rows? Selecting Document Rows 111Viewing Documents Together from Multiple Folders Editing Document Row Cells 112 Adding Comments to Document RowsAdding a New Document Row 113 Moving a Document Row to Another FolderMoving a Document Row to the Receipt Organizer 114 Deleting a Document RowSorting Document Rows 115 Where can I find my saved documents? 116Clearing Documents Rows 117 Finding Missing Key Data in Folders and DocumentsSelected Documents button Can I personalize document columns and fields? 118 119 120 121 122 How do I import and export documents? 123Sharing Documents with other NeatWorks Users From the Toolbar, choose Export Document Folder File .ntf Exporting Documents to other Format Types 124 Using the Tax Organizer 125Importing Documents Exploring the Tax Organizer Window 126 How do I assign receipts to Tax Categories? 127 Showing and Hiding Tax Categories 128 129 Adding Comments 130Viewing Quick Tips and Additional IRS Information How do I generate tax reports? 131 What can I do with tax reports?Zooming a Report 132 Navigating in a ReportEnter Viewing Corresponding Receipts 133Click the View Receipts from report button Viewing Corresponding Documents ViewTDocuments from reportT button again 134PrintingTa Selected ReportT ExportingTor Printing Multiple ReportsT BackupsTT.TTT DatabaseTBackup OptionsT135 BackingTUp and Restoring the DatabaseT 136 SchedulingTAutomatic Database BackupsTBackingTUp the Database ManuallyT Toolbar.TTT 137 RestoringTthe DatabaseTFrom the Toolber, choose T Export Receipt Folder File.T ScannerTMaintenanceT Check Backup File Version.TTT138 CalibrationTT CleaningTT 139CalibratingTthe Neat ADF ScannerT CleaningTthe Neat ADF Scanner T 140CalibrateT.T 141 142 CalibratingTYour ScannerTTo calibrate in NeatWorks, do the followingT Click CalibrateT.T 143 How do I clean the scanner? To clean with the alcohol cleaning paperT144 145 ITlove the alcohol cleaning paper--where can I get more?TAdditionalTResourcesT ScanningTand Imaging TroubleshooterT SolutionsTT ExampleTT SolutionTRecalibrateT146 DescriptionTT SolutionT WhereTcan I find support and get updates?T147