Getting Started What do I need to know?
Welcome to NeatWorks
Using the Quick Scan Center
Using the Inbox
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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 Report
Splitting a Receipt Across Multiple Folders
Moving a Split Receipt to Another Folder
For more information, see the following
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Importing Folders
How do I import and export folders?
Emailing a Folder
To email a folder
Click 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 file
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All Mappings button
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Exporting to an Excel Map
Exporting to CSV Comma Separated Values
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Exporting QIF Files to Quicken 2004 and Earlier
Selected Receipts radio button Click Continue
Exporting QIF Files to Quicken 2005 and Later
Choose This account is not held in a financial institution
Setting Up a Cash Account in Quicken
Exporting a QIF File from NeatWorks
Selected Receipts radio button
Tips for Working with QIF Files
Choose File Import QIF
Exporting 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 Toolbar
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Saving a Report
Can I personalize columns and fields?
Showing and Hiding Grid Columns
Information Tabs
Moving Columns
Resizing Column Widths
Modifying a Column or Field Name
From the Toolbar, choose Personalize Column/Field Names
Understanding and Modifying the User Profile
Working With Receipts
How do I scan a receipt?
To Create a New Folder
Create or Select a Folder
To 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 Adjuster
Step D Save Changes to the Receipt Image
Working with Receipt Images
Rotating the Receipt Image
Click Review and File
Zooming In or Out of a Receipt Image
Changing the Order of Multiple Scanned Images
Viewing a Receipt in Full Screen Mode
Importing 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 Receipt
Printing 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 Folder
Moving a Receipt Row to the Document Organizer
Deleting a Receipt Row
How do I use the Search feature?
Viewing Receipts Together from Multiple Folders
Finding Missing Key Data in Folders and Receipts
Searching for a Keyword To search for text
To learn how to use search, see the following topics
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Searching with the Wildcard
To conduct a wildcard search
Receipts
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 Order
Sort Receipts
Splitting a Receipt into Multiple Transactions
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Importing Receipts
How do I import and export receipts?
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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
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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 Information
To 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 Contact
Continue
Marking an Action Item as Complete
Rotating a Business Card Image
Saving Contact Information
Zooming 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 File
How do I find my contacts?
Using Find Contacts
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How do I import and export contacts?
To import contacts from a NeatWorks file
Exchanging Contacts with other NeatWorks Users
From the Toolbar, choose Export Contact File
Choosing to Sync With Plaxo or MS Outlook
Outlook
Contacts to Sync headings
Syncing 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
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Exchanging Contacts Using vCards
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Personalizing the Business Card Organizer
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Showing/Hiding Contacts Grid Columns
From the Tools menu, choose Show/Hide Columns Grid Columns
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Using the Document Organizer
Exploring the Document Organizer Window
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What can I do with my document images?
Rotating a Document Image
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Viewing a Document in Full Screen Mode
Zooming a Document Image
Importing an Image as a New Document
From the Toolbar, choose Import Image as New Document
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Importing Additional Images into a Document Row
From the Toolbar, choose Import Image to Current Document
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Deleting a Document Image
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Click Delete Current Image
Saving a Document as a Graphic File
How do I set up document folders?
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How can I work with document rows?
Selecting Document Rows
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Viewing Documents Together from Multiple Folders
Editing Document Row Cells
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Adding Comments to Document Rows
Adding a New Document Row
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Moving a Document Row to Another Folder
Moving a Document Row to the Receipt Organizer
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Deleting a Document Row
Sorting Document Rows
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Where can I find my saved documents?
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Clearing Documents Rows
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Finding Missing Key Data in Folders and Documents
Selected Documents button
Can I personalize document columns and fields?
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How do I import and export documents?
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Sharing Documents with other NeatWorks Users
From the Toolbar, choose Export Document Folder File .ntf
Exporting Documents to other Format Types
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Using the Tax Organizer
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Importing Documents
Exploring the Tax Organizer Window
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How do I assign receipts to Tax Categories?
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Showing and Hiding Tax Categories
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Adding Comments
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Viewing Quick Tips and Additional IRS Information
How do I generate tax reports?
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What can I do with tax reports?
Zooming a Report
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Navigating in a Report
Enter
Viewing Corresponding Receipts
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Click the View Receipts from report button
Viewing Corresponding Documents
ViewTDocuments from reportT button again
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PrintingTa Selected ReportT
ExportingTor Printing Multiple ReportsT
BackupsTT.TTT
DatabaseTBackup OptionsT
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BackingTUp and Restoring the DatabaseT
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SchedulingTAutomatic Database BackupsT
BackingTUp the Database ManuallyT
Toolbar.TTT
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RestoringTthe DatabaseT
From the Toolber, choose T Export Receipt Folder File.T
ScannerTMaintenanceT
Check Backup File Version.TTT
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CalibrationTT
CleaningTT
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CalibratingTthe Neat ADF ScannerT
CleaningTthe Neat ADF Scanner T
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CalibrateT.T
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CalibratingTYour ScannerT
To calibrate in NeatWorks, do the followingT
Click CalibrateT.T
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How do I clean the scanner?
To clean with the alcohol cleaning paperT
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ITlove the alcohol cleaning paper--where can I get more?T
AdditionalTResourcesT
ScanningTand Imaging TroubleshooterT
SolutionsTT
ExampleTT SolutionTRecalibrateT
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DescriptionTT
SolutionT
WhereTcan I find support and get updates?T
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