Univex NeatReceipts, NeatScan, NeatDesk manual

Click the Include Receipt Header Row checkbox to export NeatWorks column header names to Excel.

Click the Image Details tab to choose a preferred image size (small, medium, or large). The Images Per Row field will adjust automatically.

7.Under the Step 4 heading, define a column-to-column map between NeatWorks and MS Excel. Unmapped columns appear on the left, mapped columns appear on the right.

Use the Map: dropdown list to choose among Receipt columns (default), Folder columns, or User Profile fields.

Under the Unmapped Fields heading, select a field and then click on the Map button. In the Select Excel Column dialog box, specify an Excel column destination.

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Univex NeatReceipts, NeatScan, NeatDesk manual

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 What is a folder? File Selected Using NeatWorks FoldersWorking 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 a New Expense Report Creating Expense ReportsSplitting 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? To email a folder Emailing 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 Selected Receipts radio button Click Continue Exporting QIF Files to Quicken 2004 and EarlierExporting 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 Can I personalize columns and fields? Saving a ReportShowing and Hiding Grid Columns Moving Columns Information TabsResizing Column Widths From the Toolbar, choose Personalize Column/Field Names Modifying a Column or Field NameUnderstanding 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 Click Review and File Rotating the Receipt ImageZooming 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 Moving a Receipt Row to Another Folder Adding a New Receipt RowMoving a Receipt Row to the Document Organizer Deleting a Receipt Row Viewing Receipts Together from Multiple Folders How do I use the Search feature?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 topicsPage To conduct a wildcard search Searching with the WildcardReceipts Documents Business Cards Printing and Clearing a Receipt Row Can I print, sort, and split receipts?Selected Receipts button Column Options Formatting Options Multiple Sort Order Sorting Receipt RowsSort 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 How do I scan a business card? Exploring the Business Card Organizer WindowHow can I work with contacts? Editing Contact Information Selecting a Contact RowTo 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 Saving a Business Card Image as a Graphic File Deleting a Business Card ImageHow 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 Contacts to Sync headings OutlookSyncing 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 What can I do with my document images? 105Rotating 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 110 How do I set up document folders?How can I work with document rows? Selecting Document Rows 111Viewing Documents Together from Multiple Folders Editing Document Row Cells Adding Comments to Document Rows 112Adding a New Document Row Moving a Document Row to Another Folder 113Moving a Document Row to the Receipt Organizer Deleting a Document Row 114Sorting Document Rows 115 116 Where can I find my saved documents?Clearing Documents Rows Finding Missing Key Data in Folders and Documents 117Selected 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 124 125 Using the Tax OrganizerImporting 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? What can I do with tax reports? 131Zooming a Report Navigating in a Report 132Enter 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 RestoringTthe DatabaseT 137From the Toolber, choose T Export Receipt Folder File.T ScannerTMaintenanceT Check Backup File Version.TTT138 CalibrationTT 139 CleaningTTCalibratingTthe Neat ADF ScannerT 140 CleaningTthe Neat ADF Scanner TCalibrateT.T 141 CalibratingTYour ScannerT 142To calibrate in NeatWorks, do the followingT Click CalibrateT.T 143 To clean with the alcohol cleaning paperT How do I clean the scanner?144 145 ITlove the alcohol cleaning paper--where can I get more?TAdditionalTResourcesT ScanningTand Imaging TroubleshooterT SolutionsTT ExampleTT SolutionTRecalibrateT146 DescriptionTT WhereTcan I find support and get updates?T SolutionT147