Where can I get support and updates?
Welcome to NeatWorks
What are folders and why do I need them?
Getting Started What do I need to know?
Using the Quick Scan Center
Using the Inbox
Page
Page
1. To create a new folder, click New, as shown below
Creating a New Folder
2. The following screen displays
Choosing an Existing Folder
What is a folder?
Using NeatWorks Folders
File Selected
Working with Folders
What can I do with folders?
Viewing Multiple Folders Simultaneously
Selecting Grid Rows
Creating a New Folder
Creating a New Folder Selecting Grid Rows
Adding Comments to a Folder
Editing Cells in a Folder
Clearing Folder Rows
Deleting a Folder
Working with deleted folders
Creating a New Expense Report
Creating Expense Reports
Splitting a Receipt Across Multiple Folders
What are Scan To PDF and Export To PDF?
Moving a Split Receipt to Another Folder
Using Export To PDF
For more information, see the following
To scan using Scan To PDF, do the following
Using Scan To PDF
Using Export To PDF
Using Scan To PDF
2. On the toolbar, click Click Export PDF Report
2. Click Export PDF Searchable on the toolbar
Using Expense Report PDF for Receipts and Documents
3. The Export Choices dialog box will open, as shown below
2. Click Export PDF PDF Report
9. Under Image Scaling, choose either Scale To Fit or Crop To Fit
To use Export to PDF Report for contacts, do the following
Importing Folders
How do I import and export folders?
How do I use Export To PDF and Scan To PDF? Using Scan To PDF
Importing Folders Emailing a Folder Exporting to a NeatWorks File
To email a folder
Emailing a Folder
4. Click Continue
Exporting to a NeatWorks File
6. Click Continue
2. From the Toolbar, choose Export Receipt or Document Folder File
Creating an Excel Map
Save Exporting to Excel
To create an Excel map, do the following
Creating an Excel Map Updating an Excel Map Name
To create a new template file in MS Office
To specify an existing template file
To create a new template file in MS Office
1. Launch MS Excel
Page
All Mappings button
Updating an Excel Map Name
You can update an Excel map name whenever you like. To do so
1. Click the Excel Map dropdown box
Exporting to an Excel Map
Exporting to RTF Word, PDF, or HTML
Exporting to CSV Comma Separated Values
9. Under Image Scaling, choose either Scale To Fit or Crop To Fit
Selected Receipts radio button 4. Click Continue
Exporting QIF Files to Quicken 2004 and Earlier
Exporting QIF Files to Quicken 2005 and Later
Setting Up a Cash Account in Quicken
2. 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
7. Choose File Import QIF
Exporting OFX Files to MS Money
2. From the Toolbar, choose Export OFX MS Money
Exporting to QuickBooks
If you chose QuickBooks Direct
Running Folder Reports
If you chose QuickBooks iif
1. The Export Setup screen displays
4. Click Continue
Running a Report
Using the Report Window Toolbar
Using the Report Window Toolbar Running a Report Saving a Report
Page
Can I personalize columns and fields?
Saving a Report
Showing and Hiding Grid Columns
1. From the Tools menu, choose Show/Hide Columns Folder Columns
Moving Columns
Information Tabs
Resizing Column Widths
Understanding and Modifying the User Profile
1. From the Toolbar, choose Personalize Column/Field Names
Modifying a Column or Field Name
Understanding and Modifying the User Profile
Modifying the User Profile
Working With Receipts
How can I work with receipt rows? Where is my information?
How do I scan a receipt?
Why should I run a receipt report? Can I edit vendor names and lists?
Using the Scanning and Imaging Troubleshooter
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
1. Click Review and File
Rotating the Receipt Image
Zooming In or Out of a Receipt Image
To zoom in or out on a receipt image in the Inbox
Changing the Order of Multiple Scanned Images
Viewing a Receipt in Full Screen Mode
Importing an Image as a New Receipt
2. From the Toolbar, choose Import Import as New Receipt
Combining Receipts
2. 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
4. Click Continue
2. Click Delete on the upper right side of the grid
Selecting Receipt Rows
How can I work with receipt rows?
Select a receipt row Edit receipt row cells Add comments to receipts
Adding a new receipt row Move a receipt row to another folder
Adding Comments to Receipts
Editing Receipt Row Cells
Moving a Receipt Row to Another Folder
Adding a New Receipt Row
Moving a Receipt Row to the Document Organizer
Working with deleted receipts
Deleting a Receipt Row
Viewing Receipts Together from Multiple Folders
How do I use the Search feature?
How do I find my information?
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
Searching for a Keyword Searching with the Wildcard
Payment Type Project Tax Category TranID User Vendor
Receipt Organizer fields recognized by Search Category Client
Document Organizer fields recognized by Search Category Client
Document Title Document Type Folder Type Project Tax Category Topic
To conduct a wildcard search
Searching with the Wildcard
Receipts
Conducting an Advanced Search
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 Rows
Sort Receipts
Splitting a Receipt into Multiple Transactions
Page
Importing Receipts
How do I import and export receipts?
Exporting Receipts
9. Under Image Scaling, choose either Scale To Fit or Crop To Fit
How do I run a receipt report?
Using the Report Window Toolbar
Use the report window toolbar Run a report Save a report
Running a Report
1. On the toolbar, select Reports Receipt Reports
To save a report, do the following
Saving a Report
1. Select a file type from the Save/Export Report As dropdown list
2. Click Go 3. Navigate to the folder you want to save the file in
Add an item to a list Edit an item in a list Delete an item in a list
Can I edit vendor names and other lists?
Overview of Vendor Names and lists
Adding an Item to a List
Deleting an Item in a List
Editing an Item in a List
1. From the Tools menu, choose Show/Hide Columns Receipt Columns
Showing and Hiding Columns
Can I personalize columns and fields?
Moving Columns
Modifying a Column or Field Name
1. From the Toolbar, select Personalize Column/Field Names
pictured at the bottom of this page
Page
Page
1. From the Toolbar, choose Personalize Rules
Understanding and Modifying User Rules
Modifying User Rules
Understanding the Attached Column Icons
Using the Quick Tips Box
Assigning Tax Categories
Tax Categories versus Regular Categories
To assign a tax category for a receipt or document, do the following
Exploring the Business Card Organizer Window
Using the Business Card Organizer
How do I scan a business card? How can I work with my contacts?
What can I do with my business card images?
How do I scan a business card?
Exploring the Business Card Organizer Window
How can I work with contacts?
Selecting a Contact Row Editing Contact Information
Editing Contact Information
Selecting a Contact Row
To edit contact information in the Contacts Grid
To edit contact information in the Contacts Information Area
Deleting a Contact
Adding a Contact without Scanning a Business Card
2. Click the Delete link on the upper right side of the grid
Sorting the Contacts Grid
Tools Empty Deleted Items Contacts. Click Yes to confirm
Working with Deleted Contacts
Printing a Contact
Sort Contacts
Multiple Sort Order
Adding a Note for a Contact
Adding an Action Item for a Contact
Add a Note for a Contact Mark a Contact as a Quick Contact
Email a Contact Mark an Action Item as Complete
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
Saving a Business Card Image as a Graphic File
Deleting a Business Card Image
How do I find my contacts?
Searching for a Keyword To search for text
Using Find Contacts
Receipt Organizer fields recognized by Search Category Client
4. With your cursor still in the Search box, you can press Enter
Payment Type Project Tax Category TranID User Vendor
Document Organizer fields recognized by Search Category Client
Syncing Contacts with MS Outlook Exchanging Contacts Using vCards
How do I import and export contacts?
Searching with the Wildcard
To conduct a wildcard search
To import contacts from a NeatWorks file
Exchanging Contacts with other NeatWorks Users
2. From the Toolbar, choose Import Contact File
To export contacts to a NeatWorks file
Contacts to Sync headings
Outlook
Syncing Contacts with Plaxo
Syncing Contacts with MS Outlook
with Plaxo
3. Specify the Contacts to Sync
2. Specify the Direction of Sync
3. Choose Select From Frequently Used Fields Categories
NeatWorks to Outlook Field Mappings
Exporting Contacts to PDF or RTF MS Word
Exchanging Contacts Using vCards
To export a contact as a vCard
To import a contact as a vCard
Exporting to CSV Comma Separated Values
Showing/Hiding Contacts Grid Columns
Personalizing the Business Card Organizer
1. From the Tools menu, choose Show/Hide Columns Grid Columns
Moving Columns
Resizing Column Widths
Using the Document Organizer
Understanding the Attached Column Icons
From the Tools menu, choose Auto-Size Column Widths
What can I do with document images? How do I set up document folders?
Exploring the Document Organizer Window
Where can I find my saved documents? How do I print documents?
Exploring the Document Organizer Window How do I scan a document?
Rotating a Document Image
What can I do with my document images?
Rotating a Document Image Zooming a Document Image
Viewing a Document in Full Screen Rescanning a Document
Viewing a Document in Full Screen Mode
Zooming a Document Image
Importing an Image as a New Document
Changing the Order of Multiple Scanned Images
Importing Additional Images into a Document Row
2. From the Toolbar, choose Import Image as New Document
2. From the Toolbar, choose Import Image to Current Document
Combining Documents
2. Go to Edit Separate Multi-Page Document
Separating a Multi-Page Document
Copying and Pasting a Document
Printing a Document Image
3. Click Delete Current Image
Deleting a Document Image
Saving a Document as a Graphic File
Emailing a Document
How can I work with document rows?
How do I set up document folders?
Viewing Documents Together from Multiple Folders
Selecting Document Rows
Editing Document Row Cells
Selecting Document Rows
Adding a New Document Row
Adding Comments to Document Rows
Moving a Document Row to the Receipt Organizer
Moving a Document Row to Another Folder
Sorting Document Rows
Deleting a Document Row
Working with Deleted Documents
Multiple Sort Order
Clearing Documents Rows
Where can I find my saved documents?
Find Missing Key Data in Folders and Documents
Tools Find Documents Missing Key Data How do I print documents?
Finding Missing Key Data in Folders and Documents
Selected Documents button
1. From the Tools menu, choose Show/Hide Columns Document Columns
Can I personalize document columns and fields?
Column Options
Image Options
1. From the Tools menu, choose Personalize Column/Field Names
From the Tools menu, choose Auto-Size Column Widths Document Columns
Moving Columns
Resizing Column Widths
Page
Page
Understanding the Attached Column Icons
Using the Quick Tips Box
Assigning Tax Categories
Tax Categories versus Regular Categories
Sharing Documents with other NeatWorks Users
How do I import and export documents?
2. From the Toolbar, choose Export Document Folder File .ntf
Sharing Documents with other NeatWorks Users
Exporting Documents to other Format Types
8. Under Image Options, choose either Scale To Fit or Crop To Fit
Using the Tax Organizer
Importing Documents
Exploring the Tax Organizer Window
Exploring the Tax Organizer Window
How do I assign receipts to Tax Categories?
How can I generate reports in the Tax Organizer?
Assigning Tax Categories
How do I assign receipts to Tax Categories?
Selecting a Tax Category for a Receipt
Showing and Hiding Tax Categories Adding Comments
Showing and Hiding Tax Categories
4. Click the Hide button
2. Click on the Show/Hide Tax Items button
To hide a tax category
Viewing Quick Tips and Additional IRS Information
Adding Comments
How do I generate tax reports?
Zooming a Report
What can I do with tax reports?
Zooming a Report Navigating in a Report
Viewing Corresponding Receipts Viewing Corresponding Documents
Enter
Navigating in a Report
1. Click the View Receipts from report button
Viewing Corresponding Receipts
Viewing Corresponding Documents
1. Click the View Documents from report button
PrintingTa Selected ReportT
the ViewTDocuments from reportT button again
ExportingTor Printing Multiple ReportsT
EmailingTa Tax ReportT
BackupsTT.TTT
DatabaseTBackup OptionsT
AutomaticallyTTTTbackup the database using the following options
BackingTUp and Restoring the DatabaseT
BackingTUp the Database ManuallyT
SchedulingTAutomatic Database BackupsT
Toolbar.TTT
3. From the Toolber, choose T Export Receipt Folder File.T
RestoringTthe DatabaseT
ScannerTMaintenanceT
Check Backup File Version.TTT
CalibrationTT
CalibratingTthe Neat ADF ScannerT
CleaningTT
CleaningHUyour Neat Mobile ScannerUH
CleaningHUyour Neat ADF ScannerUH
CalibrateT.T
CleaningTthe Neat ADF Scanner T
3. Open the scanner by pushing the lever down on the front right side
4. Clean the feed roller & paper pad
To calibrate in NeatWorks, do the followingT
CalibratingTYour ScannerT
click CalibrateT.T
YouTwill find two types of cleaning paper in the Welcome KitT
How do I clean the scanner?
To clean with the alcohol cleaning paperT
AdditionalTResourcesT
ITlove the alcohol cleaning paper--where can I get more?T
ScanningTand Imaging TroubleshooterT
ProblemTPoor CroppingT
SolutionTRecalibrateT
ExampleTT SolutionTRecalibrateT
SolutionsTT
DescriptionTT
SolutionT
System - Advanced - Performance Settings - Data Execution
WhereTcan I find support and get updates?T
Prevention.TT T