Univex NeatReceipts, NeatScan, NeatDesk guide

Note: You can drag and drop misclassified items between bins if desired. For example, if a document accidently scanned as a receipt, you can drag it from the receipt bin into the document bin. NeatWorks will now recognize it as a document instead of as a receipt.

You can click the + sign to maximize your view of a bin, as shown below:

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Univex NeatReceipts, NeatScan, NeatDesk manual

Contents

Welcome to NeatWorks Getting Started What do I need to know? 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? Selecting Grid Rows Viewing Multiple Folders Simultaneously Editing Cells in a Folder Adding Comments to a Folder Deleting a Folder Clearing Folder Rows 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 How do I import and export folders? Importing Folders To email a folder Emailing a FolderClick Continue Exporting to a NeatWorks File Save Exporting to Excel Creating an Excel Map To specify an existing template file To create a new template file in MS OfficePage 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 Setting Up a Cash Account in Quicken Choose This account is not held in a financial institutionExporting a QIF File from NeatWorks Selected Receipts radio button Choose File Import QIF Tips for Working with QIF FilesExporting OFX Files to MS Money From the Toolbar, choose Export OFX MS Money Exporting to QuickBooks If you chose QuickBooks Direct If you chose QuickBooks iif Running Folder Reports Using the Report Window Toolbar Running a ReportPage 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? Create or Select a Folder To Create a New FolderTo Open a Folder Verify Data and Add a Vendor Name Using the Image Adjuster Step a Rotate Your Image Step B Manually Crop the Image Best Practice for Using the Image Adjuster Step C Lighten or Darken the ImageStep 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 Viewing a Receipt in Full Screen Mode Changing the Order of Multiple Scanned ImagesImporting an Image as a New Receipt From the Toolbar, choose Import Import as New Receipt From the Toolbar, choose Import Image to Current Receipt Combining ReceiptsPrinting a Receipt Image Deleting a Receipt Image Saving a Receipt as a Graphic File Emailing Receipts How can I work with receipt rows? Selecting Receipt Rows Editing Receipt Row Cells Adding Comments to Receipts 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 To learn how to use search, see the following topics Searching for a Keyword To search for textPage To conduct a wildcard search Searching with the WildcardReceipts Business Cards Documents Can I print, sort, and split receipts? Printing and Clearing a Receipt RowSelected Receipts button Column Options Formatting Options Multiple Sort Order Sorting Receipt RowsSort Receipts Splitting a Receipt into Multiple Transactions Page How do I import and export receipts? Importing ReceiptsPage How do I run a receipt report? On the toolbar, select Reports Receipt Reports Saving a Report Can I edit vendor names and other lists? Overview of Vendor Names and lists Adding an Item to a List Editing an Item in a List Deleting 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 Adding a Contact without Scanning a Business Card Deleting a Contact Working with Deleted Contacts Sort Contacts Printing a Contact Adding an Action Item for a Contact Adding a Note for a Contact Marking a Contact as a Quick Contact Emailing a ContactContinue Marking an Action Item as Complete Saving Contact Information Rotating a Business Card ImageZooming 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? Exchanging Contacts with other NeatWorks Users To import contacts from a NeatWorks fileFrom the Toolbar, choose Export Contact File Choosing to Sync With Plaxo or MS Outlook Contacts to Sync headings OutlookSyncing Contacts with Plaxo With Plaxo Syncing Contacts with MS Outlook Specify the Direction of Sync Specify the Contacts to Sync Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings Exchanging Contacts Using vCards 100 101 102 Personalizing the Business Card OrganizerShowing/Hiding Contacts Grid Columns From the Tools menu, choose Show/Hide Columns Grid Columns Using the Document Organizer 103 104 Exploring the Document Organizer Window What can I do with my document images? 105Rotating a Document Image Viewing a Document in Full Screen Mode 106Zooming a Document Image Importing an Image as a New Document 107 From the Toolbar, choose Import Image as New DocumentImporting Additional Images into a Document Row From the Toolbar, choose Import Image to Current Document 108 109 Deleting a Document ImageClick 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? 111 Selecting Document RowsViewing 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 118 Can I personalize document columns and fields? 119 120 121 122 123 How do I import and export documents?Sharing Documents with other NeatWorks Users From the Toolbar, choose Export Document Folder File .ntf 124 Exporting Documents to other Format Types 125 Using the Tax OrganizerImporting Documents 126 Exploring the Tax Organizer Window 127 How do I assign receipts to Tax Categories? 128 Showing and Hiding Tax Categories 129 130 Adding CommentsViewing 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 133 Viewing Corresponding ReceiptsClick the View Receipts from report button Viewing Corresponding Documents 134 ViewTDocuments from reportT button againPrintingTa Selected ReportT ExportingTor Printing Multiple ReportsT DatabaseTBackup OptionsT BackupsTT.TTT135 BackingTUp and Restoring the DatabaseT SchedulingTAutomatic Database BackupsT 136BackingTUp the Database ManuallyT Toolbar.TTT RestoringTthe DatabaseT 137From the Toolber, choose T Export Receipt Folder File.T Check Backup File Version.TTT ScannerTMaintenanceT138 CalibrationTT 139 CleaningTTCalibratingTthe Neat ADF ScannerT 140 CleaningTthe Neat ADF Scanner TCalibrateT.T 141 CalibratingTYour ScannerT 142To calibrate in NeatWorks, do the followingT 143 Click CalibrateT.T To clean with the alcohol cleaning paperT How do I clean the scanner?144 ITlove the alcohol cleaning paper--where can I get more?T 145AdditionalTResourcesT ScanningTand Imaging TroubleshooterT ExampleTT SolutionTRecalibrateT SolutionsTT146 DescriptionTT WhereTcan I find support and get updates?T SolutionT147