Working With Receipts | Univex NeatScan, NeatReceipts, NeatDesk

Working With Receipts

The goal of this section is to help you learn how to work with receipts. We'll cover how to edit, sort, clear, delete, split, email, export, import and personalize receipt information. The Receipts organizer is shown below:

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Univex NeatScan, NeatReceipts, NeatDesk manual Working With Receipts

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 File Selected Using NeatWorks Folders What is a folder?Working 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 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 How do I import and export folders? Importing Folders Emailing a Folder To email 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 Exporting QIF Files to Quicken 2004 and Earlier Selected Receipts radio button Click ContinueExporting QIF Files to Quicken 2005 and Later Exporting a QIF File from NeatWorks Setting Up a Cash Account in QuickenChoose This account is not held in a financial institution Selected Receipts radio button Exporting OFX Files to MS Money Choose File Import QIFTips for Working with QIF Files 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 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 Open a Folder Create or Select a FolderTo Create a New Folder Verify Data and Add a Vendor Name Using the Image Adjuster Step a Rotate Your Image Step B Manually Crop the Image Step D Save Changes to the Receipt Image Best Practice for Using the Image AdjusterStep C Lighten or Darken the Image Working with Receipt Images Rotating the Receipt Image Click Review and FileZooming In or Out of a Receipt Image Importing an Image as a New Receipt Viewing a Receipt in Full Screen ModeChanging the Order of Multiple Scanned Images From the Toolbar, choose Import Import as New Receipt Printing a Receipt Image From the Toolbar, choose Import Image to Current ReceiptCombining Receipts 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 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 To learn how to use search, see the following topics Searching for a Keyword To search for textPage Searching with the Wildcard To conduct a wildcard searchReceipts Business Cards Documents Selected Receipts button Can I print, sort, and split receipts?Printing and Clearing a Receipt Row Column Options Formatting Options Sorting Receipt Rows Multiple Sort OrderSort 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 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 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 Continue Marking a Contact as a Quick ContactEmailing a Contact Marking an Action Item as Complete Zooming a Business Card Image Saving Contact InformationRotating 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? From the Toolbar, choose Export Contact File Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file Choosing to Sync With Plaxo or MS Outlook Outlook Contacts to Sync headingsSyncing 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 Showing/Hiding Contacts Grid Columns 102Personalizing the Business Card Organizer From the Tools menu, choose Show/Hide Columns Grid Columns Using the Document Organizer 103 104 Exploring the Document Organizer Window 105 What can I do with my document images?Rotating a Document Image Zooming a Document Image Viewing a Document in Full Screen Mode106 Importing an Image as a New Document Importing Additional Images into a Document Row 107From the Toolbar, choose Import Image as New Document From the Toolbar, choose Import Image to Current Document 108 Click Delete Current Image 109Deleting a Document Image Saving a Document as a Graphic File How do I set up document folders? 110How can I work with document rows? Viewing Documents Together from Multiple Folders 111Selecting Document Rows 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 118 Can I personalize document columns and fields? 119 120 121 122 Sharing Documents with other NeatWorks Users 123How do I import and export documents? From the Toolbar, choose Export Document Folder File .ntf 124 Exporting Documents to other Format Types Using the Tax Organizer 125Importing Documents 126 Exploring the Tax Organizer Window 127 How do I assign receipts to Tax Categories? 128 Showing and Hiding Tax Categories 129 Viewing Quick Tips and Additional IRS Information 130Adding Comments How do I generate tax reports? 131 What can I do with tax reports?Zooming a Report 132 Navigating in a ReportEnter Click the View Receipts from report button 133Viewing Corresponding Receipts Viewing Corresponding Documents PrintingTa Selected ReportT 134ViewTDocuments from reportT button again ExportingTor Printing Multiple ReportsT 135 DatabaseTBackup OptionsTBackupsTT.TTT BackingTUp and Restoring the DatabaseT BackingTUp the Database ManuallyT SchedulingTAutomatic Database BackupsT136 Toolbar.TTT 137 RestoringTthe DatabaseTFrom the Toolber, choose T Export Receipt Folder File.T 138 Check Backup File Version.TTTScannerTMaintenanceT CalibrationTT CleaningTT 139CalibratingTthe Neat ADF ScannerT CleaningTthe Neat ADF Scanner T 140CalibrateT.T 141 142 CalibratingTYour ScannerTTo calibrate in NeatWorks, do the followingT 143 Click CalibrateT.T How do I clean the scanner? To clean with the alcohol cleaning paperT144 AdditionalTResourcesT ITlove the alcohol cleaning paper--where can I get more?T145 ScanningTand Imaging TroubleshooterT 146 ExampleTT SolutionTRecalibrateTSolutionsTT DescriptionTT SolutionT WhereTcan I find support and get updates?T147