Univex NeatDesk, NeatScan, NeatReceipts manual

1.To review and modify any item in an Inbox bin, double click on that item, or click Review & File. This opens the Review screen, as illustrated below. The Review screen enables you to adjust or delete the scanned image. In addition, you can modify the scanned data (e.g., for a business card, you might change the name of the contact, company name, phone number etc.). You can also choose to file the item now or later.

Note: You can file a Receipt or Document from the review screen, or you can file the contents of an entire bin from within that bin in the Inbox.

5

Image 5

Univex NeatDesk, NeatScan, NeatReceipts 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 Working with Folders File Selected Using NeatWorks FoldersWhat is a folder? 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 Splitting a Receipt Across Multiple Folders Creating Expense ReportsCreating a New Expense Report 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? Click Continue Emailing a FolderTo email a folder 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 Exporting QIF Files to Quicken 2005 and Later Exporting QIF Files to Quicken 2004 and EarlierSelected Receipts radio button Click Continue 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 Showing and Hiding Grid Columns Saving a ReportCan I personalize columns and fields? Resizing Column Widths Information TabsMoving Columns Understanding and Modifying the User Profile Modifying a Column or Field NameFrom the Toolbar, choose Personalize Column/Field Names 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 Zooming In or Out of a Receipt Image Rotating the Receipt ImageClick Review and File 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 the Document Organizer Adding a New Receipt RowMoving a Receipt Row to Another Folder Deleting a Receipt Row Finding Missing Key Data in Folders and Receipts How do I use the Search feature?Viewing Receipts Together from Multiple Folders Searching for a Keyword To search for text To learn how to use search, see the following topicsPage Receipts Searching with the WildcardTo conduct a wildcard search Documents Business Cards Printing and Clearing a Receipt Row Can I print, sort, and split receipts?Selected Receipts button Column Options Formatting Options Sort Receipts Sorting Receipt RowsMultiple Sort Order 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 can I work with contacts? Exploring the Business Card Organizer WindowHow do I scan a business card? To edit contact information in the Contacts Grid Selecting a Contact RowEditing Contact Information 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 How do I find my contacts? Deleting a Business Card ImageSaving a Business Card Image as a Graphic File 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 Syncing Contacts with Plaxo OutlookContacts to Sync headings 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 Rotating a Document Image 105What can I do with my document images? 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 How can I work with document rows? How do I set up document folders?110 Selecting Document Rows 111Viewing Documents Together from Multiple Folders Editing Document Row Cells Adding a New Document Row 112Adding Comments to Document Rows Moving a Document Row to the Receipt Organizer 113Moving a Document Row to Another Folder Sorting Document Rows 114Deleting a Document Row 115 Clearing Documents Rows Where can I find my saved documents?116 Selected Documents button 117Finding Missing Key Data in Folders and Documents 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 Importing Documents Using the Tax Organizer125 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? Zooming a Report 131What can I do with tax reports? Enter 132Navigating in a Report 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 From the Toolber, choose T Export Receipt Folder File.T 137RestoringTthe DatabaseT ScannerTMaintenanceT Check Backup File Version.TTT138 CalibrationTT CalibratingTthe Neat ADF ScannerT CleaningTT139 CalibrateT.T CleaningTthe Neat ADF Scanner T140 141 To calibrate in NeatWorks, do the followingT 142CalibratingTYour ScannerT Click CalibrateT.T 143 144 How do I clean the scanner?To clean with the alcohol cleaning paperT 145 ITlove the alcohol cleaning paper--where can I get more?TAdditionalTResourcesT ScanningTand Imaging TroubleshooterT SolutionsTT ExampleTT SolutionTRecalibrateT146 DescriptionTT 147 SolutionTWhereTcan I find support and get updates?T