Univex NeatReceipts, NeatScan, NeatDesk How can I work with receipt rows?, Selecting Receipt Rows

Models: NeatDesk NeatReceipts NeatScan

1 147
Download 147 pages 4.95 Kb
Page 52
Image 52
How can I work with receipt rows?

5.On the Confirm File Export screen, type a file name in the Provide a File Name dialog box or confirm or edit the file name already in the field (if applicable) and choose whether to compress the file.

6.Click Continue. Your default email program will launch and a new message opens. The To field of the new message will be populated with the contacts selected in the previous step; if you did not choose any Quick contacts, then type an email address. The selected folder(s) will automatically be attached to the message.

7.Complete the email message and click Send.

For more information, see Emailing a Folder.

How can I work with receipt rows?

Each time a receipt is scanned into a folder, a new row is added to the Receipts Grid. Where possible, key data from the receipt is automatically placed into the appropriate columns within the row. You can also manually add a new row (with or without scanning a receipt), edit information in a receipt row, add comments about any cell in a receipt row, and associate multiple scanned receipts to a row.

You will find the following, related topics addressed in this section:

Select a receipt row

Edit receipt row cells

Add comments to receipts

Adding a new receipt row

Move a receipt row to another folder

Move a receipt row to the Document Organizer

Delete a receipt row

View receipts together from multiple folders

Selecting Receipt Rows

Selecting rows in NeatWorks is very similar to selecting rows in other programs that use spreadsheet-type layouts:

To select a single row, click any cell in the row. The selected row has a blue background.

52

Page 52
Image 52
Univex NeatReceipts, NeatScan, NeatDesk manual How can I work with receipt rows?, Selecting Receipt Rows