Univex NeatDesk, NeatScan, NeatReceipts Editing Receipt Row Cells, Adding Comments to Receipts

•To select multiple adjacent rows, click in the first row you want to select, then hold down the Shift key and click in the last row you want to select.

•To select multiple non-adjacent rows, click in the first row you want to select, then hold down the Ctrl key and click in each row you want to select.

Editing Receipt Row Cells

Anytime you need to modify information in a receipt row, you can do so by editing your receipt row cells as follows:

1.In the Receipts Grid, click the cell you want to modify.

2.Edit the receipt's expense information as needed, keeping in mind the following:

•To add a vendor name, simply click a receipt's Vendor cell and type the name. The vendor name will automatically be added to the vendor name database and recognized the next time you scan a receipt with that name.

•Information in the Receipt Row Number, Date Created, Last Modified, Attached and Split ID columns is generated automatically and cannot be edited.

•To modify the contents of a cell using a dropdown menu, click on the down arrow on the right side of the selected cell and choose an entry from the list, a date from the calendar, or use the calculator that displays.

•To modify the contents of a cell manually, click in the cell and start typing. The first time you type a new entry into a cell, it will automatically be added to the dropdown list for that column, so you will never have to type it again!

NeatWorks saves every receipt you scan as well as any text added automatically during the scan or entered manually by you.

Adding Comments to Receipts

Adding comments to your receipts is important, because the more information you can provide about each expense, the more information NeatWorks will be able to retrieve later on, when you need to search for a specific expense in one of your folders. Any details you record about a specific receipt are then stored in the folder with the receipt information.

To add comments to receipts:

1.In the Receipts Grid, click in the cell where you want to add information. In the Additional Field info area, the name of the selected cell appears in the heading.

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