Univex NeatScan, NeatReceipts Adding a New Receipt Row, Moving a Receipt Row to Another Folder

For example, if you've clicked in a cell in the Amount column, the heading reads Additional Field Info: Receipt - Amount.

2.Enter comments and other info as needed, keeping in mind the following:

•To add information to a field, click in the field and begin typing.

•Cells containing comments display a small red triangle in the upper right corner of the cell (as shown below).

Adding a New Receipt Row

Each time a receipt is filed, a new row is added to the Receipts Grid. Rows can also be added manually (without filing from the Inbox).

To add a new receipt row:

1.Create or select a folder.

2.From the toolbar, choose New > Receipt.

3.Add expense information in the appropriate columns of the new receipt row.

Moving a Receipt Row to Another Folder

If you ever need to recategorize a receipt because you feel it belongs in a different folder, you can move the receipt row to that folder. To do so:

1.Select the receipt row(s) you want to move.

2.Choose the Move link on the upper right side of the receipt grid.

3.The Move Receipt(s) screen displays.

4.Select the folder you want to move the receipt row to by clicking on it. (You can sort the folders by Folder Name, Folder Type, and Folder Label.)

5.Click Select.

Moving a Receipt Row to the Document Organizer

If you ever want to move a receipt that you've already scanned from the Receipt Organizer into the Document Organizer, you can do the following:

1.Choose the Move link on the upper right side of the receipt grid.

2.The Move Receipt(s) screen displays.

3.Select Document Folders from the Show menu. (You can sort the folders by Folder Name, Folder Type, and Folder Label.)

4.Click Select.

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