Univex NeatDesk Viewing Receipts Together from Multiple Folders, How do I find my information?

Viewing Receipts Together from Multiple Folders

If you need to simultaneously view receipts in multiple folders, you can do so by "pinning" those folders. This is useful when you want to quickly total receipts from different folders.

To view receipts together from multiple folders:

•Click the pin icon (pictured below) in the Pin column to "pin" multiple folders, or

•Choose Edit > Pin All Folders to quickly pin all folders.

How do I find my information?

If you ever have trouble finding your information, you can use the Find and Search options available in NeatWorks.

•Find Missing Key Data in Folders and Receipts

•Use the Search feature

Finding Missing Key Data in Folders and Receipts

•To find folders that are missing Period End values, choose Tools > Find Folders Missing Key Data.

•To find receipts that are missing Vendor Name, Receipt Date, Amount, Payment Type, or Category values, choose Tools > Find Receipts Missing Key Data.

How do I use the Search feature?

NeatWorks allows you to search any text in your receipts, contacts, and documents. The Search feature not only retrieves information that you've entered manually, but also retrieves text from scanned items, which means it can read OCR text, or the text in your scanned images. The image below shows the Search area as it appears in the Receipts Organizer, but it appears in the same location in the Business Cards and Documents Organizers as well. The Search feature is not present in the Tax Organizer.

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