Univex NeatScan How do I import and export receipts?, Importing Receipts, Exporting Receipts

How do I import and export receipts?

Importing Receipts

It's easy to import receipt folder(s) that have been emailed to you from other NeatWorks users.

1.First, download the .nrx (or .zip) file, taking note of where you are storing it.

2.Next, do one of the following:

•Navigate to the folder containing the .nrx file and double-click on the file's icon. NeatWorks will start automatically (if it's not already running) and import the file

•If NeatWorks is already running, choose Import From > Receipt Folder File from the toolbar, navigate to the folder containing the .nrx file and select it.

The new folder row(s) appears in the upper grid (.nrx file can contain one or more folders of receipts). The receipts contained in those folders will be visible in the lower grid.

Exporting Receipts

NeatWorks allows receipts to be exported in a variety of formats: PDF, Excel, Word, HTML, QuickBooks, Quicken, MS Money, OFX, and CSV (comma separated values).

Note: The following steps describe how to export receipts in PDF, Excel, Word, and HTML format. To learn how to export QuickBooks, Quicken, MS Money, OFX, and CSV formats, see the topics in How do I import and export folders?

1.Select the receipts(s) or folder(s) you want to export.

2.From the Toolbar, choose Export.

3.From the Export submenu, choose an export format. The Export Choices dialog box opens (pictured at the bottom of this page).

4.Under the Select Range heading, click the Selected Receipts button to export only those rows selected in the Receipts Grid or leave Selected Folder (All Receipts) selected to export the entire folder.

5.Under the Select Range heading, choose whether you want Columns and Images, Columns Only, or Images Only to be exported. (The default is Columns and Images.)

6.If you've selected Columns and Images or Columns in step 5, make additional column selections under the Column Options heading and skip to step 8.

7.If you've selected Columns and Images or Columns in step 5, make additional image selections under the Image Options heading. Note: See Printing a Receipt Row (previously in this section), for details on Column, Image, and Formatting Options.

8.Under the Select Formatting heading, choose whether to include a cover page (with user profile, folder, and receipt summary information), folder and receipt comments, paper size, page numbers, and/or image captions (that

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