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Univex NeatReceipts, NeatScan, NeatDesk manual Saving a Report, To save a report, do the following

Models: NeatDesk NeatReceipts NeatScan

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Saving a Report

To save a report, do the following:

1.Select a file type from the Save/Export Report As dropdown list.

2.Click Go.

3.Navigate to the folder you want to save the file in.

4.Type a name in the File name field.

5.Click Save.

Page 70

Image 70

Univex NeatReceipts Saving a Report, To save a report, do the following, Type a name in the File name field 5. Click Save

Contents

What are folders and why do I need them? Welcome to NeatWorksWhere can I get support and updates? Getting Started What do I need to know?Using the Quick Scan Center Using the Inbox Page Page 1. To create a new folder, click New, as shown below Creating a New Folder2. The following screen displays Choosing an Existing Folder File Selected Using NeatWorks FoldersWhat is a folder? Working with FoldersWhat can I do with folders? Creating a New Folder Selecting Grid RowsViewing Multiple Folders Simultaneously Creating a New Folder Selecting Grid RowsEditing Cells in a Folder Adding Comments to a FolderClearing Folder Rows Deleting a FolderWorking with deleted folders Creating a New Expense Report Creating Expense ReportsSplitting a Receipt Across Multiple Folders Moving a Split Receipt to Another Folder What are Scan To PDF and Export To PDF?For more information, see the following Using Export To PDFUsing Export To PDF Using Scan To PDFTo scan using Scan To PDF, do the following Using Scan To PDF2. On the toolbar, click Click Export PDF Report 2. Click Export PDF Searchable on the toolbarUsing Expense Report PDF for Receipts and Documents 3. The Export Choices dialog box will open, as shown below 2. Click Export PDF PDF Report 9. Under Image Scaling, choose either Scale To Fit or Crop To FitTo use Export to PDF Report for contacts, do the following How do I use Export To PDF and Scan To PDF? Using Scan To PDF How do I import and export folders?Importing Folders Importing Folders Emailing a Folder Exporting to a NeatWorks FileTo email a folder Emailing a Folder4. Click Continue Exporting to a NeatWorks File 6. Click Continue2. From the Toolbar, choose Export Receipt or Document Folder File To create an Excel map, do the following Save Exporting to ExcelCreating an Excel Map Creating an Excel Map Updating an Excel Map NameTo create a new template file in MS Office To specify an existing template fileTo create a new template file in MS Office 1. Launch MS ExcelPage All Mappings button Updating an Excel Map Name You can update an Excel map name whenever you like. To do so1. Click the Excel Map dropdown box Exporting to an Excel Map Exporting to CSV Comma Separated Values Exporting to RTF Word, PDF, or HTML9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Exporting QIF Files to Quicken 2005 and Later Exporting QIF Files to Quicken 2004 and EarlierSelected Receipts radio button 4. Click Continue Setting Up a Cash Account in QuickenExporting a QIF File from NeatWorks Setting Up a Cash Account in Quicken2. Choose This account is not held in a financial institution Selected Receipts radio buttonExporting OFX Files to MS Money 7. Choose File Import QIFTips for Working with QIF Files 2. From the Toolbar, choose Export OFX MS MoneyExporting to QuickBooks If you chose QuickBooks Direct 1. The Export Setup screen displays If you chose QuickBooks iifRunning Folder Reports 4. Click ContinueRunning a Report Using the Report Window ToolbarUsing the Report Window Toolbar Running a Report Saving a Report Page Showing and Hiding Grid Columns Saving a ReportCan I personalize columns and fields? 1. From the Tools menu, choose Show/Hide Columns Folder ColumnsResizing Column Widths Information TabsMoving Columns Understanding and Modifying the User ProfileUnderstanding and Modifying the User Profile Modifying a Column or Field Name1. From the Toolbar, choose Personalize Column/Field Names Modifying the User ProfileWorking With Receipts Why should I run a receipt report? Can I edit vendor names and lists? How do I scan a receipt?How can I work with receipt rows? Where is my information? Using the Scanning and Imaging TroubleshooterTo Open a Folder Create or Select a FolderTo Create a New Folder Verify Data and Add a Vendor NameUsing the Image Adjuster Step A Rotate Your Image Step B Manually Crop the ImageStep D Save Changes to the Receipt Image Best Practice for Using the Image AdjusterStep C Lighten or Darken the Image Working with Receipt ImagesZooming In or Out of a Receipt Image Rotating the Receipt Image1. Click Review and File To zoom in or out on a receipt image in the InboxImporting an Image as a New Receipt Viewing a Receipt in Full Screen ModeChanging the Order of Multiple Scanned Images 2. From the Toolbar, choose Import Import as New ReceiptPrinting a Receipt Image 2. From the Toolbar, choose Import Image to Current ReceiptCombining Receipts Deleting a Receipt Image4. Click Continue Saving a Receipt as a Graphic FileEmailing Receipts 2. Click Delete on the upper right side of the gridSelect a receipt row Edit receipt row cells Add comments to receipts How can I work with receipt rows?Selecting Receipt Rows Adding a new receipt row Move a receipt row to another folderEditing Receipt Row Cells Adding Comments to ReceiptsMoving a Receipt Row to Another Folder Adding a New Receipt RowMoving a Receipt Row to the Document Organizer Deleting a Receipt Row Working with deleted receiptsHow do I find my information? How do I use the Search feature?Viewing Receipts Together from Multiple Folders Finding Missing Key Data in Folders and ReceiptsSearching for a Keyword To search for text To learn how to use search, see the following topicsSearching for a Keyword Searching with the Wildcard Document Organizer fields recognized by Search Category Client Receipt Organizer fields recognized by Search Category ClientPayment Type Project Tax Category TranID User Vendor Document Title Document Type Folder Type Project Tax Category TopicReceipts Searching with the WildcardTo conduct a wildcard search Conducting an Advanced SearchBusiness Cards DocumentsSelected Receipts button Can I print, sort, and split receipts?Printing and Clearing a Receipt Row Column OptionsFormatting Options Multiple Sort Order Sorting Receipt RowsSort Receipts Splitting a Receipt into Multiple Transactions Page Importing Receipts How do I import and export receipts?Exporting Receipts 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit How do I run a receipt report? Using the Report Window ToolbarUse the report window toolbar Run a report Save a report 1. On the toolbar, select Reports Receipt Reports Running a Report1. Select a file type from the Save/Export Report As dropdown list Saving a ReportTo save a report, do the following 2. Click Go 3. Navigate to the folder you want to save the file inAdd an item to a list Edit an item in a list Delete an item in a list Can I edit vendor names and other lists?Overview of Vendor Names and lists Adding an Item to a List Editing an Item in a List Deleting an Item in a ListCan I personalize columns and fields? Showing and Hiding Columns1. From the Tools menu, choose Show/Hide Columns Receipt Columns Moving ColumnsModifying a Column or Field Name 1. From the Toolbar, select Personalize Column/Field Namespictured at the bottom of this page Page Page 1. From the Toolbar, choose Personalize Rules Understanding and Modifying User RulesModifying User Rules Understanding the Attached Column Icons Tax Categories versus Regular Categories Assigning Tax CategoriesUsing the Quick Tips Box To assign a tax category for a receipt or document, do the followingHow do I scan a business card? How can I work with my contacts? Using the Business Card OrganizerExploring the Business Card Organizer Window What can I do with my business card images?How can I work with contacts? Exploring the Business Card Organizer WindowHow do I scan a business card? Selecting a Contact Row Editing Contact InformationTo edit contact information in the Contacts Grid Selecting a Contact RowEditing Contact Information To edit contact information in the Contacts Information AreaDeleting a Contact Adding a Contact without Scanning a Business Card2. Click the Delete link on the upper right side of the grid Sorting the Contacts Grid Tools Empty Deleted Items Contacts. Click Yes to confirmWorking with Deleted Contacts Printing a Contact Sort ContactsMultiple Sort Order Add a Note for a Contact Mark a Contact as a Quick Contact Adding an Action Item for a ContactAdding a Note for a Contact Email a Contact Mark an Action Item as CompleteContinue Marking a Contact as a Quick ContactEmailing a Contact Marking an Action Item as CompleteZooming a Business Card Image Saving Contact InformationRotating a Business Card Image Viewing a Business Card Image in Full ScreenSaving a Business Card Image as a Graphic File Deleting a Business Card ImageHow do I find my contacts? Using Find Contacts Searching for a Keyword To search for textPayment Type Project Tax Category TranID User Vendor 4. With your cursor still in the Search box, you can press EnterReceipt Organizer fields recognized by Search Category Client Document Organizer fields recognized by Search Category ClientSearching with the Wildcard How do I import and export contacts?Syncing Contacts with MS Outlook Exchanging Contacts Using vCards To conduct a wildcard search2. From the Toolbar, choose Import Contact File Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file To export contacts to a NeatWorks fileContacts to Sync headings OutlookSyncing Contacts with Plaxo with Plaxo Syncing Contacts with MS Outlook2. Specify the Direction of Sync 3. Specify the Contacts to Sync3. Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings To export a contact as a vCard Exchanging Contacts Using vCardsExporting Contacts to PDF or RTF MS Word To import a contact as a vCardExporting to CSV Comma Separated Values 1. From the Tools menu, choose Show/Hide Columns Grid Columns Personalizing the Business Card OrganizerShowing/Hiding Contacts Grid Columns Moving ColumnsUnderstanding the Attached Column Icons Using the Document OrganizerResizing Column Widths From the Tools menu, choose Auto-Size Column WidthsWhere can I find my saved documents? How do I print documents? Exploring the Document Organizer WindowWhat can I do with document images? How do I set up document folders? Exploring the Document Organizer Window How do I scan a document?Rotating a Document Image Zooming a Document Image What can I do with my document images?Rotating a Document Image Viewing a Document in Full Screen Rescanning a DocumentImporting an Image as a New Document Zooming a Document ImageViewing a Document in Full Screen Mode Changing the Order of Multiple Scanned Images2. From the Toolbar, choose Import Image to Current Document 2. From the Toolbar, choose Import Image as New DocumentImporting Additional Images into a Document Row Combining DocumentsCopying and Pasting a Document Separating a Multi-Page Document2. Go to Edit Separate Multi-Page Document Printing a Document ImageSaving a Document as a Graphic File Deleting a Document Image3. Click Delete Current Image Emailing a DocumentHow do I set up document folders? How can I work with document rows?Editing Document Row Cells Selecting Document RowsViewing Documents Together from Multiple Folders Selecting Document RowsAdding Comments to Document Rows Adding a New Document RowMoving a Document Row to Another Folder Moving a Document Row to the Receipt OrganizerSorting Document Rows Deleting a Document RowWorking with Deleted Documents Multiple Sort Order Clearing Documents Rows Where can I find my saved documents?Find Missing Key Data in Folders and Documents Tools Find Documents Missing Key Data How do I print documents? Finding Missing Key Data in Folders and DocumentsSelected Documents button Column Options Can I personalize document columns and fields?1. From the Tools menu, choose Show/Hide Columns Document Columns Image OptionsMoving Columns From the Tools menu, choose Auto-Size Column Widths Document Columns1. From the Tools menu, choose Personalize Column/Field Names Resizing Column WidthsPage Page Assigning Tax Categories Using the Quick Tips BoxUnderstanding the Attached Column Icons Tax Categories versus Regular Categories2. From the Toolbar, choose Export Document Folder File .ntf How do I import and export documents?Sharing Documents with other NeatWorks Users Sharing Documents with other NeatWorks UsersExporting Documents to other Format Types 8. Under Image Options, choose either Scale To Fit or Crop To Fit Using the Tax OrganizerImporting Documents How do I assign receipts to Tax Categories? Exploring the Tax Organizer WindowExploring the Tax Organizer Window How can I generate reports in the Tax Organizer?Selecting a Tax Category for a Receipt How do I assign receipts to Tax Categories?Assigning Tax Categories Showing and Hiding Tax Categories Adding CommentsShowing and Hiding Tax Categories 4. Click the Hide button 2. Click on the Show/Hide Tax Items buttonTo hide a tax category Viewing Quick Tips and Additional IRS Information Adding CommentsHow do I generate tax reports? Zooming a Report Navigating in a Report What can I do with tax reports?Zooming a Report Viewing Corresponding Receipts Viewing Corresponding DocumentsNavigating in a Report EnterViewing Corresponding Documents Viewing Corresponding Receipts1. Click the View Receipts from report button 1. Click the View Documents from report buttonExportingTor Printing Multiple ReportsT the ViewTDocuments from reportT button againPrintingTa Selected ReportT EmailingTa Tax ReportTAutomaticallyTTTTbackup the database using the following options DatabaseTBackup OptionsTBackupsTT.TTT BackingTUp and Restoring the DatabaseTBackingTUp the Database ManuallyT SchedulingTAutomatic Database BackupsTToolbar.TTT RestoringTthe DatabaseT 3. From the Toolber, choose T Export Receipt Folder File.TScannerTMaintenanceT Check Backup File Version.TTTCalibrationTT CleaningHUyour Neat Mobile ScannerUH CleaningTTCalibratingTthe Neat ADF ScannerT CleaningHUyour Neat ADF ScannerUHCleaningTthe Neat ADF Scanner T CalibrateT.T4. Clean the feed roller & paper pad 3. Open the scanner by pushing the lever down on the front right sideCalibratingTYour ScannerT To calibrate in NeatWorks, do the followingTclick CalibrateT.T YouTwill find two types of cleaning paper in the Welcome KitT How do I clean the scanner?To clean with the alcohol cleaning paperT ScanningTand Imaging TroubleshooterT ITlove the alcohol cleaning paper--where can I get more?TAdditionalTResourcesT ProblemTPoor CroppingTSolutionsTT ExampleTT SolutionTRecalibrateTSolutionTRecalibrateT DescriptionTTWhereTcan I find support and get updates?T System - Advanced - Performance Settings - Data ExecutionSolutionT Prevention.TT T