Can I edit vendor names and other lists? | Univex NeatDesk instruction

Can I edit vendor names and other lists?

Yes, NeatWorks makes it easy for you to edit vendor names and other lists, and this section will help you with the following, related tasks:

•Add an item to a list

•Edit an item in a list

•Delete an item in a list

Overview of Vendor Names and lists

You can edit the values in the dropdown lists for the following columns:

•Folder Type

•Folder Label

•Vendor

•Project

•Purpose

•Location

•Client

•Category

Note: The Folder Type, Vendor, and Category lists come pre-loaded with popular choices that you can add to or edit. The Payment Type list comes pre-loaded with values that you can add to (but not edit). The other Lists are blank until you do one of the following:

•Use the Personalize > Lists dialog box (pictured below) to add an entry to a List.

•Type a unique entry in one of the above listed columns.

71

Image 71

Univex NeatDesk, NeatScan, NeatReceipts manual Can I edit vendor names and other lists?, Overview of Vendor Names and lists

Contents

Getting Started What do I need to know? Welcome to NeatWorks Using the Quick Scan Center Using the Inbox Page Page Creating a New Folder Choosing an Existing Folder Working with Folders File Selected Using NeatWorks FoldersWhat is a folder? What can I do with folders? Viewing Multiple Folders Simultaneously Selecting Grid Rows Adding Comments to a Folder Editing Cells in a Folder Clearing Folder Rows Deleting a Folder Splitting a Receipt Across Multiple Folders Creating Expense ReportsCreating a New Expense Report Moving a Split Receipt to Another Folder For more information, see the following Page Page Page Page Importing Folders How do I import and export folders? Click Continue Emailing a FolderTo email a folder Exporting to a NeatWorks File Creating an Excel Map Save Exporting to Excel To create a new template file in MS Office To specify an existing template filePage All Mappings button Page Exporting to an Excel Map Exporting to CSV Comma Separated Values Page Exporting QIF Files to Quicken 2005 and Later Exporting QIF Files to Quicken 2004 and EarlierSelected Receipts radio button Click Continue Selected Receipts radio button Setting Up a Cash Account in QuickenChoose This account is not held in a financial institution Exporting a QIF File from NeatWorks From the Toolbar, choose Export OFX MS Money Choose File Import QIFTips for Working with QIF Files Exporting OFX Files to MS Money Exporting to QuickBooks If you chose QuickBooks Direct Running Folder Reports If you chose QuickBooks iif Running a Report Using the Report Window ToolbarPage Showing and Hiding Grid Columns Saving a ReportCan I personalize columns and fields? Resizing Column Widths Information TabsMoving Columns Understanding and Modifying the User Profile Modifying a Column or Field NameFrom the Toolbar, choose Personalize Column/Field Names Working With Receipts How do I scan a receipt? Verify Data and Add a Vendor Name Create or Select a FolderTo Create a New Folder To Open a Folder Using the Image Adjuster Step B Manually Crop the Image Step a Rotate Your Image Working with Receipt Images Best Practice for Using the Image AdjusterStep C Lighten or Darken the Image Step D Save Changes to the Receipt Image Zooming In or Out of a Receipt Image Rotating the Receipt ImageClick Review and File From the Toolbar, choose Import Import as New Receipt Viewing a Receipt in Full Screen ModeChanging the Order of Multiple Scanned Images Importing an Image as a New Receipt Deleting a Receipt Image From the Toolbar, choose Import Image to Current ReceiptCombining Receipts Printing a Receipt Image Emailing Receipts Saving a Receipt as a Graphic File Selecting Receipt Rows How can I work with receipt rows? Adding Comments to Receipts Editing Receipt Row Cells Moving a Receipt Row to the Document Organizer Adding a New Receipt RowMoving a Receipt Row to Another Folder Deleting a Receipt Row Finding Missing Key Data in Folders and Receipts How do I use the Search feature?Viewing Receipts Together from Multiple Folders Searching for a Keyword To search for text To learn how to use search, see the following topicsPage Receipts Searching with the WildcardTo conduct a wildcard search Documents Business Cards Column Options Can I print, sort, and split receipts?Printing and Clearing a Receipt Row Selected Receipts button Formatting Options Sort Receipts Sorting Receipt RowsMultiple Sort Order Splitting a Receipt into Multiple Transactions Page Importing Receipts How do I import and export receipts?Page How do I run a receipt report? On the toolbar, select Reports Receipt Reports Saving a Report Overview of Vendor Names and lists Can I edit vendor names and other lists? Adding an Item to a List Deleting an Item in a List Editing an Item in a List Showing and Hiding Columns From the Toolbar, select Personalize Column/Field Names Page Page Understanding and Modifying User Rules Understanding the Attached Column Icons Assigning Tax Categories Using the Business Card Organizer How can I work with contacts? Exploring the Business Card Organizer WindowHow do I scan a business card? To edit contact information in the Contacts Grid Selecting a Contact RowEditing Contact Information Deleting a Contact Adding a Contact without Scanning a Business Card Working with Deleted Contacts Printing a Contact Sort Contacts Adding a Note for a Contact Adding an Action Item for a Contact Marking an Action Item as Complete Marking a Contact as a Quick ContactEmailing a Contact Continue Viewing a Business Card Image in Full Screen Saving Contact InformationRotating a Business Card Image Zooming a Business Card Image How do I find my contacts? Deleting a Business Card ImageSaving a Business Card Image as a Graphic File Using Find Contacts Page How do I import and export contacts? Choosing to Sync With Plaxo or MS Outlook Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file From the Toolbar, choose Export Contact File Syncing Contacts with Plaxo OutlookContacts to Sync headings Syncing Contacts with MS Outlook With Plaxo Specify the Contacts to Sync Specify the Direction of Sync Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings 100 Exchanging Contacts Using vCards 101 From the Tools menu, choose Show/Hide Columns Grid Columns 102Personalizing the Business Card Organizer Showing/Hiding Contacts Grid Columns 103 Using the Document Organizer Exploring the Document Organizer Window 104 Rotating a Document Image 105What can I do with my document images? Importing an Image as a New Document Viewing a Document in Full Screen Mode106 Zooming a Document Image From the Toolbar, choose Import Image to Current Document 107From the Toolbar, choose Import Image as New Document Importing Additional Images into a Document Row 108 Saving a Document as a Graphic File 109Deleting a Document Image Click Delete Current Image How can I work with document rows? How do I set up document folders?110 Editing Document Row Cells 111Selecting Document Rows Viewing Documents Together from Multiple Folders Adding a New Document Row 112Adding Comments to Document Rows Moving a Document Row to the Receipt Organizer 113Moving a Document Row to Another Folder Sorting Document Rows 114Deleting a Document Row 115 Clearing Documents Rows Where can I find my saved documents?116 Selected Documents button 117Finding Missing Key Data in Folders and Documents Can I personalize document columns and fields? 118 119 120 121 122 From the Toolbar, choose Export Document Folder File .ntf 123How do I import and export documents? Sharing Documents with other NeatWorks Users Exporting Documents to other Format Types 124 Importing Documents Using the Tax Organizer125 Exploring the Tax Organizer Window 126 How do I assign receipts to Tax Categories? 127 Showing and Hiding Tax Categories 128 129 How do I generate tax reports? 130Adding Comments Viewing Quick Tips and Additional IRS Information Zooming a Report 131What can I do with tax reports? Enter 132Navigating in a Report Viewing Corresponding Documents 133Viewing Corresponding Receipts Click the View Receipts from report button ExportingTor Printing Multiple ReportsT 134ViewTDocuments from reportT button again PrintingTa Selected ReportT BackingTUp and Restoring the DatabaseT DatabaseTBackup OptionsTBackupsTT.TTT 135 Toolbar.TTT SchedulingTAutomatic Database BackupsT136 BackingTUp the Database ManuallyT From the Toolber, choose T Export Receipt Folder File.T 137RestoringTthe DatabaseT CalibrationTT Check Backup File Version.TTTScannerTMaintenanceT 138 CalibratingTthe Neat ADF ScannerT CleaningTT139 CalibrateT.T CleaningTthe Neat ADF Scanner T140 141 To calibrate in NeatWorks, do the followingT 142CalibratingTYour ScannerT Click CalibrateT.T 143 144 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?T145 AdditionalTResourcesT DescriptionTT ExampleTT SolutionTRecalibrateTSolutionsTT 146 147 SolutionTWhereTcan I find support and get updates?T