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Univex NeatDesk, NeatScan, NeatReceipts manual

Models: NeatDesk NeatReceipts NeatScan

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Univex NeatDesk, NeatScan, NeatReceipts manual

Contents

Where can I get support and updates? Welcome to NeatWorksWhat are folders and why do I need them? Getting Started What do I need to know?Using the Quick Scan Center Using the Inbox Page Page 2. The following screen displays Creating a New Folder1. To create a new folder, click New, as shown below Choosing an Existing Folder What is a folder? Using NeatWorks FoldersFile Selected Working with FoldersWhat can I do with folders? Viewing Multiple Folders Simultaneously Selecting Grid RowsCreating a New Folder Creating a New Folder Selecting Grid RowsAdding Comments to a Folder Editing Cells in a FolderWorking with deleted folders Deleting a FolderClearing Folder Rows Splitting a Receipt Across Multiple Folders Creating Expense ReportsCreating a New Expense Report What are Scan To PDF and Export To PDF? Moving a Split Receipt to Another FolderUsing Export To PDF For more information, see the followingTo scan using Scan To PDF, do the following Using Scan To PDFUsing Export To PDF Using Scan To PDFUsing Expense Report PDF for Receipts and Documents 2. Click Export PDF Searchable on the toolbar2. On the toolbar, click Click Export PDF Report 3. The Export Choices dialog box will open, as shown below To use Export to PDF Report for contacts, do the following 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit2. Click Export PDF PDF Report Importing Folders How do I import and export folders?How do I use Export To PDF and Scan To PDF? Using Scan To PDF Importing Folders Emailing a Folder Exporting to a NeatWorks File4. Click Continue Emailing a FolderTo email a folder 2. From the Toolbar, choose Export Receipt or Document Folder File 6. Click ContinueExporting to a NeatWorks File Creating an Excel Map Save Exporting to ExcelTo create an Excel map, do the following 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 1. Click the Excel Map dropdown box You can update an Excel map name whenever you like. To do soUpdating an Excel Map Name Exporting to an Excel Map Exporting to RTF Word, PDF, or HTML Exporting to CSV Comma Separated Values9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Selected Receipts radio button 4. Click Continue Exporting QIF Files to Quicken 2004 and EarlierExporting QIF Files to Quicken 2005 and Later Setting Up a Cash Account in Quicken2. Choose This account is not held in a financial institution Setting Up a Cash Account in QuickenExporting a QIF File from NeatWorks Selected Receipts radio buttonTips for Working with QIF Files 7. Choose File Import QIFExporting OFX Files to MS Money 2. From the Toolbar, choose Export OFX MS MoneyExporting to QuickBooks If you chose QuickBooks Direct Running Folder Reports If you chose QuickBooks iif1. The Export Setup screen displays 4. Click ContinueUsing the Report Window Toolbar Running a Report Saving a Report Using the Report Window ToolbarRunning a Report Page Can I personalize columns and fields? Saving a ReportShowing and Hiding Grid Columns 1. From the Tools menu, choose Show/Hide Columns Folder ColumnsMoving Columns Information TabsResizing Column Widths Understanding and Modifying the User Profile1. From the Toolbar, choose Personalize Column/Field Names Modifying a Column or Field NameUnderstanding and Modifying the User Profile Modifying the User ProfileWorking With Receipts How can I work with receipt rows? Where is my information? How do I scan a receipt?Why should I run a receipt report? Can I edit vendor names and lists? Using the Scanning and Imaging TroubleshooterTo Create a New Folder Create or Select a FolderTo Open a Folder Verify Data and Add a Vendor NameUsing the Image Adjuster Step B Manually Crop the Image Step A Rotate Your ImageStep C Lighten or Darken the Image Best Practice for Using the Image AdjusterStep D Save Changes to the Receipt Image Working with Receipt Images1. Click Review and File Rotating the Receipt ImageZooming In or Out of a Receipt Image To zoom in or out on a receipt image in the InboxChanging the Order of Multiple Scanned Images Viewing a Receipt in Full Screen ModeImporting an Image as a New Receipt 2. From the Toolbar, choose Import Import as New ReceiptCombining Receipts 2. From the Toolbar, choose Import Image to Current ReceiptPrinting a Receipt Image Deleting a Receipt ImageEmailing Receipts Saving a Receipt as a Graphic File4. Click Continue 2. Click Delete on the upper right side of the gridSelecting Receipt Rows How can I work with receipt rows?Select a receipt row Edit receipt row cells Add comments to receipts Adding a new receipt row Move a receipt row to another folderAdding Comments to Receipts Editing Receipt Row CellsMoving a Receipt Row to the Document Organizer Adding a New Receipt RowMoving a Receipt Row to Another Folder Working with deleted receipts Deleting a Receipt RowViewing Receipts Together from Multiple Folders How do I use the Search feature?How do I find my information? Finding Missing Key Data in Folders and ReceiptsSearching for a Keyword Searching with the Wildcard To learn how to use search, see the following topicsSearching for a Keyword To search for text Payment Type Project Tax Category TranID User Vendor Receipt Organizer fields recognized by Search Category ClientDocument Organizer fields recognized by Search Category Client Document Title Document Type Folder Type Project Tax Category TopicTo conduct a wildcard search Searching with the WildcardReceipts Conducting an Advanced SearchDocuments Business CardsPrinting and Clearing a Receipt Row Can I print, sort, and split receipts?Selected Receipts button Column OptionsFormatting Options Sort Receipts Sorting Receipt RowsMultiple Sort Order Splitting a Receipt into Multiple Transactions Page Exporting Receipts How do I import and export receipts?Importing Receipts 9. Under Image Scaling, choose either Scale To Fit or Crop To Fit Use the report window toolbar Run a report Save a report Using the Report Window ToolbarHow do I run a receipt report? Running a Report 1. On the toolbar, select Reports Receipt ReportsTo save a report, do the following Saving a Report1. 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 inOverview of Vendor Names and lists Can I edit vendor names and other lists?Add an item to a list Edit an item in a list Delete an item in a list Adding an Item to a List Deleting an Item in a List Editing an Item in a List1. From the Tools menu, choose Show/Hide Columns Receipt Columns Showing and Hiding ColumnsCan I personalize columns and fields? Moving Columnspictured at the bottom of this page 1. From the Toolbar, select Personalize Column/Field NamesModifying a Column or Field Name Page Page Modifying User Rules Understanding and Modifying User Rules1. From the Toolbar, choose Personalize Rules Understanding the Attached Column Icons Using the Quick Tips Box Assigning Tax CategoriesTax Categories versus Regular Categories To assign a tax category for a receipt or document, do the followingExploring the Business Card Organizer Window Using the Business Card OrganizerHow do I scan a business card? How can I work with my contacts? What can I do with my business card images?How do I scan a business card? Exploring the Business Card Organizer WindowHow can I work with contacts? Selecting a Contact Row Editing Contact InformationEditing Contact Information Selecting a Contact RowTo edit contact information in the Contacts Grid To edit contact information in the Contacts Information Area2. Click the Delete link on the upper right side of the grid Adding a Contact without Scanning a Business CardDeleting a Contact Working with Deleted Contacts Tools Empty Deleted Items Contacts. Click Yes to confirmSorting the Contacts Grid Multiple Sort Order Sort ContactsPrinting a Contact Adding a Note for a Contact Adding an Action Item for a ContactAdd a Note for a Contact Mark a Contact as a Quick Contact Email a Contact Mark an Action Item as CompleteEmailing a Contact Marking a Contact as a Quick ContactContinue Marking an Action Item as CompleteRotating a Business Card Image Saving Contact InformationZooming a Business Card Image Viewing a Business Card Image in Full ScreenHow do I find my contacts? Deleting a Business Card ImageSaving a Business Card Image as a Graphic File Searching for a Keyword To search for text Using Find ContactsReceipt Organizer fields recognized by Search Category Client 4. With your cursor still in the Search box, you can press EnterPayment Type Project Tax Category TranID User Vendor Document Organizer fields recognized by Search Category ClientSyncing Contacts with MS Outlook Exchanging Contacts Using vCards How do I import and export contacts?Searching with the Wildcard To conduct a wildcard searchTo import contacts from a NeatWorks file Exchanging Contacts with other NeatWorks Users2. From the Toolbar, choose Import Contact File To export contacts to a NeatWorks fileSyncing Contacts with Plaxo OutlookContacts to Sync headings Syncing Contacts with MS Outlook with Plaxo3. Specify the Contacts to Sync 2. Specify the Direction of Sync3. Choose Select From Frequently Used Fields Categories NeatWorks to Outlook Field Mappings Exporting Contacts to PDF or RTF MS Word Exchanging Contacts Using vCardsTo export a contact as a vCard To import a contact as a vCardExporting to CSV Comma Separated Values Showing/Hiding Contacts Grid Columns Personalizing the Business Card Organizer1. From the Tools menu, choose Show/Hide Columns Grid Columns Moving ColumnsResizing Column Widths Using the Document OrganizerUnderstanding the Attached Column Icons From the Tools menu, choose Auto-Size Column WidthsWhat can I do with document images? How do I set up document folders? Exploring the Document Organizer WindowWhere can I find my saved documents? How do I print documents? Exploring the Document Organizer Window How do I scan a document?Rotating a Document Image What can I do with my document images?Rotating a Document Image Zooming a Document Image Viewing a Document in Full Screen Rescanning a DocumentViewing a Document in Full Screen Mode Zooming a Document ImageImporting an Image as a New Document Changing the Order of Multiple Scanned ImagesImporting Additional Images into a Document Row 2. From the Toolbar, choose Import Image as New Document2. From the Toolbar, choose Import Image to Current Document Combining Documents2. Go to Edit Separate Multi-Page Document Separating a Multi-Page DocumentCopying and Pasting a Document Printing a Document Image3. Click Delete Current Image Deleting a Document ImageSaving a Document as a Graphic File Emailing a DocumentHow can I work with document rows? How do I set up document folders?Viewing Documents Together from Multiple Folders Selecting Document RowsEditing Document Row Cells Selecting Document RowsAdding a New Document Row Adding Comments to Document RowsMoving a Document Row to the Receipt Organizer Moving a Document Row to Another FolderWorking with Deleted Documents Deleting a Document RowSorting Document Rows Multiple Sort Order Find Missing Key Data in Folders and Documents Where can I find my saved documents?Clearing Documents Rows Selected Documents button Finding Missing Key Data in Folders and DocumentsTools Find Documents Missing Key Data How do I print documents? 1. From the Tools menu, choose Show/Hide Columns Document Columns Can I personalize document columns and fields?Column Options Image Options1. From the Tools menu, choose Personalize Column/Field Names From the Tools menu, choose Auto-Size Column Widths Document ColumnsMoving Columns Resizing Column WidthsPage Page Understanding the Attached Column Icons Using the Quick Tips BoxAssigning Tax Categories Tax Categories versus Regular CategoriesSharing Documents with other NeatWorks Users How do I import and export documents?2. From the Toolbar, choose Export Document Folder File .ntf Sharing Documents with other NeatWorks UsersExporting Documents to other Format Types Importing Documents Using the Tax Organizer8. Under Image Options, choose either Scale To Fit or Crop To Fit Exploring the Tax Organizer Window Exploring the Tax Organizer WindowHow do I assign receipts to Tax Categories? How can I generate reports in the Tax Organizer?Assigning Tax Categories How do I assign receipts to Tax Categories?Selecting a Tax Category for a Receipt Showing and Hiding Tax Categories Adding CommentsShowing and Hiding Tax Categories To hide a tax category 2. Click on the Show/Hide Tax Items button4. Click the Hide button How do I generate tax reports? Adding CommentsViewing Quick Tips and Additional IRS Information Zooming a Report What can I do with tax reports?Zooming a Report Navigating in a Report Viewing Corresponding Receipts Viewing Corresponding DocumentsEnter Navigating in a Report1. Click the View Receipts from report button Viewing Corresponding ReceiptsViewing Corresponding Documents 1. Click the View Documents from report buttonPrintingTa Selected ReportT the ViewTDocuments from reportT button againExportingTor Printing Multiple ReportsT EmailingTa Tax ReportTBackupsTT.TTT DatabaseTBackup OptionsTAutomaticallyTTTTbackup the database using the following options BackingTUp and Restoring the DatabaseTToolbar.TTT SchedulingTAutomatic Database BackupsTBackingTUp the Database ManuallyT 3. From the Toolber, choose T Export Receipt Folder File.T RestoringTthe DatabaseTCalibrationTT Check Backup File Version.TTTScannerTMaintenanceT CalibratingTthe Neat ADF ScannerT CleaningTTCleaningHUyour Neat Mobile ScannerUH CleaningHUyour Neat ADF ScannerUHCalibrateT.T CleaningTthe Neat ADF Scanner T3. Open the scanner by pushing the lever down on the front right side 4. Clean the feed roller & paper padTo calibrate in NeatWorks, do the followingT CalibratingTYour ScannerTclick CalibrateT.T To clean with the alcohol cleaning paperT How do I clean the scanner?YouTwill find two types of cleaning paper in the Welcome KitT AdditionalTResourcesT ITlove the alcohol cleaning paper--where can I get more?TScanningTand Imaging TroubleshooterT ProblemTPoor CroppingTSolutionTRecalibrateT ExampleTT SolutionTRecalibrateTSolutionsTT DescriptionTTSolutionT System - Advanced - Performance Settings - Data ExecutionWhereTcan I find support and get updates?T Prevention.TT T