Univex NeatScan, NeatReceipts, NeatDesk manual Understanding and Modifying User Rules

Understanding and Modifying User Rules

The NeatWorks program employs a few simple user rules that help to automate the scanning process and customize your own experience of the software. These rules can be personalized to suit your needs. There are four main categories of user rules:

Auto-Populate Rules: If checked, when a new row is created its cells are automatically populated with the values from the previous row. You can also select a default payment type for those instances where the payment type used was unable to be determined.

Restaurant Receipt Rules: When checked, a tip of 15% (default) is automatically taken on the subtotal of restaurant receipts and added to calculate the Amount. Optionally, you can choose to have the subtotal rounded to the nearest dollar before the tip is applied.

Rate Per Mile Rules: This rule lets you specify the rate per mile used for a Fuel- Auto comment. The default is 0.35.

System Rules: There are two options in the System Rules section: the Reset button for "Don't Show This Tip Again" messages, and the checkbox for "Show major updates."

•First, when using NeatWorks, you will often notice that certain features have pop-up tips associated with them; these tips each have a checkbox next to them that says "Don't Show This Tip Again." If you select the checkbox, the tip will no longer appear when you use the feature associated with it. However, if you later decide that you do want to start seeing these tips again, you can click the Reset button in the System Rules section. Clicking Reset will reset the tips, allowing them to appear when using certain features.

•Next, you can decide whether or not you want NeatWorks to display a notification when major updates are available. Leaving this checkbox selected enables this feature, while deselecting the checkbox disables the feature, which means NeatWorks will not display update notifications.

Modifying User Rules

Rules can and should be personalized to suit your needs. To modify them, do the following:

1. From the Toolbar, choose Personalize > Rules.

The Personalize dialog box opens with the Rules tab selected (pictured below). A checkmark next to a rule indicates that the rule is enabled; no checkmark indicates that the rule is disabled.

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