Welcome to NeatWorks
Getting Started What do I need to know?
Using the Quick Scan Center
Using the Inbox
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Creating a New Folder
Choosing an Existing Folder
Working with Folders
File Selected Using NeatWorks Folders
What is a folder?
What can I do with folders?
Selecting Grid Rows
Viewing Multiple Folders Simultaneously
Editing Cells in a Folder
Adding Comments to a Folder
Deleting a Folder
Clearing Folder Rows
Splitting a Receipt Across Multiple Folders
Creating Expense Reports
Creating a New Expense Report
Moving a Split Receipt to Another Folder
For more information, see the following
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How do I import and export folders?
Importing Folders
Click Continue
Emailing a Folder
To email a folder
Exporting to a NeatWorks File
Save Exporting to Excel
Creating an Excel Map
To specify an existing template file
To create a new template file in MS Office
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All Mappings button
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Exporting to an Excel Map
Exporting to CSV Comma Separated Values
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Exporting QIF Files to Quicken 2005 and Later
Exporting QIF Files to Quicken 2004 and Earlier
Selected Receipts radio button Click Continue
Exporting a QIF File from NeatWorks
Setting Up a Cash Account in Quicken
Choose This account is not held in a financial institution
Selected Receipts radio button
Exporting OFX Files to MS Money
Choose File Import QIF
Tips for Working with QIF Files
From the Toolbar, choose Export OFX MS Money
Exporting to QuickBooks
If you chose QuickBooks Direct
If you chose QuickBooks iif
Running Folder Reports
Using the Report Window Toolbar
Running a Report
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Showing and Hiding Grid Columns
Saving a Report
Can I personalize columns and fields?
Resizing Column Widths
Information Tabs
Moving Columns
Understanding and Modifying the User Profile
Modifying a Column or Field Name
From the Toolbar, choose Personalize Column/Field Names
Working With Receipts
How do I scan a receipt?
To Open a Folder
Create or Select a Folder
To Create a New Folder
Verify Data and Add a Vendor Name
Using the Image Adjuster
Step a Rotate Your Image
Step B Manually Crop the Image
Step D Save Changes to the Receipt Image
Best Practice for Using the Image Adjuster
Step C Lighten or Darken the Image
Working with Receipt Images
Zooming In or Out of a Receipt Image
Rotating the Receipt Image
Click Review and File
Importing an Image as a New Receipt
Viewing a Receipt in Full Screen Mode
Changing the Order of Multiple Scanned Images
From the Toolbar, choose Import Import as New Receipt
Printing a Receipt Image
From the Toolbar, choose Import Image to Current Receipt
Combining Receipts
Deleting a Receipt Image
Saving a Receipt as a Graphic File
Emailing Receipts
How can I work with receipt rows?
Selecting Receipt Rows
Editing Receipt Row Cells
Adding Comments to Receipts
Moving a Receipt Row to the Document Organizer
Adding a New Receipt Row
Moving 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
To learn how to use search, see the following topics
Searching for a Keyword To search for text
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Receipts
Searching with the Wildcard
To conduct a wildcard search
Business Cards
Documents
Selected Receipts button
Can I print, sort, and split receipts?
Printing and Clearing a Receipt Row
Column Options
Formatting Options
Sort Receipts
Sorting Receipt Rows
Multiple Sort Order
Splitting a Receipt into Multiple Transactions
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How do I import and export receipts?
Importing Receipts
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How do I run a receipt report?
On the toolbar, select Reports Receipt Reports
Saving a Report
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 List
Showing and Hiding Columns
From the Toolbar, select Personalize Column/Field Names
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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 Window
How do I scan a business card?
To edit contact information in the Contacts Grid
Selecting a Contact Row
Editing Contact Information
Adding a Contact without Scanning a Business Card
Deleting a Contact
Working with Deleted Contacts
Sort Contacts
Printing a Contact
Adding an Action Item for a Contact
Adding a Note for a Contact
Continue
Marking a Contact as a Quick Contact
Emailing a Contact
Marking an Action Item as Complete
Zooming a Business Card Image
Saving Contact Information
Rotating a Business Card Image
Viewing a Business Card Image in Full Screen
How do I find my contacts?
Deleting a Business Card Image
Saving a Business Card Image as a Graphic File
Using Find Contacts
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How do I import and export contacts?
From the Toolbar, choose Export Contact File
Exchanging Contacts with other NeatWorks Users
To import contacts from a NeatWorks file
Choosing to Sync With Plaxo or MS Outlook
Syncing Contacts with Plaxo
Outlook
Contacts to Sync headings
With Plaxo
Syncing Contacts with MS Outlook
Specify the Direction of Sync
Specify the Contacts to Sync
Choose Select From Frequently Used Fields Categories
NeatWorks to Outlook Field Mappings
Exchanging Contacts Using vCards
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Showing/Hiding Contacts Grid Columns
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Personalizing the Business Card Organizer
From the Tools menu, choose Show/Hide Columns Grid Columns
Using the Document Organizer
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Exploring the Document Organizer Window
Rotating a Document Image
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What can I do with my document images?
Zooming a Document Image
Viewing a Document in Full Screen Mode
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Importing an Image as a New Document
Importing Additional Images into a Document Row
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From the Toolbar, choose Import Image as New Document
From the Toolbar, choose Import Image to Current Document
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Click Delete Current Image
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Deleting a Document Image
Saving a Document as a Graphic File
How can I work with document rows?
How do I set up document folders?
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Viewing Documents Together from Multiple Folders
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Selecting Document Rows
Editing Document Row Cells
Adding a New Document Row
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Adding Comments to Document Rows
Moving a Document Row to the Receipt Organizer
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Moving a Document Row to Another Folder
Sorting Document Rows
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Deleting a Document Row
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Clearing Documents Rows
Where can I find my saved documents?
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Selected Documents button
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Finding Missing Key Data in Folders and Documents
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Can I personalize document columns and fields?
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Sharing Documents with other NeatWorks Users
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How do I import and export documents?
From the Toolbar, choose Export Document Folder File .ntf
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Exporting Documents to other Format Types
Importing Documents
Using the Tax Organizer
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Exploring the Tax Organizer Window
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How do I assign receipts to Tax Categories?
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Showing and Hiding Tax Categories
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Viewing Quick Tips and Additional IRS Information
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Adding Comments
How do I generate tax reports?
Zooming a Report
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What can I do with tax reports?
Enter
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Navigating in a Report
Click the View Receipts from report button
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Viewing Corresponding Receipts
Viewing Corresponding Documents
PrintingTa Selected ReportT
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ViewTDocuments from reportT button again
ExportingTor Printing Multiple ReportsT
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DatabaseTBackup OptionsT
BackupsTT.TTT
BackingTUp and Restoring the DatabaseT
BackingTUp the Database ManuallyT
SchedulingTAutomatic Database BackupsT
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Toolbar.TTT
From the Toolber, choose T Export Receipt Folder File.T
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RestoringTthe DatabaseT
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Check Backup File Version.TTT
ScannerTMaintenanceT
CalibrationTT
CalibratingTthe Neat ADF ScannerT
CleaningTT
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CalibrateT.T
CleaningTthe Neat ADF Scanner T
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To calibrate in NeatWorks, do the followingT
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CalibratingTYour ScannerT
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Click CalibrateT.T
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How do I clean the scanner?
To clean with the alcohol cleaning paperT
AdditionalTResourcesT
ITlove the alcohol cleaning paper--where can I get more?T
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ScanningTand Imaging TroubleshooterT
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ExampleTT SolutionTRecalibrateT
SolutionsTT
DescriptionTT
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SolutionT
WhereTcan I find support and get updates?T