Univex NeatScan, NeatReceipts, NeatDesk manual What can I do with folders?

an electronic version of a physical filing receptacle for receipts, like a drawer in a filing cabinet, for example. You can use folders to organize receipts into any type of group you like. For example, you can create a folder to track business expenses or a home improvement project. Three Folder Types have been included to help you get started:

•Business Expenses (e.g., office supplies)

•Expense Report (e.g., sales trips)

•Personal Expenses (e.g., groceries)

Categorizing Folders

NeatWorks lets you assign categories and subcategories using the Folder Type, Folder Label, and Folder Detail columns.

•The Folder Type category provides a general classification for a folder. (Think of this as a drawer in a filing cabinet.) For example, you could have an "expense report" drawer and a "personal expenses" drawer.

•The Folder Label category provides a secondary level of classification for a folder. (Think of this as a hanging file folder within the drawer.) For example, you could have a hanging file folder for "vacation" receipts within your "personal expenses" drawer.

•The Folder Name category (hidden by default) provides an even more specific classification for a folder. (Think of this as a manila envelope within the hanging file folder.) For example, you could have a manila envelope full of receipts from "Disney-2005" within your "vacation"

hanging file folder.

For example, if you wanted to track receipts chronologically by month, you could organize your folders by month (such as Folder Type: Personal Expenses, Folder Label: January 2005). Then you can use the columns in the lower grid to further classify receipts by theme or event (i.e. use the Project column to label a group of receipts as office supplies). Doing this will enable you to search for your receipts by either month or by party theme. Likewise, if you are organizing receipts for business, you might start with a Folder Type called Customers and add Folder Labels such as North-East Territory, Western Territory, etc. As you scan invoices in from your customers, you could use the Client column to record a customer name and the Project column to track development. By consistently taking advantage of the categories and subcategories within these columns, you will later be able to search for and locate virtually any information contained within your folders.

What can I do with folders?

In NeatWorks, every receipt lives in a folder. Each time a new folder is created, a new row is added to the Folders Grid. You can edit information in the Folders Grid row, such as the Folder Type and Folder Label. You can also add comments to a folder using the Information Tabs at the bottom of the screen. You will find the following topics addressed in this section:

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