Univex NeatScan, NeatReceipts Searching with the Wildcard, How do I import and export contacts?

•Project

•Payment type

•Tax ID

•Tax category

•User

•Vendor

For more information on Search, see Searching with the Wildcard.

Searching with the Wildcard

The wildcard lets you search for terms with missing pieces but still find matches. For example, if you're unsure whether you've spelled a word correctly, you can use the wildcard to find the closest match and any other related results. The symbol for the wildcard is an asterisk: *

To conduct a wildcard search:

1.Click in the white box to the left of the Search button, as shown in the image below.

2.Enter a search term, followed by the wildcard symbol; for example: restaurant*Note: A least one character must precede the wildcard. In other words, the wildcard symbol cannot be the first character of the search. For example: Correct: restaurant*; Incorrect: *restaurant

3.With your cursor still in the Search box, press Enter.

Tip: The more information that precedes the wildcard, the faster your search results will be returned. This is because you're giving the search engine more detailed information, which allows it to return accurate results more quickly.

For more information on searching, see Searching for a Keyword.

How do I import and export contacts?

NeatWorks makes it easy to exchange contacts in a variety of convenient formats. The following topics describe the different ways that you can exchange your contacts:

•Exchanging Contacts with other NeatWorks Receipts Users

•Choosing to sync with Plaxo or MS Outlook

•Syncing Contacts with Plaxo

•Syncing Contacts with MS Outlook

•Exchanging Contacts Using vCards

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