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Univex NeatDesk, NeatScan, NeatReceipts manual Choose Select From Frequently Used Fields Categories

Models: NeatDesk NeatReceipts NeatScan

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Keep in mind that syncing does not delete contacts in NeatWorks or Outlook. For example, if you delete a contact in Outlook after running Outlook Sync, the contact will not be deleted in NeatWorks the next time you run the sync. Also, if you delete a contact in NeatWorks after running Outlook Exchanges, the contact will not be deleted in Outlook the next time you run the sync.

Note for MS Office 2007 users

•Please make sure you have categories assigned for any contacts you wish to sync with NeatWorks.

•If you are running Office 2007 and see the dialog box below, you must follow these instructions to enter a category name for a new or current contact:

1.Create or open your contact.

2.Click the All Fields tab.

3.Choose Select From > Frequently Used Fields > Categories.

4.Manually enter the category name.

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Univex NeatDesk, NeatScan, NeatReceipts manual Choose Select From Frequently Used Fields Categories

Contents

Welcome to NeatWorks Getting Started What do I need to know? Using the Quick Scan Center Using the Inbox Page Page Creating a New Folder Choosing an Existing Folder Working with Folders File Selected Using NeatWorks FoldersWhat 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 ReportsCreating a New Expense Report Moving a Split Receipt to Another Folder For more information, see the following Page Page Page Page How do I import and export folders? Importing Folders Click Continue Emailing a FolderTo 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 OfficePage All Mappings button Page Exporting to an Excel Map Exporting to CSV Comma Separated Values Page Exporting QIF Files to Quicken 2005 and Later Exporting QIF Files to Quicken 2004 and EarlierSelected Receipts radio button Click Continue Exporting a QIF File from NeatWorks Setting Up a Cash Account in QuickenChoose This account is not held in a financial institution Selected Receipts radio button Exporting OFX Files to MS Money Choose File Import QIFTips 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 ReportPage Showing and Hiding Grid Columns Saving a ReportCan I personalize columns and fields? Resizing Column Widths Information TabsMoving Columns Understanding and Modifying the User Profile Modifying a Column or Field NameFrom the Toolbar, choose Personalize Column/Field Names Working With Receipts How do I scan a receipt? To Open a Folder Create or Select a FolderTo 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 AdjusterStep C Lighten or Darken the Image Working with Receipt Images Zooming In or Out of a Receipt Image Rotating the Receipt ImageClick Review and File Importing an Image as a New Receipt Viewing a Receipt in Full Screen ModeChanging 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 ReceiptCombining 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 RowMoving 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 textPage Receipts Searching with the WildcardTo 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 RowsMultiple Sort Order Splitting a Receipt into Multiple Transactions Page How do I import and export receipts? Importing ReceiptsPage 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 Page Page 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 WindowHow do I scan a business card? To edit contact information in the Contacts Grid Selecting a Contact RowEditing 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 ContactEmailing a Contact Marking an Action Item as Complete Zooming a Business Card Image Saving Contact InformationRotating a Business Card Image Viewing a Business Card Image in Full Screen How do I find my contacts? Deleting a Business Card ImageSaving a Business Card Image as a Graphic File Using Find Contacts Page How do I import and export contacts? From the Toolbar, choose Export Contact File Exchanging Contacts with other NeatWorks UsersTo import contacts from a NeatWorks file Choosing to Sync With Plaxo or MS Outlook Syncing Contacts with Plaxo OutlookContacts 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 100 101 Showing/Hiding Contacts Grid Columns 102Personalizing the Business Card Organizer From the Tools menu, choose Show/Hide Columns Grid Columns Using the Document Organizer 103 104 Exploring the Document Organizer Window Rotating a Document Image 105What can I do with my document images? Zooming a Document Image Viewing a Document in Full Screen Mode106 Importing an Image as a New Document Importing Additional Images into a Document Row 107From the Toolbar, choose Import Image as New Document From the Toolbar, choose Import Image to Current Document 108 Click Delete Current Image 109Deleting a Document Image Saving a Document as a Graphic File How can I work with document rows? How do I set up document folders?110 Viewing Documents Together from Multiple Folders 111Selecting Document Rows Editing Document Row Cells Adding a New Document Row 112Adding Comments to Document Rows Moving a Document Row to the Receipt Organizer 113Moving a Document Row to Another Folder Sorting Document Rows 114Deleting a Document Row 115 Clearing Documents Rows Where can I find my saved documents?116 Selected Documents button 117Finding Missing Key Data in Folders and Documents 118 Can I personalize document columns and fields? 119 120 121 122 Sharing Documents with other NeatWorks Users 123How do I import and export documents? From the Toolbar, choose Export Document Folder File .ntf 124 Exporting Documents to other Format Types Importing Documents Using the Tax Organizer125 126 Exploring the Tax Organizer Window 127 How do I assign receipts to Tax Categories? 128 Showing and Hiding Tax Categories 129 Viewing Quick Tips and Additional IRS Information 130Adding Comments How do I generate tax reports? Zooming a Report 131What can I do with tax reports? Enter 132Navigating in a Report Click the View Receipts from report button 133Viewing Corresponding Receipts Viewing Corresponding Documents PrintingTa Selected ReportT 134ViewTDocuments from reportT button again ExportingTor Printing Multiple ReportsT 135 DatabaseTBackup OptionsTBackupsTT.TTT BackingTUp and Restoring the DatabaseT BackingTUp the Database ManuallyT SchedulingTAutomatic Database BackupsT136 Toolbar.TTT From the Toolber, choose T Export Receipt Folder File.T 137RestoringTthe DatabaseT 138 Check Backup File Version.TTTScannerTMaintenanceT CalibrationTT CalibratingTthe Neat ADF ScannerT CleaningTT139 CalibrateT.T CleaningTthe Neat ADF Scanner T140 141 To calibrate in NeatWorks, do the followingT 142CalibratingTYour ScannerT 143 Click CalibrateT.T 144 How do I clean the scanner?To clean with the alcohol cleaning paperT AdditionalTResourcesT ITlove the alcohol cleaning paper--where can I get more?T145 ScanningTand Imaging TroubleshooterT 146 ExampleTT SolutionTRecalibrateTSolutionsTT DescriptionTT 147 SolutionTWhereTcan I find support and get updates?T