The Neat Company 315 User Manual
NeatReceipts Professional User Guide
NeatReceipts Professional User Guide
Section 4: Mastering Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
About Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Creating Expense Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53
Working with Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Working with the User Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Printing and Sorting Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Finding Saved Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .61
Sharing (Exporting) Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Importing Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Running Folder Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Personalizing Folder Columns and Fields . . . . . . . . . . . . . . . . . . . . .79
Section 5: Using the Business Card Organizer . . . . . . . . . . . . . . .81
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81
About the Business Card Organizer . . . . . . . . . . . . . . . . . . . . . . . .81
Accessing the Business Card Organizer . . . . . . . . . . . . . . . . . . . . . .81
Exploring the Business Card Organizer Window . . . . . . . . . . . . . . . .82
Scanning a Business Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Working with Business Card Images . . . . . . . . . . . . . . . . . . . . . . . .85
Working with Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .87
Finding Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Importing & Exporting Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . .97
Section 6: Using the Tax Organizer . . . . . . . . . . . . . . . . . . . . . .103
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
About the Tax Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Accessing the Tax Organizer . . . . . . . . . . . . . . . . . . . . . . . . . . . .103
Exploring the Tax Organizer Window . . . . . . . . . . . . . . . . . . . . . . .104
Assigning Receipts to Tax Categories . . . . . . . . . . . . . . . . . . . . . .104
Generating Reports in the Tax Organizer . . . . . . . . . . . . . . . . . . . .107
Working with Reports in the Tax Organizer . . . . . . . . . . . . . . . . . .108
Working with the Tax Assignment Wizard . . . . . . . . . . . . . . . . . . .111
Table of Contents
Section 1: Read This Section First . . . . . . . . . . . . . . . . . . . . . . . . . .7
Why Should I Read This Section First? . . . . . . . . . . . . . . . . . . . . . . .7
About NeatReceipts Professional . . . . . . . . . . . . . . . . . . . . . . . . . . .8
About This User Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8
Where Can I Find Additional Information? . . . . . . . . . . . . . . . . . . . . .9
Section 2: Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Installing NeatReceipts Professional . . . . . . . . . . . . . . . . . . . . . . . .10
Starting NeatReceipts for the First Time . . . . . . . . . . . . . . . . . . . . .11
Exploring the Receipt Organizer Window . . . . . . . . . . . . . . . . . . . . .12
Scanning Your First Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Section 3: Working with Receipts . . . . . . . . . . . . . . . . . . . . . . . . .17
About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
About Scanning Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
Overview of the NeatReceipts Scanning Process . . . . . . . . . . . . . . .18
Scanning a Receipt . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Improving Receipt Images . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Exploring the Scan Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Working with Receipt Images . . . . . . . . . . . . . . . . . . . . . . . . . . . .24
Working with Receipt Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27
Clearing Receipt Rows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Finding Saved Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Printing, Sorting, and Splitting Receipts . . . . . . . . . . . . . . . . . . . . .35
Sharing (Exporting) Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Importing Receipts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Running Receipt Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41
Editing Vendor Names and Other Lists . . . . . . . . . . . . . . . . . . . . . .44
Personalizing Receipts Grid Columns and Fields . . . . . . . . . . . . . . . .46
Understanding User Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44