THE NEAT COMPANY DESKTOP SCANNER NEATRECEIPTS USER MANUAL Pdf Download. Welcome to Neat. Works Welcome to version 4. Neat. Works software. We're happy to announce the following new or enhanced features with this release: . To do so, perform these steps: Start the Quick Scan Center by selecting Neat. Works> Neat Quick Scan Center Once the Neat Quick Scan Center is started, you can easily access it whenever you wish by double clicking the Neat.

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Works icon in the system tray on the.. The system will detect the document type for you automatically, or you can select the document type in the Document Type field. Choose whether you want to scan in black & white or in color by selecting the appropriate option in the Color Options area. If you are using the Neat. Desk ADF scanner, which can scan two- sided images, you'll be able to select single- sided or double- sided scanning in the Scan Options field.

Note: You can drag and drop misclassified items between bins if desired. For example, if a document accidently scanned as a receipt, you can drag it from the receipt bin into the document bin. Neat. Works will now recognize it as a document instead of as a receipt. To review and modify any item in an Inbox bin, double click on that item, or Review & File click .

This opens the Review screen, as illustrated below. The Review screen enables you to adjust or delete the scanned image. In addition, you can modify the scanned data (e. If you've scanned a receipt or a document, you will have several filing options after completing your review. Creating a New Folder To create a new folder, click New, as shown below: The following screen displays.. Type in a folder name.

Select a folder type by clicking the down arrow and choosing from the list that displays, or type in the desired folder type. Select a folder label by clicking the down arrow and choosing from the list that displays, or type in the desired folder label. Choose the desired folder by clicking on it.

The selected folder will be highlighted in orange. You can sort by Folder Name, Folder Type, and Folder Label. If only one item is in the bin, click items in the bin, select those you want to file by highlighting them and click File Selected You can now scan additional items if desired by clicking the buttons on the upper right side of the screen. 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. Editing Cells in a Folder You can edit folder cells anytime you need to modify the information in them.

To do Click the cell you want to modify. Deleting a Folder You can delete a folder whenever you no longer need it. Creating Expense Reports Creating an Expense Report in Neat. Works is easy. In Neat.

Works, an Expense Report is a folder whose Folder Type has been assigned to the Expense Report category. If you've already scanned the receipts that you want to use in an Expense Report, just choose Expense Report in the Folder Type column. Click on the button. The receipt will be split into the designated number of items and each item will be shown in its own row. Makemusic Finale C Setup Keygen Rar File. An identifying number will automatically be generated in the Split ID column of the Receipts Grid so you can easily identify which items belong to the split receipt.

This option is accessed by selecting the button on the upper right side of any organizer screen.. Folders and Receipts) at the same time. Export > PDF (Searchable) 2. A dialog box will open, prompting you make or confirm your selection of all visible receipts in the selected folder(s) or the selected receipt(s). Export Choices Select Range Under the export only those rows selected in the Receipts Grid or leave Folder (All Receipts) Select Output Under the Images Columns Only Columns and Images.) Columns and Images If you've selected additional column selections under the step 8. Image Scaling Under Preview 1. Click to preview the exported data file.

Click to export the data file. Use the dropdown list to navigate to the folder in which you want to save the exported file.

File name 1. 3. Set Orientation Under the Set Output Under the Preview Click to preview the exported data file. Export Click to export the data file.

Save In Use the dropdown list to navigate to the folder in which you want to save the exported file. Save As 1. 0. The imported folder row(s) appears in the upper grid (. The receipts contained in those folders will be visible in the lower grid. Type a file name in the the file name already in the field (if applicable) and choose whether to compress file. Continue Click Complete the email message and click Send. Your default email program will launch and a new message opens.

The To field of the new message will be populated with the contacts selected in the previous step.. Save In Use the dropdown list to navigate to the folder in which you want to save the exported file.

File Name In the dialog box, type a new file name, or accept the default name suggested. Receipt or Document Folder Files (*. Leave Files (*. zip) as the file type in the.. Under the Step 2 heading, specify an MS Excel Template. The template can be blank or it can contain information (such as a company logo or column header names). The file can have either a .

To specify an existing template file: If an Excel Template file already exists, specify its location by typing the explicit path or by using the Browse button to navigate to the . Include Receipt Header Row Click the column header names to Excel. Image Details Click the medium, or large).

The Images Per Row field will adjust automatically. Under the Step 4 heading, define a column- to- column map between Neat. Works and MS Excel. Unmapped columns appear on the left, mapped columns appear on the right. Unmapped Fields Under the field allows for cross mapping by category.

For example, you can map the total amount for all receipts that are tagged as . To view a summary of all mapping values, click the All Mappings button. Updating an Excel Map Name You can update an Excel map name whenever you like. To do so: Click the Excel Map dropdown box. Tap any key on the keyboard to open the Update Excel Map dialog box. Edit the name in the Excel Map Name field and click Exporting to an Excel Map Once you have created an Excel map, you can export your data to Excel.

To do so: Select the receipt(s) or folder(s) you want to export. From the Toolbar, choose opens (shown below). Exporting to CSV (Comma Separated Values) Exporting to CSV is a good way to get your data into an easy to use format.

For example, you could export to CSV if you wanted an easy way to get your data into a simple Excel format that you could then manipulate without building an Excel map. Columns and Images If you've selected additional column selections under the step 8.

Columns and Images If you've selected additional image selections under the Select Formatting Under the page, comments, or page numbers. From the toolbar, Choose Do one of the following: . After you have imported those Quicken accounts, you may use the export option inside Neat.

Works, and choose a destination account for your transactions inside Quicken. Continue Click on Navigate to the desired destination location on your computer, type a name for the file, and then click on extension. Start Quicken and select the newly created Cash Flow Center File > Import > QIF Choose Navigate to the folder containing the file you exported in step 5. When the import is complete, you can move the transactions into any other Quicken account you wish. Exporting to Quick. Books You can quickly export multiple types of receipts into multiple accounts in one simple step. These exports appear in your Quick Books .

Neat. Works makes it quick and easy to connect . Next Click If you chose Quick. Books (Direct): The Quick. Books Direct Export Wizard screen displays and shows you a summary of the data you selected. If you chose Quick.