User's Guide Neat for Windows Version 5.0 ©2011 The Neat Co.
Contents Chapter 1 1 Welcome to Neat 5 Help 2 Where to Start 3 What’s New in Version 5? Chapter 2 5 Getting Started with Neat 5 6 Top 10 Common Tasks 7 User Case Studies 8 Try It: Your First Scan Chapter 3 12 The Neat 5 Dashboard 13 Viewing the Dashboard 14 Dashboard Panes 15 Dashboard Commands & Links Chapter 4 17 Gettings Items Into Neat 5: Scanning, Importing and Sending 18 Neat Scanners 19 Getting Data into Neat 5 20 Scanning Basics 21 How Do I Scan? 22 Scanner Settings 26 Understandin
Contents Chapter 5 39 Organizing Your Items: Cabinets, Folders & Subfolders 41 Cabinet Basics 43 Folder Basics 44 Folder Best Practices 46 Opening & C losing a Folder 48 C reating a New Folder or Subfolder 49 Viewing Folder C ontent 51 Filtering Folder C ontents by Item Type 52 Renaming a Folder 53 Deleting a Folder 56 Moving or C opying a Folder 57 Smart Filters Chapter 6 59 Working with Your Items 60 Viewing Items 61 C hanging Views 61 Filtering a View by Item Type 62 Editing Ite
Contents 81 C reating a New Document 82 Working with Images 84 Viewing an Image in Full Screen View 85 Viewing an Image in the Image Viewer 86 Zooming an Image 87 Rotating an Image 88 C ropping an Image 89 Adjusting Brightness & C ontrast for an Image 90 Deleting an Image 90 Printing an Image 90 Saving an Image as a Graphic File (AKA Exporting) 91 Saving an Image as a PDF (AKA Exporting) 92 C ombining Multiple Images into a Single Document 92 C hanging the Order of Multiple Scanner
Contents 144 C reating a Tax Report 149 Printing Chapter 8 150 Scanner Maintenance 151 Maintaining the Neat Mobile Scanner 151 C leaning the Neat Mobile Scanner 153 C alibrating the Neat Mobile Scanner 155 Maintaining the Neat Desktop Scanner Chapter 9 155 C leaning the Neat Desktop Scanner 158 C alibrating the Neat Desktop Scanner 160 Backing Up the Database 161 Restoring the Database 5
1 Welcome to Neat 5 Help Need Help Taming Your Paper Monster? You’re in the right place! Neat 5 Help aims to have you turning receipts, business cards and documents into organized digital files as quickly and effortlessly as possible.
1 Welcome to Neat 5 Help Where to Start We know you don’t have all day to read our Help files (as scintillating as they might appear). So let’s get you on the right path ASAP. In the table below, follow the path that best corresponds to your technical savvy and current Neat 5 know-how.
Welcome to Neat 5 Help 1 What’s New in Version 5? Dashboard The Neat 5 Dashboard is the first screen you’ll see when you start the program. Think of it as your home base for all things Neat.
Welcome to Neat 5 Help 1 Folder Based Organization The previous version of Neat (version 4) display a “folder” as a “row” in an Excel-like grid of rows and columns. Version 5 uses the visual metaphor of folder icons within a Folder Navigation Pane.
Welcome to Neat 5 Help 1 What’s In It for You? At NeatReceipts, we believe you shouldn’t have to work hard to use your information. That’s why we’ve developed a flexible system of intelligent solutions that transform information— taking it from paper to digital, cluttered to organized, single use to multi-tasking, static to dynamic. Simply put, we transform information—any kind of information—into something that works for you.
2 Getting Started with Neat 5 Top 10 Common Tasks The table below contains links to ten of the most common tasks performed in Neat.
Getting Started with Neat 5 2 User Case Studies Wondering how to make the best use of Neat 5? Here are a few scenarios of how others use Neat: The Business User Scan and organize receipts, bills, invoices and checks Scan business cards to create an organized contact list Sync contacts with Outlook Create expense reports Scan and store business contracts and other legal documents Create PDFs of documents to share (no more faxing!) Search for any detail in the cabinet The Home User Track family expenses M
Getting Started with Neat 5 2 Try It: Your First Scan These instructions assume that Neat 5 is installed and the scanner is properly attached to your computer. Scanning and Reviewing Your First Item SCANNING 1. In the Folder Navigation pane, click on a folder. (This is where your scanned item will be saved. You also have the option of creating a new folder.) 2.
Getting Started with Neat 5 2 Desktop Scanner Face up (text facing you) In the appropriate tray of the Desktop Scanner (documents in the back, receipts in the middle, business cards in the front) 3. Do either of the following: Press the Scan button on the scanner Click the Scan button in Neat 5 Que ue Ic on As you scan an item, the Queue icon (pictured above) animates to let you monitor the scan’s progress.
Getting Started with Neat 5 2 process depends on the quality of the item being scanned. For example, if the text on a receipt is very light or the vendor name on a business card is in a highly stylized font, Neat 5 may not be able to read every detail clearly. Therefore, each scan should be reviewed for accuracy. Scans do not have to be reviewed immediately after scanning. You can scan items and then review them later.
Getting Started with Neat 5 2 WHAT’S NEXT? So far, so good, right!? Neat 5 has a lot more to offer as far as helping you track and manage information and transform it into actionable, usable information. Where you go from here depends on how you plan on using Neat 5.
Getting Started with Neat 5 2 The Neat 5 Dashboard is the first screen you’ll see when you start the program. Think of it as your home base for all things Neat.
The Neat 5 Dashboard 3 Viewing the Dashboard You can return to the Dashboard from any other Neat screen by clicking on the cabinet icon at the top of the Folder Navigation Pane (pictured below).
3 The Neat 5 Dashboard Dashboard Panes The Dashboard is visually organized into five separate panes: folder navigation, From Neat, Customer Support, My Cabinet Stats and Contacts. Each of these panes is described below. Dashboard Pane Description Folder Navigation Pane Provides access to all of your folders and subfolders. Smart Filters are listed at the bottom of the pane.
The Neat 5 Dashboard 3 Dashboard Commands & Links Within the Dashboard panes you will find one-click buttons to commands you will use most often as well as a search tool to help you locate anything you’ve ever scanned into your cabinet.
3 The Neat 5 Dashboard Description Command Screenshot Scan Settings Begins scan Allows you to select scanner settings in advance of scanning (scanner, item type, color, B&W, etc.
The Neat 5 Dashboard 3 Neat 5 exists to help free the information that’s trapped in your documents so you can organize, store, secure and activate it. Neat's scanners and software solutions use patented OCR and parsing technology to read and extract key information from your paper, so you can organize it, export it, or securely store it in our easy-to-use database system.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Neat Scanners Mobile Scanner The M obile Scan n e r is lightweight portable scanner designed for scanning on the go. You can take it on the road and connect to your laptop with a USB cable, allowing you to scan items from any location using the Neat 5 software. Desktop Scanner The D e sktop Scan n e r is a powerful, full-featured automatic document feeder (ADF) scanner.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Getting Data into Neat 5 There are four ways to get data into Neat 5: scanning, importing, sending to or manual input. Each method is described below: SCANNING Use the Mobile or Desktop Scanner to read and extract key information from a receipt, business card or document. Benefit: reduce paper clutter and retain and organize important information.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Scanning Basics What Can I Scan? You can scan any item containing information you want to retain and organize: receipts, business cards or almost any document you wish to store electronically. RECEIPTS Scan receipts to track expenses. Neat 5 finds key information on the receipt and organizes it into common categories for you. You have full control over the scanned information and categories and all of the scanned information can be searched.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 How Do I Scan? How Do I Scan? Items can be scanned using the physical buttons on the scanner or the Scan command in Neat 5. USING THE SCANNER BUTTONS Press the Scan button to scan an item into Neat 5. Neat 5 will use its patented OCR and parsing technology to read and extract key information from a scanned receipt or business card and store it into common categories. Press the PDF button to scan an item directly to a PDF file.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Scanner Settings Ne a t 5 Sc a nne r Se t t ings M e nu Neat 5 scanner settings give you full control over every aspect of scanning.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Setting the Document Type Neat 5 offers four choices for document choice: Auto-detect item type, Scan a receipt, Scan a business card, and Scan a document. Each choice is described in the table below. TIP: If you are scanning several like items (for example a pile of business cards or a stack of receipts), it makes sense to preselect a document type. This way, Neat 5 doesn’t have to intelligently guess what type of item is being scanned.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Changing the Document Type After Scanning The document type can be changed (i.e. reclassified) after scanning if the program did not classify an item correctly. 1. View the item in either Thumbnail, Grid or Details View. 2. Choose the correct item type from the Item Type dropdown menu.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Choosing Color or Black & White Sc a n Se t t ings (B&W a nd Color Subm e nu) You can choose to scan an item in color or in black & white. Typically, receipts and business cards are scanned in black & white since these items consists primarily of text. Documents can be scanned using either setting. 1. In the Folder Navigation pane, click on a folder. (This is where the new item will be stored. You also have the option of creating a new folder.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Scanning Separate Pages vs. Scanning Multi-Page By default, Neat 5 scans each item as a separate receipt, business card or document. However, you scan multiple pages into a single receipt or document. These instructions are for the Neat Mobile Scanner. Click here for instructions on scanning a multipage document using the Neat Desktop Scanner. 1. In the Folder Navigation pane, click on a folder. (This is where the new item will be stored.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Scans do not have to be reviewed immediately after scanning. You can scan items and then review them later. Neat 5 lists scans you have not yet reviewed into a Sm art Filter called Unreviewed. Unre v ie w e d Sm a rt F ilt e r After you have reviewed (looked at) an item for more than two seconds in either Details or Grid View, it will no longer appear in the Unreviewed Smart Filter list.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Importing Scanning is not the only way to capture data in Neat 5 - you can also import from a PDF, image file, vCard, legacy Neat file or Quicken account.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Importing a PDF 1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be stored. You also have the option of creating a new folder.) 2. Click Import. 3. Choose PDF. The Selected PDFs dialog box opens. Se le c t e d PDF s Dia log Box 4. Click Browse and navigate to the folder containing the PDF(s) you want to import. 5. Select the PDF(s) you wish to import. (Use the Ctrl key to select multiple items.) 6.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Importing an Image 1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be stored. You also have the option of creating a new folder.) 2. Click Import. 3. Choose Image. The Selected Images dialog box opens. Im port Im a ge s Dia log Box 4. Click Browse and navigate to the folder containing the image(s) you want to import. 5. Select the images(s) you wish to import.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Importing a vCard 1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be stored. You also have the option of creating a new folder.) 2. Click Import. 3. Choose vCard. The Open dialog box opens. Ope n Dia log Box 4. Navigate to the folder containing the vCard you want to import. 5. Select the vCard file you wish to import. (You cannot select multiple vCards.) 6. Click Open.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Importing a Legacy Neat File 1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be stored. You also have the option of creating a new folder.) 2. Click Import. 3. Choose Legacy. Im port Le ga c y F ile Subm e nu 4. Choose the type of legacy file you are importing: Receipts (.nrx) Contacts (.nrt) Documents (.nrf) The Open dialog box displays. 5.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Importing a Quicken Account 1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be stored. You also have the option of creating a new folder.) 2. Click Import. 3. Choose Quicken Accounts. 4. Click Import. The Quicken import dialog box displays. Quic ke n Im port Dia log Box 5. Navigate to the folder containing the Quicken Account you want to import. 6. Click Import.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Sending to Neat 5 You can use the Send to Neat printer driver to send an existing document on your computer to the Neat 5 program. This feature lets you reduce electronic clutter and retain and organize important information. 1. Open the document you wish to send to Neat 5. (This could be a PDF, an image file, Word document, etc.) 2. Choose Print. 3. In the list of printers, choose Send to Neat. 4. Click OK.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Creating a New Item You can use the New (Receipt, Contact, Document) command to manually add a new receipt, contact or document. This feature lets you retain and organize important information for which you have no paper or electronic record. 1. In the Folder Navigation pane, click on a folder. (This is where the new item will be stored. You also have the option of creating a new folder.) 2. Click the File menu (top right corner of the window).
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Working with the Neat Desktop Scanner The Neat Desktop Scanner is an award-winning Automatic Document Feeder (ADF) scanner. The patented paper input tray lets you scan different kinds of paper - from the smallest taxi receipt to 2-sided legal documents - all in a single pass. Or insert up to 50 pages at once for lightning-fast batch scanning.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Duplex Scanning Duplex Scanning The Neat Desktop Scanner can scan BOTH sides of a two-sided document, receipt or business card. TIP: Need to scan both sides of a paper item but you don’t have the Neat Desktop Scanner? To scan a double-sided item (e.g. a document or a business card) with the Neat mobile scanner, first scan one side of the item, and then flip it over and scan the other side.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 4. Place the items in the appropriate Neat Desktop Scanner tray and then click Scan. All pages will be combined into one document.
Gettings Items Into Neat 5: Scanning, Importing and Sending 4 Neat 5 stores all items in a secure digital database called a cabinet. Within the cabinet you can create folders and subfolders to organize related items. Two folders are created automatically for new users upon installation: Business and Home. You can rename or delete these folders as needed as well as create subfolders within them. You may create additional new folders as needed.
Organizing Your Items: Cabinets, Folders & Subfolders Legacy User Tip: 5 The previous version of Neat 5 (version 4) display a “folder” as a “row” in an Excel-like grid of rows and columns. Version 5 now uses the visual metaphor of folder icons within a Folder Navigation Pane. EXAMPLES OF FOLDER ORGANIZATION Curious how others organize their cabinet folders? Check out our User Case Studies.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Cabinet Basics By default, your cabinet’s name is My Cabinet. Expanding/Collapsing the Cabinet In the Folder Navigation pane, double-click on the cabinet to expand or collapse its contents. Viewing Cabinet Properties Cabinet statistic display on the dashboard by default. M y Ca bine t St a t s You can also choose to view cabinet properties in a separate window. 1. In the Folder Navigation pane, right-click on the cabinet. 2. Choose Properties.
Organizing Your Items: Cabinets, Folders & Subfolders 5 M y Ca bine t Prope rt ie s Dia log Box Chapter 5 Organizing Your Items: Cabinets, Folders & Subfolders 42
Organizing Your Items: Cabinets, Folders & Subfolders 5 Folder Basics Unlike your physical office, where you can “file” important papers on every surface, in Neat 5 all items must live in a folder. That said, you can be as organized - or as disorganized - as you wish to be in Neat 5. If you want to place every item in a single folder, you can! Alternatively, you can choose to completely master Neat 5 file management by creating folders and subfolders and consistently organizing items into those folders.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Folder Best Practices Folder organization is subjective. There is no single right way to do it. What may seem flawless and self-explanatory to one person may leave another completely baffled. There are, however, a few tips that can help almost everyone: Keep folder names short and meaningful Adopt a consistent naming convention Store like with like (receipts in one folder, canceled checks in another, etc.
Organizing Your Items: Cabinets, Folders & Subfolders USER CASE STUDIES Curious how others organize their cabinet folders? Check out our User Case Studies.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Opening & Closing a Folder Opening a Folder TIP: A triangle next to a folder indicates that the folder contains one or more subfolder(s). Click the triangle to show or hide a folder’s contents. 1. In the Folder Navigation pane, click the folder and/or subfolder you want to open. The folder’s contents display on the right side of the screen. 2. Use the scroll bar to scroll through the folder contents as necessary.
Organizing Your Items: Cabinets, Folders & Subfolders display the Dashboard).
Organizing Your Items: Cabinets, Folders & Subfolders 5 Creating a New Folder or Subfolder 1. In the Folder Navigation pane, right-click on a cabinet or folder and choose New Folder. TIP: Alternatively, you can click on the File menu and choose New > Folder. Ne w F olde r Dia log Box 2. Type a meaningful name for the folder in the Folder Name field. 3. Type a description of the folder in the Description field (optional). 4.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Viewing Folder Content You have three options for viewing folder content: Thumbnail View, Grid View or Item View.
Organizing Your Items: Cabinets, Folders & Subfolders Chapter 5 Organizing Your Items: Cabinets, Folders & Subfolders 5 50
Organizing Your Items: Cabinets, Folders & Subfolders 5 Filtering Folder Contents by Item Type To filter items by type, use the Item Type dropdown menu near the top right corner of the screen (pictured below).
Organizing Your Items: Cabinets, Folders & Subfolders 5 Renaming a Folder 1. In the Folder Navigation pane, right-click on a folder and choose Edit [Folder Name]. 2. Type a new name for the folder in the Folder Name field. 3. Modify the description of the folder in the Description field (optional). 4. Click OK.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Deleting a Folder 1. In the Folder Navigation pane, right-click on a cabinet or folder and choose Delete [Folder Name]. (Alternatively, select the folder and tap the Delete key.) 2. Click Yes to delete. The folder and its contents are placed in the Trash.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Retrieving a Deleted Folder You can retrieve a deleted folder as long as you have not yet emptied the trash. 1. In the Folder Navigation pane, right-click on the Trash icon. 2. Right-click on the folder you want to retrieve and choose Move [Folder Name]. 3. Select the location where you want the folder to be moved to. TIP: Alternatively, you can click New to create a new folder location. 4. Click OK.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Permanently Emptying all Trash Contents 1. In the Folder Navigation pane, right-click on the Trash icon and choose Empty Trash. 2. TIP: Click Yes to permanently delete the contents in the Trash. Once you have emptied the trash, you can no longer retrieve deleted items from the trash. Permanently Deleting a Single Folder from the Trash 1. In the Folder Navigation pane, right-click on the Trash icon.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Moving or Copying a Folder Folders can be moved or copied as needed. 1. In the Folder Navigation pane, right-click on the folder your wish to move or copy. 2. Do one of the following: To MOVE a folder, right-click on the folder you want to retrieve and choose Move [Folder Name]. To COPY a folder, right-click on the folder you want to retrieve and choose Copy [Folder Name]. 3. Select the location where you want the folder to be moved or copied to.
Organizing Your Items: Cabinets, Folders & Subfolders 5 Smart Filters F olde r Na v ga t ion Pa ne Smart Filters appear at the very bottom of the Folder Navigation Pane, serving as shortcuts to convenient item groupings. To view the content of a Smart Filter, simply click on its icon.
Organizing Your Items: Cabinets, Folders & Subfolders Smart Filter Name Description View All Displays all items in the cabinet Recently Added Items Displays items added to the cabinet in the past three days Unreviewed Displays processed items that have not been reviewed for more than 2 seconds Chapter 5 Organizing Your Items: Cabinets, Folders & Subfolders 5 58
Organizing Your Items: Cabinets, Folders & Subfolders 5 Neat 5 stores all items in a secure digital database called a cabinet. Within the cabinet you can create folders and subfolders to organize related items. Unlike your physical office, where you can “file” important papers on every surface, in Neat 5 all items must live in a folder. That said, you can be as organized - or as disorganized - as you wish to be in Neat 5.
Working with Your Items 6 Viewing Items You have three options for viewing folder content: Thumbnail View, Grid View or Item View.
Working with Your Items 6 Changing Views To change between the three views, use the Item View Toolbar near the top right corner of the screen (pictured below). Filtering a View by Item Type To filter items by type, use the Item Type dropdown menu near the top right corner of the screen (pictured below).
Working with Your Items 6 Editing Items You can edit items in Details View. In Details View each detail is presented in its own field. Some fields offer a dropdown menu of items. Re c e ipt show n in De t a ils V ie w Editing Items in Details View 1. In the Folder Navigation pane, navigate to the folder containing the item you want to edit. 2. Double-click on the item you wish to edit to open it in Details View. (Alternatively, click the Details View button at the top right corner on the window.) 3.
Working with Your Items 6 Working with Unreviewed Items Neat 5 lists scan items you have not yet reviewed for more than two seconds into a Smart Filter called Unreviewed. After you have reviewed an item for more than two seconds in either Details or Grid Views, it will no longer appear in the Unreviewed list. This allows you the luxury of not having to review items immediately after scanning. Scan as many items as you wish and then review them later when you have more time.
Working with Your Items 6 Reviewing an Item 1. Click the Unreviewed Smart Filter. Unreviewed items appear in Thumbnail View. 2. Double click on an item to review it in Details View. (Alternatively, click the Details View button under the Toggle Item View heading in the top right corner of the window.) 3. Choose a different Item Type if necessary. 4. Modify details as necessary.
Working with Your Items 6 Personalizing Your Review/Unreviewed Settings By default, items are marked as reviewed only after having been viewed for more than two seconds in either Details View or Grid View. You can turn this feature off if you would prefer to have all items automatically marked as reviewed upon scanning. 1. Click Settings (top right corner of the window). Note that Enable Unreviewed Tracking has a check mark next to it, indicating that it is active. 2.
Working with Your Items 6 Moving or Copying Items Between Folders Individual items in a folder can be moved or copied as needed. 1. In the Folder Navigation pane, navigate to the folder containing the item you want to move or copy. 2. Right-click on the item you want to move or copy and do one of the following: To MOVE an item, right-click on the item you want to retrieve and choose Move. To COPY an item, right-click on the item you want to copy and choose Copy. 3.
Working with Your Items 6 Deleting an Item When an item is deleted, it is placed in the Trash where it will remain until the Trash has been permanently emptied. 1. In the Folder Navigation pane, navigate and open the folder containing the item you want to delete. 2. Right-click on the item you want to delete and choose Delete. (Alternatively, select the item and tap the Delete key.) 3. Click Yes to delete. The item is placed in the Trash.
Working with Your Items 6 Retrieving an Item You can retrieve a deleted item as long as you have not yet emptied the trash. 1. In the Folder Navigation pane, right-click on the Trash icon. 2. Right-click on the item you want to retrieve and choose Move. 3. Select the location (folder and/or subfolder) where you want the folder to be moved to. TIP: Alternatively, you can click New to create a new folder location. 4. Click OK. Permanently Emptying All Trash Contents 1.
Working with Your Items 6 Sorting Items in Grid View In Grid View, items can be sorted by clicking on a column heading. Keep in mind the following: Clicking on a heading for a column containing text sorts the rows alphabetically from A to Z. Clicking a second time on that heading changes the sort from Z to A. Clicking on a heading for a column containing dates sorts the rows from oldest to newest date. Clicking a second time on that heading changes the sort to newest date to oldest date.
Working with Your Items 6 Searching for an Item Neat 5 offers two search options: basic keyword search and advanced search. Basic Keyword Search Neat 5 lets you search for keywords in your receipts, contacts, and documents. The Keyword Search feature not only retrieves information that you've entered manually, but also retrieves text from scanned items, which means it can read Optical Character Recognition (OCR) text, or the text recognized in scanned images. 1.
Working with Your Items 6 3. Choose an item type from the Item Type dropdown menu 4. Type one or more search terms in the Keyword field. 5. To further narrow the search, click Refine Search. 6. Add additional filter selections and then choose the desired parameters from the filters provided. For example: If you are looking for a specific receipt amount, choose Amount from the field dropdown list, a mathematical operator from the operator list and then type an amount in the field provided.
Working with Your Items 6 Combining Multiple Items You can combine multiple items into a single document. 1. In the Folder Navigation pane, navigate to the folder containing the items you want to combine. 2. In Thumbnails View or Grid View, select all of the items you wish to combine. (Hold down the Ctrl key to select multiple images.) 3. Right-click on any one of the selected images and choose Combine.
Working with Your Items 6 Choose Move Current Image Backward to move the image backward in the list Choose Move Current Image To in order to open the move panel. Use the number dropdown list to select the page number you want the image moved to and then click Go. Click Save & Close to save your changes. (Note that you can also access the move panel by choosing Move from the Image Tools button.) TIP: 73 Click Reverse All Pages to reorder the images in reverse order.
Working with Your Items 6 Separating Items Changing the Order of Multiple Scanned Images If you have a single document comprised of multiple images you can move one or more of the images into a separate document. 1. In the Folder Navigation pane, navigate to the folder containing the document you want to separate. 2. In Thumbnails View or Grid View, select the document you want to separate. 3. In the Image Pane, view the page containing the image you want to separate from the rest of the document.
Working with Your Items 6 Splitting a Receipt A receipt may contain multiple items that need to be expensed to more than one client or project. Neat 5 makes it easy for you to split a receipt across multiple Folders. 1. In the Folder Navigation pane, navigate to the folder containing the receipt you want to separate. 2. In Thumbnails View or Grid View, right-click on the receipt you want to split. 3. Choose Split Expense. 4.
Working with Your Items 6 Customizing Columns Columns can be customized to suit the information you’re interested in tracking. 1. Under the Views heading, click on the List View button. 2. From the Filters dropdown list, choose the type of item you want to customize columns for. 3. Customize the columns as needed, keeping the following in mind: To show or hide a column, right-click on the column heading and check or uncheck a column in the list. Checked columns will display. Unchecked columns are hidden.
Working with Your Items 6 Cust om izing Colum n/F ie ld Na m e s TIP: 77 Changes made to columns/fields in Grid View will carry over to Details View as well as all items of that type in your cabinet.
Working with Your Items 6 Creating a New Item Without Scanning or Importing The New (Receipt, Contact, Document) command can be used to manually add a new receipt, contact or document. This feature allows you to retain and organize important information for which you have no paper or electronic record.
Working with Your Items 6 Creating a New Receipt 1. In the Folder Navigation pane, navigate to the folder where you want the new receipt stored. 2. From the Actions menu choose New and then Receipt. 3. Double-click on the new item to open it in Details View. Note that Receipt is already selected in the Item Type dropdown menu. 4. Using the dropdown menus and fields provided, add all of the necessary details for the receipt. 5. The item will be saved automatically.
Working with Your Items 6 Creating a New Contact 1. In the Folder Navigation pane, navigate to the folder where you want the new contact stored. 2. From the Actions menu choose New and then Contact. 3. Double-click on the new item to open it in Details View. Note that Contact is already selected in the Item Type dropdown menu. 4. Using the dropdown menus, checkboxes and fields provided, add all of the necessary details for the contact. 5. The item will be saved automatically.
Working with Your Items 6 Creating a New Document 1. In the Folder Navigation pane, navigate to the folder where you want the new document stored. 2. From the Actions menu choose New and then Document. 3. Double-click on the new item to open it in Details View. Note that Document is already selected in the Item Type dropdown menu. 4. Using the dropdown menus and fields provided, add all of the necessary details for the contact. 5. The item will be saved automatically.
Working with Your Items 6 Working with Images There are many ways to work with an image once it is in Neat 5: Viewing an image in Full Screen View Viewing an image in the Image Viewer Zooming an image Rotating an image Cropping an image Adjusting brightness and contrast Deleting an image Printing an image Saving an image as a graphic file (AKA exporting) Saving an image as a PDF (AKA exporting) Combining images Changing the order of multiple scanned images Separating images in a multi-page document When a
Working with Your Items Also in this se ctio n: Viewing an Image in Full Screen View Viewing an Image in the Image Viewer Zooming an Image Rotating an Image Cropping an Image Adjusting Brightness & Contrast for an Image Deleting an Image Printing an Image Saving an Image as graphic File (AKA Exporting) Saving an Image as a PDF (AKA Exporting) Combining Multiple Images into a Single Document Changing the Order of Multiple Scanner Images Separating an Image from a Multi-Page Document 83 Chapter 6 Working w
Working with Your Items 6 Viewing an Image in Full Screen View 1. In the Folder Navigation pane, navigate to and select the item you want to work with. The item image displays in the Image Pane on the right side of the screen. 2. Click the Image Tools button in the lower right corner of the Image Pane. 3. Choose Full Screen. 4. To exit Full Screen View, click on the Close button at the top right corner of the screen.
Working with Your Items 6 Viewing an Image in the Image Viewer 1. In the Folder Navigation pane, navigate to and select the item you want to work with. The item image displays in the Image Pane on the right side of the screen. 2. Click the Image Viewer button near the top right corner of the Image Pane. 3. To close the Image Viewer, click on the Close button at the top right corner of the screen.
Working with Your Items 6 Zooming an Image 1. View the image you want to work with in the Image Pane, Full Screen View or the Image Viewer window. 2. Use the zoom controls at the bottom of the window to zoom in ( + ) or zoom out ( - ) on the image.
Working with Your Items 6 Rotating an Image 1. View the image you want to work with in the Image Pane, Full Screen View or the Image Viewer window. 2. Click the Image Tools button in the lower right corner of the Image Pane. 3. Choose Rotate to rotate the image 45 degrees. 4. Repeat step 3 as needed to arrive at the desired orientation.
Working with Your Items 6 Cropping an Image 1. View the image you want to work with in the Image Pane, Full Screen View or the Image Viewer window. 2. Click the Image Tools button in the lower right corner of the Image Pane. 3. Choose Crop. The mouse pointer changes to a selection tool. 4. Select the area of the image you want to keep. The area selected will be highlighted in blue. 5. Click Crop again. TIP: Click Reset to return the image to its original dimensions.
Working with Your Items 6 Adjusting Brightness & Contrast for an Image 1. View the image you want to work with in the Image Pane, Full Screen View or the Image Viewer window. 2. Click the Image Tools button in the lower right corner of the Image Pane. 3. Choose Brightness to display the Brightness and Contrast controls. 4. Adjust brightness by dragging the slider under the Brightness heading. Dragging to the right increases the brightness; dragging to the left decreases the brightness. 5.
Working with Your Items 6 Deleting an Image 1. View the image you want to delete in the Image Pane, Full Screen View or the Image Viewer window. 2. Click the Image Tools button in the lower right corner of the Image Pane. 3. Choose Delete. 4. Click Yes to confirm the deletion. TIP: You can also delete an image by right-clicking on the image and choosing Delete Current Image. Printing an Image 1. View the image you want to work with in the Image Pane, Full Screen View or the Image Viewer window. 2.
Working with Your Items 6 Saving an Image as a PDF (AKA Exporting) 1. View the image you want to save in the Image Pane, Full Screen View or the Image Viewer window. 2. Right-click on the image and choose Export. 3. Choose To PDF. The PDF Settings dialog box opens. 4. Type a name for the image in the File Name field. 5. Click Browse and then navigate to and select the folder where you want the PDF stored. 6. If you want the PDF to open, leave the checkmark in the Open When Done checkbox.
Working with Your Items 6 Combining Multiple Images into a Single Document You can combine multiple images into a single document. 1. In the Folder Navigation pane, navigate to the folder containing the images you want to combine. 2. In Thumbnails View or Grid View, select all of the images you wish to combine. (Hold down the Ctrl key to select multiple images.) 3. Right-click on any one of the selected images and choose Combine.
Working with Your Items 6 Choose Move Current Image To in order to open the move panel. Use the number dropdown list to select the page number you want the image moved to and then click Go. Click Save & Close to save your changes. (Note that you can also access the move panel by choosing Move from the Image Tools button.) TIP: Click Reverse All Pages to reorder the images in reverse order.
Working with Your Items 6 Working with Contacts Neat 5 offers you complete control over your contacts, including the ability to scan business cards and sync contacts with Outlook.
Working with Your Items 6 Scanning a Business Card 1. In the Folder Navigation pane, click on the Business or Home folder. (This is where your scanned business card will be saved. You also have the option of creating a new folder.) 2. Click Settings and choose Scan a Contact from the Item Type dropdown menu. 3.
Working with Your Items 6 Click the Scan button in Neat 5 As the business card is scanned, the Queue icon animates to let you monitor the scan’s progress. The processing time for a scan will vary based on the amount of content on the card. Neat 5 will optimize the scanned item for readability, convert it into digital text, and parse it for key information. The accuracy of this process depends on the quality of the item being scanned.
Working with Your Items 6 Emailing a Contact 1. In the Folder Navigation pane, navigate to the folder containing the contact you want to email. 2. Right-click on the contact you want to email. 3. Choose Email. A new, blank email opens. 4. Address and type the email using the usual methods. Viewing & Navigating Contacts on the Neat Dashboard The Contacts module on the Neat Dashboard lets you quickly find and view contacts. 1. In the Folder Navigation pane, click on the cabinet icon to view the Dashboard.
Working with Your Items 6 Searching Contacts on the Neat Dashboard The Search field in the Dashboard Contacts module lets you quickly find a specific contact. 1. In the Folder Navigation pane, click on the cabinet icon to view the Dashboard. 2. Type what you are looking for in the Search Contacts field and then tap Enter or click Search (magnifying glass icon). 3. If multiple contacts are found, use the scrollbar at the bottom of the module to scroll through the search results.
Working with Your Items 6 Syncing Contacts with Outlook To sync your contacts with Outlook, you must first configure how you want the contacts to be synchronized. CONFIGURING THE SYNC 1. Choose Sync with Outlook Configuration from the Settings menu. Sy nc w it h Out look Configura t ion 2. Make a selection under the Direction of Sync heading.
Working with Your Items 6 SYNCING 1. Choose Sync with Outlook from the Tools menu. A progress bar displays where you are in the process. The greater the number of contacts to be synchronized, the longer the process will be. 2. If new contacts are going to be created in Neat as a result of the synchronization process, a dialog box will prompt you to choose (or create) a folder where the new contacts will be stored. Select a folder and then on OK.
Working with Your Items NEAT 5 TO OUTLOOK FIELD MAPPINGS The table below shows how Neat 5 fields are mapped to Outlook fields.
Working with Your Items 6 Creating a New Contact Manually 1. In the Folder Navigation pane, navigate to the folder where you want the new contact stored. 2. From the Actions menu choose New and then Contact. 3. Double-click on the new item to open it in Details View. Note that Contact is already selected in the Item Type dropdown menu. 4. Using the dropdown menus, checkboxes and fields provided, add all of the necessary details for the contact. 5. The item will be saved automatically.
Working with Your Items 6 Importing and Exporting Contacts Neat 5 lets you import and export contacts in a variety of formats. In this se ctio n: Importing a vCard Importing a Legacy Neat contact file Exporting Contacts to vCard Importing a vCard 1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be stored. You also have the option of creating a new folder.) 2. Click Import. 3. Choose vCard. The Open dialog box opens. 4.
Working with Your Items 6 Importing a Legacy Neat Contact File 1. In the Folder Navigation pane, click on a folder. (This is where the imported item will be stored. You also have the option of creating a new folder.) 2. Click Import. 3. Choose Legacy and Contacts (.nrt). The Open dialog box displays. 4. Navigate to the folder containing the legacy contact file you want to import. 5. Select the legacy file you wish to import. (You cannot select multiple files.) 6. Click Open.
Working with Your Items 6 Sa v e v Ca rd F ile Dia log Box 4. Type a name for the export in the File Name field. 5. Navigate to and select a folder where you want the exported vCards to be stored. 6. Click Save.
Working with Your Items 6 Neat 5 gives you total control over - and complete flexibility with - your data. You can export data to numerous formats, synchronize your Neat 5 and Outlook contacts, create meaningful reports from your data and print anything in your database.
Exporting, Reporting & Printing Exporting The Export menu lets you export to the following formats: Image PDF CSV (Comma Separated Values) Excel QuickBooks Quicken TurboTax vCard (contacts only) Also in this se ctio n: Exporting Exporting Exporting Exporting Exporting Exporting Exporting Exporting 107 to to to to to to to to an Image Format PDF Format Comma Separated Values (CSV) Excel QuickBooks Quicken TurboTax vCard (Contacts Only) Chapter 7 Exporting, Reporting & Printing 7
Exporting, Reporting & Printing 7 Exporting to an Image Format You can export receipts to a .jpg, .bmp or .png image file format. 1. In the Folder Navigation pane, navigate to and select the folder or items you want to export. 2. From the Export menu, choose To Image. 3. From the Image submenu, choose Selected Folder (to export an entire folder of receipts) or choose Selected Items (to export only selected receipts). The Export to Image dialog box opens. 4.
Exporting, Reporting & Printing 7 Exporting to PDF Format 1. In the Folder Navigation pane, navigate to and select the folder or items you want to export. 2. From the Export menu, choose To PDF. 3. From the Image submenu, choose Selected Folder (to export an entire folder of receipts) or choose Selected Items (to export only selected receipts). The PDF Settings dialog box opens. 4. Type a name for the image in the File Name field. 5.
Exporting, Reporting & Printing 7 Exporting to Comma Separated Values (CSV) 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 to get your data into a simple Excel format that you could then manipulate without building an Excel map. Or, export your data to CSV and then import those contacts or receipts into programs not directly supported through other export processes. 1.
Exporting, Reporting & Printing 7 Exporting to Excel When exporting to Excel, you must first create a mapping plan that describes how your Neat 5 data will flow into the Excel program. Mapping associates one set of values or format (in this case, Neat 5 data) to a different set of values or format, such as Excel. You may create as many maps as needed to accommodate your data. Once a map is created, you can use it repeatedly. Neat 5 walks you through this procedure in three steps as outlined below. 1.
Exporting, Reporting & Printing 7 Also in this se ctio n: Creating a New Excel Map Creating a New Excel Template Chapter 7 Exporting, Reporting & Printing 112
Exporting, Reporting & Printing 7 Creating a New Excel Map 1. In the Excel Map To Use dialog box, click Create or Manage Excel Maps. The Excel Map Wizard opens. 2. Click New. In the Step 1 dialog box you will name your map and designate an Excel template. Exc e l Wiza rd St e p 1 3. Type a name for the map in the Excel Map Name field, 4. Click Create. 5. Click Browse to locate and select an Excel template file. (You can use the sample template file that was installed with Neat 5 if you like.
Exporting, Reporting & Printing 7 Exc e l Wiza rd St e p 2 7. Type the names of your Excel Template worksheets into the three Excel Sheet Name fields. TIP: Neat 5 automatically separates exported data into three separate sheets in Excel: receipt data, receipt images and receipt comments. You need to specify the destination sheet for each of these data types by entering its corresponding Excel sheet name.
Exporting, Reporting & Printing 7 Exc e l Wiza rd De t a ils 9. By default, receipt row headers are not included in the export. To change that, click in the Include Receipt Header Row checkbox. 10. By default, Receipt Image size is set to Small. To change that, choose a different size from the Image Size dropdown list. The Images Per Row field will adjust accordingly. TIP: The larger the image the higher the quality of the image; likewise, the larger the exported file will be. 11. Click Close. 12.
Exporting, Reporting & Printing 7 Exc e l Wiza rd St e p 3 13. Select a map type from the following: Receipt columns Expense Report Profile fields Items in the Unmapped Columns list reflect the selected map type. 14.
Exporting, Reporting & Printing 7 Creating a New Excel Template 1. Start MS Excel. 2. If you are using the Neat 5 sample Excel map, label three worksheets with the following titles: Folder, Receipt Images, and Comments. 3. Add any personal information to the worksheet (such as an employee name and employee number) or simply leave the sheets blank. 4. Choose the Save As command. In Excel 2003: Under the File menu and choose Save As. In Excel 2007: Click the MS Office Button and choose Save As.
Exporting, Reporting & Printing 7 Exporting to QuickBooks You can quickly export multiple types of receipts into multiple accounts in a few simple steps. These exports appear in your QuickBooks “Bills” section. Neat 5 makes it quick and easy to connect Category and Payment type to your QuickBooks Chart of Accounts. You can export an entire folder or selected items.
Exporting, Reporting & Printing 7 Quic kBooks Wiza rd St e p 1 5. Click Browse and then navigate to and select a QuickBooks company file. 6. Click Next. NOTE: If you are exporting to a QuickBooks account for the very first time, a message in the export wizard will alert you that Neat is having trouble connecting to the Company File. You will need to cancel the export at this point and facilitate the connection between your QuickBooks Company File and Neat 5.
Exporting, Reporting & Printing 7 Quic kBooks Wiza rd St e p 2 7. Map each category used by the data you’re export to a QuickBooks account by selecting an account from the dropdown list provided. 8. Click Next.
Exporting, Reporting & Printing 7 Quic kBooks Wiza rd St e p 3 9. Map each payment type used by the data you’re export to a QuickBooks account by selecting an account from the dropdown list provided. 10. Click Preview to preview the export.
Exporting, Reporting & Printing 7 11. Click Export to complete the export.
Exporting, Reporting & Printing 7 Connecting Your QuickBooks Company File to Neat 5 If you are exporting to a QuickBooks account for the very first time, you will need to facilitate the connection between your QuickBooks Company File and Neat 5 by configuring it to grant access to Neat. 1. Launch QuickBooks and open the Company File you want to configure for export. 2. In Neat, follow the exporting instructions found earlier. When you get to Step 6, toggle over to QuickBooks.
Exporting, Reporting & Printing 7 Quic kBooks Applic a t ion Ce rt ific a t e Confirm a t ion 4. Click Done. 5. Toggle back to Neat 5 and retry the export process as outlined previously.
Exporting, Reporting & Printing 7 Exporting to Quicken NOTE: If you are exporting to a Quicken account for the very first time, you will need to facilitate the connection between Quicken and Neat 5 by importing an account. See Importing Your Quicken Account to Neat. 1. In the Folder Navigation pane, navigate to and select the folder or items you want to export to Quicken. 2. From the Export menu, choose Quicken. 3.
Exporting, Reporting & Printing 7 Quic ke n Cha ra c t e r Lim it s Ale rt 4. Choose a Quicken Account from the Select Quicken Account dropdown menu. Se le c t Quic ke n Ac c ount NOTE: If you are exporting to a Quicken account for the very first time, you will need to facilitate the connection between Quicken and Neat 5 by importing an account. See Importing Your Quicken Account to Neat. 5. By default, Sales Tax is not split. To have sales tax split, click in the Split Sales Tax checkbox. 6.
Exporting, Reporting & Printing 7 8. Type a name for the exported file in the File name field. 9. Click Save. 10. Click Close when prompted that the export is complete. NOTE: Only text data will be exported. Neat cannot export images into Quicken. A NOTE ABOUT QUICKEN FILE FORMATS Different versions of Quicken use different file formats, such as QFX, QIF, and QDF. Neat only uses QIF file formats.
Exporting, Reporting & Printing 7 Importing Your Quicken Account to Neat 5 If you are exporting to a Quicken account for the very first time, you will need to facilitate the connection between Quicken and Neat 5 by importing an account. 1. During the Neat 5 export, when prompted to select a Quicken Account, click Manage Quicken Accounts. 2. Click Import. 3. Navigate to and select the .QIF file you want to import. 4. Click Open. 5. Click OK in the Success dialog box. 6.
Exporting, Reporting & Printing 7 Exporting to TurboTax 1. In the Folder Navigation pane, navigate to and select the folder or items you want to export to TurboTax. 2. From the Export menu, choose TurboTax. 3. From the TurboTax submenu, choose Selected Folder (to export an entire folder of receipts) or choose Selected Items (to export only selected receipts). 4. Under the Select Date Range heading choose a year and period. 5.
Exporting, Reporting & Printing Chapter 7 Exporting, Reporting & Printing 7 130
Exporting, Reporting & Printing 7 Exporting to vCard (Contacts Only) To quickly sync a small number of contacts with MS Outlook or to export to other contact management applications, you can export them as vCards. 1. In the Folder Navigation pane, navigate to and select the folder containing the contacts you want to export to vCard. 2. From the Export menu, choose vCard. 3.
Exporting, Reporting & Printing 7 Syncing Contacts with Outlook To sync your contacts with Outlook, you must first configure how you want the contacts to be synchronized. CONFIGURING THE SYNC 1. Choose Sync with Outlook Configuration from the Settings menu. Sy nc w it h Out look Configura t ion 2. Make a selection under the Direction of Sync heading.
Exporting, Reporting & Printing 7 SYNCING 1. Choose Sync with Outlook from the Tools menu. A progress bar displays where you are in the process. The greater the number of contacts to be synchronized, the longer the process will be. 2. If new contacts are going to be created in Neat as a result of the synchronization process, a dialog box will prompt you to choose (or create) a folder where the new contacts will be stored. Select a folder and then on OK.
Exporting, Reporting & Printing 7 NEAT 5 TO OUTLOOK FIELD MAPPINGS The table below shows how Neat 5 fields are mapped to Outlook fields.
Exporting, Reporting & Printing Reporting Neat provides a report wizard to walk you through the four steps of creating a report. NOTE: Reports contain only receipt data; other items are excluded.
Exporting, Reporting & Printing 7 Creating an Expense Report An expense report typically contains expenses that an individual has incurred as a result of the business operation. For example, if a business owner travels to another location for a meeting, the cost of travel, the meals, and all other expenses incurred would be included on the expense report. These expenses are considered business expenses and may be tax deductible. 1. Click Report. 2. Choose Create New Report. The Report Wizard opens.
Exporting, Reporting & Printing 7 Expe nse Re port Wiza rd St e p 2 1. The default report paper size is 8.5” x 11”. To choose a different size, select one from the Paper Size dropdown menu. 2. The default report orientation is portrait. To choose landscape, click Landscape in the Layout dropdown menu. 3. Type a title for the report in the Title field. 4.
Exporting, Reporting & Printing 7 Expe nse Re port Wiza rd St e p 3 6. Click Add Filter and then choose the desired parameters from the filters provided. For example: If you are looking for a specific receipt amount, choose Amount from the field dropdown list, a mathematical operator from the operator list and then type an amount in the field provided.
Exporting, Reporting & Printing 7 Expe nse Re port Wiza rd St e p 4 10. Review the report. Use the scroll bar on the right side of the window to scroll up and down Use the Next Page and Previous button to move from page to page Use the First Page and Last Page buttons to move to the first and last pages Use the Zoom dropdown menu or icons to make the report larger or smaller 11. Click Print to print the report. 12. Click Save As to save the report and then choose the appropriate format.
Exporting, Reporting & Printing 7 Creating a Spending Report A spending summary report lets you view expenses grouped by whatever field you choose. Within each group expenses are then summarized by whatever other field you choose, displaying the number of expenses and a total for each value. 1. Click Report. 2. Choose Create New Report. The Report Wizard opens. Spe nding Re port Wiza rd St e p 1 In Step 1 of the Report Wizard you will choose a report type. 3. Click on Spending. 4. Click Next Step.
Exporting, Reporting & Printing 7 Spe nding Re port Wiza rd St e p 2 5. The default report paper size is 8.5” x 11”. To choose a different size, select one from the Paper Size dropdown menu. 6. The default report orientation is portrait. To choose landscape, click Landscape in the Layout dropdown menu. 7. Type a title for the report in the Title field. 8.
Exporting, Reporting & Printing 7 Spe nding Re port Wiza rd St e p 3 10. Click Add Filter and then choose the desired parameters from the filters provided. For example: If you are looking for a specific receipt amount, choose Amount from the field dropdown list, a mathematical operator from the operator list and then type an amount in the field provided.
Exporting, Reporting & Printing 7 Spe nding Re port Wiza rd St e p 4 14. Review the report. Use the scroll bar on the right side of the window to scroll up and down Use the Next Page and Previous button to move from page to page Use the First Page and Last Page buttons to move to the first and last pages Use the Zoom dropdown menu or icons to make the report larger or smaller 15. Click Print to print the report. 16. Click Save As to save the report and then choose the appropriate format.
Exporting, Reporting & Printing 7 Creating a Tax Report If you use Neat 5 for tax purposes, it is a good practice to assign tax categories to receipts and other tax-related documents that you scan. This can save you some time and work during tax season. The default value for the tax category field is “No form::Non-deductible.” Neat 5 provides a list of over 100 pre-defined tax categories commonly used in the US and Canada.
Exporting, Reporting & Printing 7 In Step 1 of the Report Wizard you will choose a report type. 3. Click on Tax. 4. Chose a type of report from the dropdown menu next to Tax (Tax Category Report, Sales Tax Report or Tax Form Report). 5. Click Next Step. In Step 2 of the Report Wizard you will set report options. T a x Re port Wiza rd St e p 2 6. The default report paper size is 8.5” x 11”. To choose a different size, select one from the Paper Size dropdown menu. 7.
Exporting, Reporting & Printing 7 Under Sort By dropdown, choose a field to sort the report by Under Sort Order dropdown choose Ascending or Descending 10. Click Next Step. In Step 3 of the Report Wizard you will further refine the report options (optional). T a x Re port Wiza rd St e p 3 11. Click Add Filter and then choose the desired parameters from the filters provided.
Exporting, Reporting & Printing TIP: 7 To delete a filter, click Delete Filter. 13. Click Go to preview the report data. 14. Click Next Step. In Step 4 of the Report Wizard you will preview and then export the report. T a x Re port Wiza rd St e p 4 15. Review the report.
Exporting, Reporting & Printing 7 prompted for a save location. 18. Click the Close button (X in the top right corner) to close the report.
Exporting, Reporting & Printing 7 Printing Any item in your database can be printed. Printing an Item (Receipts, Contacts, Documents) 1. Right-click on the item you wish to print and choose Print. The Print dialog box opens. 2. Select a printer and set your printer preferences. 3. Click Print. Printing a Report 1. Right-click on the report you want to print and choose Print. The Print dialog box opens. 2. Select a printer and set your printer preferences. 3. Click Print. Printing an Image 1.
Exporting, Reporting & Printing 7 A clean, calibrated scanner is a happy scanner! Keeping your scanner clean is an important part of scanner maintenance. Dust and other obstructions on the scanner lens can cause streaks on scanned images and potentially impact the accuracy of the scanned images. The cleaning process will remove flecks of dust or small pieces of paper that have been caught in the scanner, which will in turn improve the quality of your scans.
Scanner Maintenance 8 Maintaining the Neat Mobile Scanner A clean, calibrated scanner is a happy scanner! Keeping your scanner clean is an important part of scanner maintenance. Dust and other obstructions on the scanner lens can cause streaks on scanned images and potentially impact the accuracy of the scanned images. The cleaning process will remove flecks of dust or small pieces of paper that have been caught in the scanner, which will in turn improve the quality of your scans.
Scanner Maintenance 8 USING THE WET CLEANING PAPER Only use the wet cleaning paper if you've already tried cleaning with the dry cleaning paper and have not had optimal results. 1. Remove the alcohol cleaning paper from its packet and unfold the paper fully. 2. Feed the paper into the scanner, just as you would a receipt. 3. In the Scan Settings menu, click Clean.
Scanner Maintenance 8 Calibrating the Neat Mobile Scanner Calibrating the Neat Mobile Scanner 1. Remove the calibration paper from its special pocket in the Welcome Kit. NOTE: Be certain to use the calibration paper, and not the cleaning paper. The cleaning paper resembles a dryer sheet, while the calibration paper is a thin, white piece of paper.
Scanner Maintenance 8 3. Load the calibration sheet into the scanner as shown in the Calibrate Neat Mobile Scanner dialog box. 4. Click Calibrate. An alert box will let you know when calibration is complete. Important: Store the calibration paper in its special pocket in the Welcome Kit for safekeeping. TIP: If you still notice that scans appear faint or don't look quite right, you may repeat the calibration process.
Scanner Maintenance 8 Maintaining the Neat Desktop Scanner A clean, calibrated scanner is a happy scanner! Keeping your scanner clean is an important part of scanner maintenance. Dust and other obstructions on the scanner lens can cause streaks on scanned images and potentially impact the accuracy of the scanned images. The cleaning process will remove flecks of dust or small pieces of paper that have been caught in the scanner, which will in turn improve the quality of your scans.
Scanner Maintenance 8 4. Clean the feed roller & paper pad. as follows: Gently push the paper pad mechanism to the left and lift it gently until you feel resistance. (Figure 2b) and then squeeze both sides of the paper pad mechanism and gently pull it out. (Figure 2c) Clean the paper pad mechanism. Be careful not to bend the metal tab. Wipe the feed roller from side to side and then rotate it.
Scanner Maintenance 8 is cleaned. (Figure 2d) Replace the paper pad mechanism. Be sure you hear the paper pad mechanism ‘click’ back into place. 5. Clean the lower glass imager by gently wiping over the length of the glass image. (See Figure 2 above) Be extremely careful not to catch the plastic tab with your cloth. Do NOT spray isopropyl alcohol or any other solvent into the scanner or anywhere on the scanner. 6. Clean the upper glass imager by gently wiping over the length of the glass image.
Scanner Maintenance 8 Calibrating the Neat Desktop Scanner Calibrating the Neat Desktop Scanner 1. Remove the calibration paper from its special pocket in the Welcome Kit. NOTE: Be certain to use the calibration paper, and not the cleaning paper. The cleaning paper resembles a dryer sheet, while the calibration paper is a thin, white piece of paper.
Scanner Maintenance 8 3. Load the calibration sheet into the scanner as shown in the Calibrate Neat ADF Scanner dialog box. 4. Click Calibrate. An alert box will let you know when calibration is complete. Important: Store the calibration paper in its special pocket in the Welcome Kit for safekeeping. TIP: 159 If you still notice that scans appear faint or don't look quite right, you may repeat the calibration process.
8 Scanner Maintenance It is a good idea to back up your Neat 5 database on a regular basis. This way, if anything happens to your computer, your data is safe. This method can also be used when moving to a new computer. Backing Up the Database 1. Click the Tools menu. 2. Choose Database. 3. Choose Offline Backup. The Back Up Database to File dialog box opens. Ba c k Up Da t a ba se Dia log Box 4. Navigate to and open the folder in which the backup should be saved. 5.
9 Backing Up the Database Restoring the Database 1. Click the Tools menu. 2. Choose Database. 3. Choose Offline Restore. The Open dialog box opens. Ope n Dia log Box 4. Navigate to and open the folder where your backups are saved. Neat 5 backup files have a .nbak file extension. 5. Select the backup file. 6. Click Open.
© 2 0 1 1 T he N eat C o.. A ll rights res erved. P roduc t and c ompany names mentioned in this manual may be trademarks or regis tered trademarks of their res pec tive c ompanies . M ention of third- party produc ts is for informational purpos es only and c ons titutes neither an endors ement nor a rec ommendation. T he author as s umes no res pons ibility with regard to the performanc e or us e of thes e produc ts .
