User Manual

6
Chapter 2 Getting Started with Neat 5
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.
#
Task & Link
Description/Benefit
1
Creating a PDF file
Scan a document directly to a PDF file that can be
shared via email
2
Scanning receipts
Scan a receipt and capture key information in the
Neat 5 database
3
Importing PDF Receipts
Import an existing electronic receipt and capture key
information in the Neat 5 database
4
Creating an Expense Report
Create a report to track business expenses
5
Tracking Expenses
Track and organize expenses
6
Exporting Data to Financial
Applications
Export expense data from Neat 5 into Excel,
Quicken, QuickBooks or Turbo Tax
7
Scanning bank statements, bills,
credit card statements
Scan bank statements, bills credit card statements
and other such documents and capture key
information in the Neat 5 database
8
Syncing Contacts with Outlook
Synchronize your Neat 5 contacts with your Outlook
contacts
9
Organizing Personal Docs
(Recipes, Articles, Warranties)
Scan the documents you use most so save clutter
10
Creating Tax Reports
Create a tax report to maximize your tax savings