User Manual

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Chapter 6 Working with Your Items
6
Working with Your Items
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. Choose the number of splits required from the number dropdown list (the maximum is 10).
5. Specify how you want the expense split as follows:
To split the expense equally, click Split Equally
To specify a specific amount or percentage, use the fields provided
6. Choose a category for each item from the Category dropdown menu.
7. Click OK.