User Manual

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Chapter 1 Welcome to Neat 5 Help
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Welcome to Neat 5 Help
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.
You can:
Scan directly into a specific folder
Create subfolders within folders
Save different items types in a single folder
Click here for more on working with folders
Smart Filters
Smart Filters serve as shortcuts to convenient item groupings, including View All (which displays
all items in the cabinet), Recently Added Items (items added to the cabinet in the past three
days) and Unreviewed (items you have not yet reviewed in Details View or Grid View for more
than 2 seconds.
Click here for more on Smart Filters
Import a Web Receipt, Email or Document Directly into Neat 5
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.
Click here for more on Importing
Enhanced Direct Export to QuickBooks
Enhanced direct export to QuickBooks now includes customer & job information.
Click here for more on direct export to QuickBooks