Get Organized.
NeatReceipts Professional User Guide NeatReceipts Professional User Guide Quick! How Do I... Install NeatReceipts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Scan my first receipt? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Improve scanned receipt images? . . . . . . . . . . . . . . . . . . . . . .21 Delete a receipt image? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26 Save a receipt image as a graphic file? . . . . . . . . . . . . . . . . . .
NeatReceipts Professional User Guide Table of Contents NeatReceipts Professional User Guide Section 4: Mastering Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 Section 1: Read This Section First . . . . . . . . . . . . . . . . . . . . . . . . . .7 About Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 Why Should I Read This Section First? . . . . .
Section 1 NeatReceipts Professional User Guide Section 7: Using the Document Organizer . . . . . . . . . . . . . . . . . .115 About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115 About the Document Organizer . . . . . . . . . . . . . . . . . . . . . . . . . .115 Accessing the Document Organizer . . . . . . . . . . . . . . . . . . . . . . .116 Exploring the Document Organizer . . . . . . . . . . . . . . . . . . . . . . . .116 Scanning a Document . . . . . . . . . .
NeatReceipts Professional User Guide About NeatReceipts Professional If you are buried in a pile of receipts as you read this, NeatReceipts Professional will help you climb out. NeatReceipts Professional can help you maintain an official record of both work-related and personal expenses.
Getting Started Section 2 NeatReceipts Professional User Guide WARNING: Do not plug in scanner until prompted to do so during installation. 4. NeatReceipts Scanner Prompt NOTE: During installation you may see one or more Digital Signature Not Found alerts. In each case, click YES to continue the installation. About This Section 5. Section 2: Getting Started walks you through installing the program, connecting the scanner, touring the scanner, and scanning your first receipt.
NeatReceipts Professional User Guide NeatReceipts Professional User Guide Choosing the NeatReceipts View Mode 3. Advanced Find Provides a method for locating saved receipts and folders. In addition to date searches, you can search by project, amount, payment type, category, vendor tax category, client (Business & Personal view only), and others. Folders Grid Allows you to create and manage Folders. By default, not all columns are displayed in the Folders grid.
NeatReceipts Professional User Guide NeatReceipts Professional User Guide Scanning Your First Receipt Before scanning for the very first time, you will need to calibrate your scanner. Choose Scan > Calibrate NeatReceipts Scanner and follow the onscreen instructions. Scanning your first single-sided receipt involves three simple tasks, as shown in the graphic below: A. Create or select a Folder B. Scan a receipt into the Folder C. Verify data / Add a vendor name B.
NeatReceipts Professional User Guide C. Verify data / Add a vendor name Each time a receipt is scanned into a Folder, a new row is added to the Receipts Grid. Where possible, key data from the receipt is automatically placed into the appropriate columns within the row.
