Moving A Split Receipt To Another Folder; What Are Scan To Pdf And Export To Pdf? - The Neat Company Desktop Scanner NeatReceipts User Manual

Neat company portable scanner user guide
Table of Contents

Advertisement

OK
5.
Click on the
items and each item will be shown in its own row. An identifying number will
automatically be generated in the Split ID column of the Receipts Grid so you
can easily identify which items belong to the split receipt.

Moving a Split Receipt to Another Folder

You can also move a split receipt to a different folder. To do so:
1.
Select the receipt row(s) you want to move.
Move
2.
Select the
3.
Select the folder you want to move the receipt row(s) to.
Select
4.
Click
.

What are Scan To PDF and Export To PDF?

You can use Export To PDF to create searchable or non-searchable PDFs from items
you already have in NeatWorks. Export To PDF has two options that are discussed in
this topic: Export To PDF (Report), and Export To PDF (Searchable); these options
are accessed via the Export To button on the toolbar, as shown below.
This topic answers some common questions about these PDF features. To learn more
Export To PDF
about the
Scan To PDF
, see
What are the advantages to using Export To PDF (Searchable) and Scan To
PDF?
Export To PDF (Searchable)
to as a "living" PDF. There are several advantages to creating a living PDF:
The PDF is searchable, which means you can search anywhere within the text
of the PDF.
button. The receipt will be split into the designated number of
link on the upper right side of the Receipt grid.
options, see
Using Scan to
PDF.
Scan To PDF
and
Using Export To
PDF. To learn more about
both produce what is referred
14

Hide quick links:

Advertisement

Table of Contents
loading

Table of Contents