Saving A Report; Can I Personalize Columns And Fields?; Showing And Hiding Grid Columns - The Neat Company Desktop Scanner NeatReceipts User Manual

Saving a Report

To save a report, do the following:
1. Select a file type from the
Go
2. Click .
3. Navigate to the folder you want to save the file in.
4. Type a name in the
Save
5. Click .

Can I personalize columns and fields?

NeatWorks allows you the flexibility of being able to modify column headings in the
folder and receipts grids as well as field names on the User Profiles tab (Information
Tabs).
You will find the following topics addressed in this section:
• Showing / Hiding Grid Columns
• Information Tabs
• Moving Columns
• Resizing Column Widths
• Modifying a Column or Field Name
• Understanding and Modifying the User Profile

Showing and Hiding Grid Columns

By default, not all columns are displayed in the Folders grid. You can choose to show
or hide columns as needed.
Tools
1. From the
Columns
.
2. Select an unchecked item in the menu to add it to the grid, or
3. Select a checked item in the menu to remove it from the grid. You can always
add it back later.
Save/Export Report As
File name
field.
Show/Hide Columns > Folder
menu, choose
dropdown list.
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