Create Or Select A Folder; To Create A New Folder; To Open A Folder; Verify Data And Add A Vendor Name - The Neat Company Desktop Scanner NeatReceipts User Manual

3.
Place a receipt in the scanner and scan
4.

Verify data and add a vendor name

5. Adjust your image

Create or Select a Folder

After scanning a receipt (see
"container" into which your receipts will be scanned, stored, and organized. In
NeatWorks, all receipts are filed into Folders.
A Folder is simply an electronic version of a physical filing cabinet. You can create
and use folders to track a variety of expenses. For example, you might create
separate folders to track expenses for a business trip, office supplies, a family
vacation, and a home improvement project. You can manage your groceries, school
supplies, or medical expenses using separate folders.

To Create a New Folder:

You can create a new folder by performing these steps:
1. If you are in the Inbox, click
2. On the Create New Folder screen that displays, enter the Folder Name, Type,
and Label.
Save
3. Click .
Or, if you are in the Receipts organizer, you can click
toolbar.

To Open a Folder:

1. If you are in the Inbox, click
2. On the Choose a Folder screen that displays, select the desired folder.
Select
3. Click .
Or, if you are in the Receipts organizer, you can select an existing folder by clicking
the desired folder on the Folders Grid.
Verify Data and Add a Vendor Name
Each time a receipt is filed into a folder, a new row is added to the Receipts Grid. Key
data from the receipt is then automatically placed into the appropriate columns
within the row. NeatWorks attempts to read the following fields:
Using the Quick Scan
New.
Choose
.
Center), you need to select the
New > Folder
on the
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