Cani Edit Vendor Names And Other Lists?; Overview Of Vendor Names And Lists - The Neat Company Desktop Scanner NeatReceipts User Manual

Can I edit vendor names and other lists?
Y es, NeatWorks makes it easy for you to edit vendor names and other lists, and this
section will help you with the following, related tasks:
• Add an item to a list
• Edit an item in a list
• Delete an item in a list

Overview of Vendor Names and lists

You can edit the values in the dropdown lists for the following columns:
• Folder Type
• Folder Label
• Ve ndor
• Project
• Purpose
• L ocation
• Client
• Category
N ote:
The Folder Type, Vendor, and Category lists come pre-loaded with popular
ch oices that you can add to or edit. The Payment Type list comes pre-loaded with
va lues that you can add to (but not edit). The other Lists are blank until you do one
o f the following:
Personalize > Lists
• Use the
a List.
• Type a unique entry in one of the above l
dialog box (pictured below) to add an entry to
isted columns.
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