Understanding And Modifying User Rules; System Rules; Modifying User Rules - The Neat Company Desktop Scanner NeatReceipts User Manual

Understanding and Modifying User Rules

Th e NeatWorks program employs a few simple user rules that help to automate the
sc anning process and customize your own experience of the software. These rules
ca n be personalized to suit your needs. There are four main categories of user rules:
Auto-Populate Rules:
au tomatically populated with the values f
default payment type for those instances where the payment type used was u
to be determined.
Restaurant Receipt Rules:
automatically taken on the subtotal of
Amount. Optionally, you can choose to have the subtotal rounded to the near
dollar before the tip is applied.
Rate Per Mile Rules:
A uto omment. The default is 0.35 c

System Rules:

There are two o
button for "Don't Show Th
u pd es." at
• First, when using N
pop-up tips associated with them; the
them that says "Don't Show This Tip Again." If you select the checkbox, the tip
will no longer appear when you use the feature associated with it. However, if
you later decide that you do want to start seeing these tips again, you can click
Reset
the button in the System Rules section. Clicking
tips, allowing them to appear
• Next, you can decide whether or not you want NeatWorks to display a
notification when major updates are available. Leaving this checkbox selected
enables this feature, while desel
means NeatWorks will not display update notificat
M od ying User Rules if
Rules can and should be personalized to suit your needs. To modify them
th fo e llowing:
1. Fr om the Toolbar, choose Personalize > Rules.
T he Personalize dialog box opens with the Rules tab selected
(pictured below). A checkmark next to a rule indicates that the rule
is enabled; no checkmark indicates that the rule is disabled.
If checked, when a new row is created its cells are
rom the previous row. You can also select a
When checked, a tip of 15% (default) is
restaurant receipts and added to calculate the
This rule let s you specify the rate per mile used for a Fuel-
.
ptions in the System Rules section: the
is Tip Again" messages, and the checkbox for "Show major
eatWorks, you will often notice that certain features have
se tips each have a checkbox next to
when using certain features.
ecting the checkbox disables the feature, which
Reset
Reset
will reset the
ions.
nable
est
, do
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