Page 1: Table Of Contents
Welcome to NeatWorks for Mac v3.5. This help ﬁle explains the following NeatWorks for Mac concepts and tasks: Scanning Items into NeatWorks! How to Save Your Scanned Information! Working with the Inbox! Creating a Cabinet! Creating Folders! How to Set Your Preferences! Using Different Views! Customizing the Default Field List! Create or Modify Fields!
Page 2 Adding New Documents and Receipts to a Folder! How to Delete Items from a Folder! Splitting a Receipt into Multiple Transactions! Combining Receipts! Working with the Address Book! Browsing for Information in NeatWorks! Searching in NeatWorks! Creating Smart Folders! Quick Look Functionality! Recover Items! Printing to NeatWorks! How to Print to NeatWorks from Other Applications!
Page 3: Scanning Items Into Neatworks
Scanning Items into NeatWorks To scan an item: • Place the receipt, document or business card face down (face up for the NeatDesk ADF scanner) in the scanner. • Click the Scan toolbar button in the top left corner of the screen. (If you click and hold this button instead, a list of color and black and white scanning options displays for you to choose.) •...
Page 4: How To Save Your Scanned Information
• You can also select one of the following from the menu: Scan > Scan New Item, or Scan > Scan Additional Page. In addition, you can choose to scan the item directly to a PDF ﬁle in color or black and white, and with or without OCR.
Page 5: Working With The Inbox
Working with the Inbox If your scan destination was “Inbox,” your scanned items will display there so that you can verify, edit and/or add notes before ﬁling them in the appropriate folder. Note: You can drag and drop items from the inbox or any folder into the appropriate folder.
Page 6: Creating Folders
Cabinet and search across all folders within it, but the search would not return any information from the Business Cabinet. Note: NeatWorks is fully integrated with the Apple Spotlight search utility. Spotlight can be used for general searches across all NeatWorks cabinets.
Page 7: How To Set Your Preferences
• Click the "+" button in the bottom left corner of the screen, or go to File > New > Folder. • The Folder Properties sheet drops down for you to complete. You can enter the name of the Folder, the item type (document, receipt or contact), and choose a custom icon that identiﬁes the Folder.
Page 8: Using Different Views
Using Different Views • In all views, you'll continue to see your Cabinet and folders along the left side of the screen. If you have the Browse feature activated, you will also continue to see the Browsing pane included above each of these views. To select a particular view, click the buttons on the View toolbar along the top of the screen, or use the View menu.
Page 9 • Click the Report Icon at the top center of your screen to open the Report View. • By checking the box at the top of the Report View, you can choose to restrict your report to a particular date range by checking the box next to “restrict the dates”...
Page 10: Customizing The Default Field List
To include a cover page, select the Cover Page tab of the Report Options view. Then check the box next to “Include Cover Page.” You can edit the values for Title, Name, Date, Company, and Notes. You can use special tokens in these text boxes which will automatically ﬁll relevant information into the ﬁelds.
Page 11 The feature will prompt you with the question, “Set Fields Shown as Default for This Cabinet Only?” • Choosing “This Cabinet Only” will apply to all Receipt items in the Cabinet which have not already been customized. • Choosing “This Cabinet and Others” will apply the changes to the current Cabinet and all future Cabinets.
Page 12: Create Or Modify Fields
Create or Modify Fields The Create or Modify Fields feature allows you to edit values for an entire Cabinet. You can add to the existing Fields List or add a Value to a Field. Creating a Field • Select the Documents/Receipts/Contact drop-down menu or use the green up and down arrows at the top right of the Table View to elicit the drop-down menu.
Page 13: Customizing Table Fields
Note: Once you create a new User-Deﬁned Field, that option will then show up in the drop-down menu. Modifying a Field • To edit a ﬁeld, select the Documents/Receipts/Contact drop down menu or use the green up and down arrows at the top right of the Table View to elicit the drop-down menu.
Page 14: Using The Item Editor
• Select Document, Contacts or Receipt from the drop-down menu to the right of the Notes ﬁeld. > • Click Document Fields or Receipt Fields and highlight the ﬁelds you want from the list that displays. Note: Table column sets, width, and ordering are preserved for each folder.
Page 15: Creating Expense Reports
• The Editor window provides a detailed view of the item. You can rotate it, zoom in or out, crop, and view multiple pages (if the item is more than one page long). You can also crop the item by using your mouse to deﬁne an area and then selecting Crop.
Page 16: Saving The Expense Report
window. You can set the number of images per page and whether to include the ﬁeld values associated with each item. • To include a cover page, select the Cover Page tab of the Report Options view. Then check the box next to “Include Cover Page.” You can edit the values for Title, Name, Date, Company, and Notes.
Page 17: Saving The Expense Report Template
Saving the Expense Report Template • Click the drop-down menu to access the Expense Report Template. Select “Save Customized Expense Report” to use the current template as a template for future reports. You will be saving changes to the Table View, including changes to the width of the ﬁelds, and any options you selected in the Report Options tab.
Page 18: How To Delete Items From A Folder
• The new receipt or document displays in the viewing pane on the right side of the screen. Note: The way in which your new item displays will depend on which view you selected. For more information, see Learning to Use Different Views How to Delete Items from a Folder You may delete any items from a Folder if you no longer need them.
Page 19: Combining Receipts
• Click Continue to combine the items and discard the secondary item's data. Working with the Address Book You can use the Address Book to: • Capture Contact information • Scan and ﬁle business cards • Auto-sync with the Apple Address Book • Synchronize contacts with your iPhone...
Page 20: Browsing For Information In Neatworks
To learn more about scanning contacts, See Scanning Browsing for Information in NeatWorks You can Browse and Search for information in NeatWorks for Mac. • While the Search feature will return information for speciﬁc searches across all folders in a cabinet, the Browse feature enables you to ﬁlter that search by your desired criteria.
Page 21: Searching In Neatworks
To browse, Click the Browse button in the toolbar at the top right of the screen. The Browsing pane will then open, comprising the top pane of your view, regardless of which view you have activated. • To deactivate the Browsing pane, just click the Browse button again.
Page 22: Creating Smart Folders
Save button. Your saved search displays under Smart Folders link on the left side of the screen. • To ﬁlter your search, use the browse feature. Note: NeatWorks is fully integrated with the Apple Spotlight search utility. Spotlight can be used for general searches across all NeatWorks cabinets.
Page 23: Quick Look Functionality
• To create a Smart Folder using the Search function: • Type a term such as "Meals" or "Fuel" in the Search bar at the top right. • A window appears below showing the receipts, documents and contacts that match that criteria. •...
Page 24: How To Print To Neatworks From Other Applications
• The following pages show the ﬁrst page of each item, along with ﬁeld values. The item pages are reduced in size when necessary so that at least two items ﬁt on each page. How to Print to NeatWorks from Other Applications The print to NeatWorks capability allows you to quickly add Web Receipts or any other digital documents to your NeatWorks Cabinet.
Page 25 • Select the Quicken tab and choose a quicken account to export the data to. • Note: You can create a new Quicken account by clicking the Manage Quicken Accounts... button. In the drop-down screen, click on the + sign to create a new Quicken account. •...
Page 26: Working With The Neatdesk Adf Scanner
be in the Transactions to be Approved section of the Quicken register. Working with the NeatDesk ADF Scanner The NeatDesk ADF Scanner enables you to simultaneously scan multiple page and double-sided items. To scan items with the NeatDesk ADF scanner: •...
Page 27 • You can also set the default action preferences for the SCAN and PDF buttons on your NeatDesk ADF Scanner. • To scan multiple pages as a single item select Combined - Item With All Pages.
Page 28 • To scan double-sided pages select Double-Sided. • Press the Scan button on your scanner. • The image will then appear in the Image Viewing pane in the middle of the screen. • Tips for using the NeatDesk ADF Scanner: •...
Page 29: Working With Third-Party Scanners
Working with Third-Party Scanners NeatWorks for Mac is compatible with the following third-party scanners and multi-function printers: Fujitsu ScanSnap (S300, S510, S1100, S1300 and S1500), Canon Pixma MX310, Canon Pixma MP480 and HP OfficeJet J6480. For speciﬁc instructions on setting up the supported scanners to work with NeatWorks for Mac go to NeatWorks Third-Party Scanners.
Page 30: Neatworks For Mac Support
Cleaning To remove non-sticky dirt such as dust ﬂecks and ﬁbers, use the traditional, dry cleaning sheet. For sticky or gummy substances, use the alcohol cleaning sheet. Do the following for both kinds of cleaning sheets: • Remove the cleaning paper from the Scanner box and feed the cleaning sheet into the scanner, just as you would a document.
Page 31 Hide Others Option-Command-H Quit NeatWorks Command-Q File menu shortcuts New Receipt Command-N Open Command-O Close Command-W Save Command-S Save As Shift-Command-S Page Setup Shift-Command-P Print Command-P Edit menu shortcuts Undo Command-Z Redo Shift-Command-Z Command-X Copy Command-C Paste Command-V Paste and Match Style Option-Shift- Command-V Select All...
Page 32 Scan menu shortcuts Scan New Item Command-T Scan Additional Page Command-Y Black and White Option-Control-B View menu shortcuts Item View Command-1 Icon View Command-2 Report View Command-3 Show Browser Command-4 Show Table Command-5 Item Editor Shift-Command-1 Next Page Command--> Previous Page Command-<- Go to Page Option-Command-G...
Page 33 Underline Command-U Zoom In Command-+ Zoom Out Command-- Show Colors Shift-Command-C Copy Style Option-Command-C Paste Style Option-Command-V Larger Font (for rich Command-Option-+ text) Smaller Font (for rich Command-Option-- text) Window menu shortcuts Minimize Command-M Command-M...

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