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NeatReceipts Professional User Guide
Quick! How Do I...
Install NeatReceipts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
Scan my first receipt? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Improve scanned receipt images? . . . . . . . . . . . . . . . . . . . . . .21
Delete a receipt image? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Save a receipt image as a graphic file? . . . . . . . . . . . . . . . . . .27
Find the last few receipts I scanned? . . . . . . . . . . . . . . . . . . . .31
Find a receipt I scanned last month? . . . . . . . . . . . . . . . . . . . .31
Print a receipt image? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Split a receipt into multiple transactions? . . . . . . . . . . . . . . . . .37
Export (share) a receipt? . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Edit a vendor name? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Edit a list? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Create a new Folder? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Find a Folder I created a few months ago? . . . . . . . . . . . . . . . .62
Export/Share a Folder? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Run a Folder Report? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Scan a business card? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Save a business card as a graphic file? . . . . . . . . . . . . . . . . . .86
Edit contact information? . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Add a photo to a contact? . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
Find a contact? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Exchange Contacts with Plaxo? . . . . . . . . . . . . . . . . . . . . . . . .99
Exchange Contacts with MS Outlook? . . . . . . . . . . . . . . . . . . . .99
Assign a Receipt to a Tax Catgory? . . . . . . . . . . . . . . . . . . . .104
Generate a Report in the Tax Organizer? . . . . . . . . . . . . . . . .107
Use the Tax Assignment Wizard? . . . . . . . . . . . . . . . . . . . . . .111
Scan a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
Find a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Print a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133
Use the NeatReceipts Copier? . . . . . . . . . . . . . . . . . . . . . . . .140
Backup the NeatReceipts database? . . . . . . . . . . . . . . . . . . . .141
NeatReceipts Professional User Guide
Copyright ©2007 NeatReceipts - All rights reserved.
This manual may not be copied, photocopied, reproduced, translated,
or converted to any electronic or machine-readable form in whole or in
parts without prior written approval of NeatReceipts.
NeatReceipts • 1-866-NEATREC • sales@neatreceipts.com
3401 Market St., Ste. 120, Philadelphia, PA 19104
Guide written and designed by Karin Rex / ComputerEase (rex@karinrex.com).
Welcome to NeatReceipts Professional
NeatReceipts Professional is the only all-in-one combination
scanner/software that scans and reads receipts and
business cards quickly and accurately.
SCANS
• Captures digital images of receipts, business cards and
almost any other document
ANALYZES
• Proprietary interface pulls key information from receipts
and business cards
ORGANIZES
• Easily exports data to: Quicken, QuickBooks, Microsoft
Money, Excel, Outlook, PDF and more
• Tracks and manages personal and business information
• Tax Organizer groups tax related receipts for tax
preparation
Get organized.