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Section 6: Using the Tax Organizer details how to let the
NeatReceipts Tax Organizer group tax related receipts.
Section 7: Using the Document Organizer covers working with
documents, including scanning, editing, sorting, finding,
printing, combining, emailing, exporting, and more.
Everyone should review this section.
Section 8: Appendix contains information on backing up and
restoring the NeatReceipts database, checking for
software updates, and getting help with NeatReceipts
Professional.
Software Conventions
NeatReceipts lets you use a variety of conventions for selecting
commands including the following:
• pull-down menus
• right-clicking (shortcut menus)
• icons
• buttons
As with other programs, there is usually more than one way to work,
so don’t be afraid to explore the possibilities!
Manual Conventions
Throughout the manual, menu and submenu choices are specified by
using a right angle bracket (>) to separate each command. Help >
NeatReceipts on the Web > Support would indicate that you would
first choose NeatReceipts on the Web from the Help menu and then
choose Support from the NeatReceipts on the Web submenu.
Where Can I Find Additional Information?
In addition to this user guide, there are other ways for you to learn
more about this program.
Help Files Choose NeatReceipts Help from the Help file
to access a searchable help database.
Setup Instructor Choose Help > NeatReceipts Setup
Instructor.
Troubleshooting A general troubleshooting FAQ can be found by
choosing Help > NeatReceipts on the Web >
Support. A Scanning & Image Troubleshooter can
be found by choosing Help > Scanning & Image
Troubleshooter.
Support Choose Help > NeatReceipts on the Web >
Support.
Updates Choose Help > Check for Updates.
User Guide You are here!
NeatReceipts Professional User Guide
Section 1: Read This Section First
9
About NeatReceipts Professional
If you are buried in a pile of receipts as you read this,
NeatReceipts Professional will help you climb out.
NeatReceipts Professional can help you maintain an
official record of both work-related and personal
expenses. NeatReceipts Professional
features the Receipt Organizer,
which is used to organize receipts and
finances, the Business Card Organizer, which is
used to quickly extract and organize contact
information from business cards, the Tax
Organizer, which is used to group tax-related receipts
for tax preparation, and the Document Organizer, which is used for
saving non-financial papers such as warranties and recipes.
About this User Guide
This user guide has been carefully designed to help you install and use
the program quickly and easily. It’s written in a conversational tone to
put you at ease. [Insert deep breath here.] At times, you may even be
slightly amused. Don’t let this worry you -- it doesn’t mean you can’t
take us seriously; it just means that we’ve read a few manuals
ourselves and know how overwhelmingly indecipherable and boring
they can be. Our program is different, and so is our manual.
How this User Guide is Organized
There are 8 sections in this user guide. You are currently reading
Section 1: Read this First. (Thank you for following directions!) The
remaining sections are described in the table below:
Section 2: Getting Started tells you exactly what to do to install
the program and scan your first receipt. DO NOT
SKIP THIS SECTION as it is important that you
complete the installation in the correct order.
Section 3: Working with Receipts gets you into the nitty gritty of
scanning receipts, including scanning, editing,
personalizing, sorting, finding, printing, emailing,
exporting, and more. Everyone should review this section.
Section 4: Mastering Folders covers every aspect of creating and
working with Folders, including saving, finding, modifying,
editing, printing, deleting, sorting, emailing, and more.
Review this section to understand how to use the
program for everyday management of receipts and
finances.
Section 5: Using the Business Card Organizer reviews how to
scan and extract key information from business cards,
export contact information, and work with Action Items.
NeatReceipts Professional User Guide
Section 1: Read This Section First
8