Filter
Top Products
Advanced Find Provides a method for locating saved receipts
and folders. In addition to date searches, you
can search by project, amount, payment type,
category, vendor tax category, client (Business
& Personal view only), and others.
Folders Grid Allows you to create and manage Folders. By
default, not all columns are displayed in the
Folders grid. You can choose to show or hide
columns as needed (using the Tools menu).
Receipts Grid Displays a list of receipts in the currently
selected Folder(s). By default, not all columns
are displayed in the Receipts grids. You can
choose to show or hide columns as needed
(using the Tools menu).
Information Tabs Allows you to supply additional information
about a Folder or receipt. The fields on the
tabs change, depending on what is selected in
the grids above.
The Receipt Organizer Window
Scan Tab
Folders Grid
Receipts Grid
Information Tabs
NeatReceipts Professional User Guide
Section 2: Getting Started
13
3. When prompted, type your first and last name and click DONE.
The NeatReceipts Program opens in the Receipt Organizer window.
4. View the NeatReceipts Setup Instructor. It will have you up and
running with NeatReceipts in a manner of minutes! Do not skip
the Setup Instructor -- it’s worth the time invested!
Exploring the Receipt Organizer Window
The Receipt Organizer window is used to organize receipts and finances
for both business and personal expenses. Folders let you save and
organize scanned receipt images. Additionally, you can apply profile
information and comments to folders in the Information Tabs area.
Tabs and Grids in the Receipt Organizer
The left side of the Receipt Organizer window displays three tabs:
Scan, Find Receipts, and Advanced Find. The right side of the
Receipt Organizer displays the Folders Grid (top), the Receipts Grid
(middle), and the Information Tabs (bottom). Each of these areas is
described and pictured on the next page.
Scan Allows you to specify the number of pages to
scan (default is 1), page through multiple
page receipts, and zoom, delete, or rotate a
scanned receipt. The Scan tab also contains
the Image Viewer, which displays the
currently selected scanned receipt.
Find Receipts Provides a method for locating saved receipts.
You can search for receipts based on Receipt
Date and Folder Type.
Choosing the NeatReceipts View Mode
NeatReceipts Professional User Guide
Section 2: Getting Started
12