Filter
Top Products
Viewing Corresponding Receipts
NeatW n tax report in
the Receipt Organizer.
To view corresponding receipts:
1. Click the
View Receipts from report button.
• The Receipt Organizer opens.
• The lower grid will be populated with all associated receipts sorted in the
same order in which they appear in the tax report. A multi-column sort
order is automatically applied to this grid.
2. To revert to standard sorting, simply click any column heading.
3. To reapply the multi-column sort order, return to the Tax Organizer and click
the
View Receipts from report button again.
4. The upper grid will have all associated folders "pinned" so that all of their
respective receipts appear together in the lower grid.
orks allows you to easily view all receipts associated with a give
Viewing Corresponding Documents
NeatWorks allows you to easily view all documents associated with a given tax report
in the Document Organizer.
To view corresponding documents:
1. Click the
View Documents from report button.
• The Document Organizer opens.
133