Univex NeatDesk Scanner User Manual


 
H
Y
hi
ow do I run a receipt report?
ou can run receipts reports whenever want to see your information organized to
ghlight certain relationships. For example, the
Reports > Receipt Reports
menu offers a variety of summary reports you can run: Spending by Client;
or Payment Class (by Billable, Paid by Co.,
ersonal, Reimbursable, or Bill Paid); and client (Business & Personal View only).
of a report by Folder Type and Receipt Date.
ng topics addressed in this section:
dow toolbar
Category; Payment Type; Project; Vendor
P
Reports are run on all receipts in the database. Use the options in the Reporting
Wizard to narrow the focus
You will find the followi
Use the report win
Run a report
Save a report
Using the Report Window Toolbar
e report window provides a toolbar for easy navigation, printing, and copying. The
olbar is pictured below.
vigating in a Report
There are several ways to navigate within a report:
age and Previous Page buttons to move consecutively
between pages.
tap Enter.
Th
to
Na
Use the Next P
Type a number in the Current Page Number field and
Use the Backward and Forward buttons to move between the currently
viewed page and the previously viewed page.
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