Univex NeatDesk Scanner User Manual


 
Can
es, NeatWorks makes it easy for you to edit vendor names and other lists, and this
section will help you with the following, related tasks:
Add an item to a list
I edit vendor names and other lists?
Y
Edit an item in a list
Delete an item in a list
Overview of Vendor Names and lists
You can edit the values in the dropdown lists for the following columns:
ndor
ocation
Client
Folder Type
Folder Label
Ve
Project
Purpose
L
Category
ote: The Folder Type, Vendor, and Category lists come pre-loaded with popular
oices that you can add to or edit. The Payment Type list comes pre-loaded with
lues that you can add to (but not edit). The other Lists are blank until you do one
f the following:
Use the Personalize > Lists dialog box (pictured below) to add an entry to
isted columns.
N
ch
va
o
a List.
Type a unique entry in one of the above l
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