The Neat Company Neat Receipts Neatdesk Desktop Scanner 698 User's Manual
Contents
1. Neat s scanner software and cloud solutions create the ultimate Digital Filing System making it easier for you to stay organized This Getting Started Guide will help you get the most out of Neat neat Getting Started with Neat Transforming your Information once cccecteeceeeseseseseseseseseescsessseseseseueuescecscseseieisisesescssssesieseieeusescssetseseeeeneteneen Before you Scan Item Types Making your IPE OEY scxiecyecauswccics savansnasdeebevenseceadvanpocns vwantecweGusus exis Univasnsyesieauestiatedsdsscacsien ate awaastiaaseussavlanenerwenas bewsunsdwengatevedonas ine iswieevuses Scanner Settings Folder Creation Ser Tae Ue ODON serseri Ee er SER Sette at eet EESE GSR EEE Scan from Hardware Scan from Software Scan Orientation PMT grasses spss cts cece te vee eget E acca eee ee sea nena nan E Intelligent Text Recognition More ways to get things into Neat cece ccec ee ceccescecesesevseetvevesassevstvevstatetessistitvevitvattesttevittetsvittretteneteeee Send to Neat Import Manual Entry Reviewing Organizing With Neat e EEE E E EE EE EE EELEE E EE EE EIE EEE EEE EI EIEE EIEEEI EEE EE an Folders Drag amp Drop Items Viewing your ea E E A E E E Thumbnail View List View Item View Filtering Editing Items and Adding Detail eiiieaen EEE EEEE EEEE EEEE EEEE EEIEIEE EEEE EEEE Thumbnail View List View Item View Using your Information aE A EE E E EEE E EL EEL E E E EEL E E E EEE E EE EE EEEE2. Item View displays all of the detailed cards for your items each with 7 contents of a folder but also quickly information of your files and allows you key data and a thumbnail image 3 edit content Customizable columns f to browse your folder item by item of the file This view makes it easy 3 for each item type let you sort and easily edit the information to see many items at once so you receipts by total contacts by name can quickly change item types documents by date created and or open an item to further edit its more properties Filters All Items 9 Filtering items Use the Filters toolbar to restrict what item types are displayed in All Items 9 a folder Filtering by item type will provide more specific columns in List View giving you more detailed information for those items You Receipts 3 Contacts 2 can customize columns by right clicking on the column header Documents 4 Getting Started with Neat EDITING ITEMS AND ADDING DETAIL Each type of folder view provides different options for editing items and adding detail Neat will automatically recognize information for many of these values and fill them in for you Last Name Paul Lind Huff Paul Carpenter Don Panot Mi i EMPATHYLAB mman a me Don Piano s emme DESS 555 383 4520 E aa Job Title Co Name Emiail Street 1 2342 Statesbo ice ii E 7 Richare Krisburg Contact Magy Thumbnail V
3. etc or image to your Digital Filing System Learn more about Send to Neat Getting Started with Neat MAKING YOUR FIRST SCAN Your Neat scanner is the easiest way to transform paper information into organized digital files Here s how to get your paper into Neat Select your settings Before scanning an item it s important to check your scan settings in Neat You can specify your item type set color options and more Note that scan settings will be different depending on whether you are using NeatDesk or NeatReceipts SCANNER SELECTION If you have multiple Neat scanners you can choose which one to use here ITEM TYPE Neat can detect item types automatically or you can select a specific item type here BLACK amp WHITE COLOR Select black amp white for soeed or make full color scans SIMPLEX DUPLEX NeatDesk only Select single or double sided scanning for NeatDesk lana Combine pages into a single item Automatically remove blank pages so Scan Tools COMBINE PAGES This setting lets you save multi page documents as a single la Clean REMOVE BLANK PAGES This setting will automatically delete blank pages useful oboe D when scanning many pages at once i Invoices Organize your information You ll need to create a folder to keep your scanned items Click here to learn about creating and organizing folders Getting Started with Neat SCANNING FROM YOUR HARDWARE S
4. for example C4 Watch a video on using Advanced Search Ce CREATING REPORTS You can use Neat to quickly generate expense tax and spending Step 3 Report Options reports from your receipts Our helpful Report Wizard will walk you through creating any kind of report in only four easy steps Select Report Type ey Expense Reports o e Tax deductible E Expense reports show the money spent by a person or business aapea bapae ai ei Receipt Date bety Whether you want to see what your company has spent on office Sue eee Vendor Gas Company supplies or your family s spent on groceries Neat will quickly lcs 12 EE uv analyze your receipts to create the report you need Tan Giese Company Expense Category Folt Wilts i M Tax Tax Category Report im i Tax Reports The Tax Form Summary Report organizes your Vendor Office Direct P j1 r r j they You can use tax categories to create reports that help analyze expenses according to the tax form your category D ae a TERO assignments belong to This report can be particularly ea ss and organize your financial information for tax purposes For helpful during tax preparation time l Vendor Interstate Tolls example you could create a tax report of charitable donations to Enpense Category Fo Tra aq make tax time a little faster i i x C Spending Summary Y Vendor Water Company T Enpense Category 0 a The Spending Summary Report lets you grou
5. EEEn Advanced Search Expense Reports Tax Reports Spending Reports Exp rUNnO Da seeren e ee nese aan oeae ia drs EERE Ea ds EES Exporting a PDF Syncing with Outlook Exporting to TurboTax Other ways to Export Using Neat Everywhere iiien NeatCloud NeatMobile Iransforming Your Information Every time you scan Neat uses Intelligent Text Recognition to read and recognize the text in your documents It even understands the type of document and fills in appropriate data fields BEFORE YOU SCAN It s important to understand how Neat categorizes the items you add to the Digital Filing System Neat recognizes every item as a Receipt Contact or Document each with its own characteristics WORK ESTIMATE Dow Panot etwas om apa a eee nS ral My a z S 2 e meee ee a a ee ee ee eee Be Receipts 7 Contacts 3 Documents Neat instantly captures information Neat transforms business cards Neat runs Intelligent Text Recognition like Vendor Date Amount and into digital contacts recognizing on every word of every document Payment Type You can choose a and recording Name Address making everything you scan keyword tax category for each receipt add Company Email Address Phone searchable so it s easy to find exactly comments and run reports Number and more what you re looking for e Receipts and Digital Documents You can use the Send to Neat feature to add any digital document web page MS Word document PDF
6. Neat See Chapter 7 of the Neat 5 User Guide to learn more J Watch a video about syncing with Outlook See the Neat 5 User Guide Exporting to TurboTax Deduct stress from tax time by quickly exporting your Neat data to TurboTax In the Export menu select To TurboTax You can choose to export a single item or an entire folder See Chapter 7 of the Neat 5 User Guide to learn more 1 See the Neat 5 User Guide ee ey Other ways to export your data Neat s versatile software lets you export to Quicken QuickBooks Excel and more Explore the Exporting section of the Neat 5 User Guide to learn more or visit the video tutorials on our site C4 Watch video tutorials on our site CI See the Neat 5 User Guide 12 Using Neat everywhere with NeatCloud NeatMobile NeatCloud connects your Digital Filing System allowing you to access it or add to it anytime anywhere e Scan with your mobile device e Securely back up your data e Access your information anywhere e Share entire folders e Sync files across multiple devices e And so much more TRY NEATCLOUD WITH NEATMOBILE FREE FOR 30 DAYS Already have NeatCloud CLICK HERE FOR HELP GETTING STARTED Getting Started with Neat 13
7. can button Use the Scan button on your scanner to quickly scan an item Items will appear in whatever folder you have open PDF button Use the PDF button on your scanner to make a PDF file for easy sharing SCANNING FROM YOUR SOFTWARE ar neat You can also scan items using the Scan button in Neat s software 4 select PDF from the dropdown menu if you want to Ex scan directly to PDF NeatDesk scans y items face up NeatReceipts scans items face down Getting Started with Neat AFTER YOU SCAN Whenever you add an item to Neat you ll notice it goes through a processing queue before appearing in your Inbox This is where our intelligent software automatically crops rotates and enhances your images and where we perform Intelligent Text Recognition to bring your data to life All of this only takes a moment or two and your item will appear on your screen as soon as it is ready he Don Baros conan simetins 2342 STATESBORO AD ASHTON PA 10047 231 875 0887 Expense Category CHRIS C ee SAT 04 21 12 12 36 AM TABLE 173 Receipt Date GUEST NUM 12 GUESTS 2 Rt es AEE SE A ee 4 21 2012 zt Card Type Amex Acct SOOOOO0000000 5467 Payment Type Card Entry SwWIPED Trans Type PURCHASE Credit ka Table 173 Server 236 CHRIS C Sales Tax Subtotal 65 09 gt 0 00 Gratuity his ee Total Amount Final n O 78 09 er tetas Tax Category Guest Sig
8. gital Filing System FOLDERS The heart of Neat s digital organization is the intuitive folder tree system Everything you scan in or send to Neat can be organized any way you want it 4 INBOX Your Inbox contains several folders each dedicated to items iat New Folder from NeatCloud Please note that you cannot scan directly aie into the Inbox Click here to learn more about NeatCloud E gt a i Inbox EJ mycaBneT 4 My Cabinet Your Cabinet contains all of your Neat files and folders d Create folders and subfolders and keep everything exactly a Deyton Accounting where you choose Note that folders will always be arranged gt Baltimore Office in alphabetical order 4 ia Philadelphia Office Ea ADDING EDITING FOLDERS Creating new folders is easy in Neat Either use the New laa Accounts Payab Folder button at the top of the folder tree or right click within the tree and select New Folder from the menu that appears Ce ce ee Drag and Drop Organization Folders can be dragged and dropped to create subfolders for detailed organization Dragging a folder to the trash will remove it from your Neat Digital Filing System Getting Started with Neat VIEWING YOUR ITEMS Neat provides several ways to view your items making it easy to see exactly what you re looking for mI Tm Led a Tp Thumbnail View List View Item View Thumbnail View shows a grid of List View lets you see all the
9. iew List View Item View Thumbnail View lets you quickly List View makes it easy to edit many 3 Item View lets you add comments change item types through a drop items at once as you can work directly change details and make other important down menu in the lower right cor within each column to change values edits to an item Each item type will have ner of each thumbnail For more 3 Be sure to set your item filters to get different informational fields to work with detailed changes double click an more detailed columns for the specific 7 To learn more about editing items includ item to open it in Item View item type see the section above for ing how to add tax categories to receipts more about item filters see the Neat 5 PDF User Guide Getting Started with Neat Using your information Once your information is in Neat there s so much you can do with it Neat brings your files to life making them easier to find and allowing you to create reports export data and share with others SEARCHING YOUR NEAT FILES CC One of the biggest benefits of Neat is our keyword search capability When you search in Neat we check every word of every document to find what you re looking for Search Results In Entire Cabinet von ooann z tome ee Advanced Search Select Advanced Search from the Tools Menu to set up more detailed searches with multiple criteria all bills paid for the month of April
10. nature z RESTAURANT COPY ae Getting Started with Neat MORE WAYS TO GET THINGS INTO NEAT Scanning isn t the only way to get things into Neat Send to Neat Select Send to Neat as your printer to send documents from other applications web browsers email clients word processors directly into Neat Select Printer dati hp LaserJet 24302 3 Send To Neat dati hp LaserJet 2430 4 Microsoft APS Document Writer t Status Ready _ Print to file Preferences Location Comment Find Printer Import Use the Import command to bring any PDF file or image already stored on your computer into Neat L L j Settings Import Ext Manual Entry If you don t have anything to scan just use the New Receipt Contact Document command from the Actions menu to manually create a new item in Neat For example you could use this to record tolls or other expenses that don t include a receipt Review your items Items will show up in Neat as Unreviewed until the first time you take a look at them Review each item to make sure it has scanned properly U nrevi ewed and that key information has been correctly read and recorded Click here to learn more about editing items and adding information Getting Started with Neat Organizing with Neat Neat makes it easy to arrange your files any way you want Maintaining an organized folder tree in Neat is key to managing your Di
11. p your Miria H Spending Reports expenses by the field of your choice Within each group a i you can view your expenses by another field of your choice such as total number of expenses and total amount for each expense Spending reports let you group your expenses by type such as vendor or date You can then summarize by payment type client and more It s a good way to get a holistic view of your spending CL Watch a video about Creating Reports Getting Started with Neat 11 EXPORTING DATA Neat makes it easy to export data send receipt information to popular accounting software or instantly add contacts to your digital contact list Here s how Neat connects with other software to put your information to use Expense Report Microsoft Outlook z TurboTax ee Quicken Microsoft xs Excel Getting Started with Neat Exporting to PDF Exporting an item as a PDF makes it easy to share with others as an email attachment In the Export menu select To PDF You can choose to export a single item or an entire folder See Chapter 7 of the Neat 5 User Guide to learn more O See the Neat 5 User Guide Syncing contacts with Outlook Neat transforms business cards into organized digital contacts that are easy to sync with Outlook Manage your Outlook synchronization through the Settings menu in the top right of the software Syncing works both ways so your Outlook contacts can also be imported into
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