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Welcome to NeatWorks

Welcome to version 4.0 of NeatWorks software. We're happy to announce the

following new or enhanced features with this release:

•

New User Interface: The menus and toolbars have been redesigned to make
the application faster and easier to use.

•

Quick Scan Center

: Using a batch-type scanning process, you can quickly and

easily scan documents, receipts, business cards, and even create PDF files

without first launching the NeatWorks application.

•

Inbox

: The Inbox is where your scanned items display so that you can verify,

edit and/or add notes before filing them in the appropriate organizer folder.

•

Filmstrip View: The Filmstrip is used for viewing multi-image items in the
image viewer of each organizer. If an item includes multiple images, the

filmstrip displays at the bottom of the image viewer, allowing you to quickly
scan through pages. If you click on a thumbnail in the filmstrip, it becomes the

main image displayed.

•

Keyword Search and Advanced Search: Use keyword search to find information

by typing in words in the search box or use Advanced Search by selecting
multiple criteria to drill down and find the receipt, business card, and document

information you need.

•

Archive: The new Archive feature enables you to zip and save information

outside of the NeatWorks application for future retrieval. This will improve
application speed as you archive old data sets outside the NeatWorks

database.

•

PDF: A new workflow makes scanning to PDF faster and easier, while the
image quality of scans has been improved.

Before getting started, we recommend taking a moment to familiarize yourself with
our help system. Even seasoned NeatWorks users may benefit from reviewing
information about our new features and how the software works. We appreciate your

support, and are committed to providing solutions that organize your paper and
simplify your life.

© 2008 The Neat Company

Getting Started: What do I need to know?
NeatWorks is a scanner and software solution that helps you organize your paper.
Receipts, bills, medical forms, business cards...everything. It scans, analyzes and

organizes your paper and stores it all in a database on your computer. There are a
few basic concepts that will help you better understand how to use NeatWorks.

Before getting started, it may be helpful to review our answers to the following
questions about folders, scanning, and finding your information:

•

Where can I get support and updates?

•

What are folders and why do I need them?

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Содержание Desktop Scanner NeatDesk

Страница 1: ...receipt business card and document information you need Archive The new Archive feature enables you to zip and save information outside of the NeatWorks application for future retrieval This will impr...

Страница 2: ...do so perform these steps 1 Start the Quick Scan Center by selecting Start All Programs NeatWorks Neat Quick Scan Center as shown below 2 Once the Neat Quick Scan Center is started you can easily acc...

Страница 3: ...Click Scan to scan an item the item displays in your queue Scanned items will automatically load into the Inbox and be available for viewing and editing the next time you open NeatWorks Note If you sc...

Страница 4: ...esired For example if a document accidently scanned as a receipt you can drag it from the receipt bin into the document bin NeatWorks will now recognize it as a document instead of as a receipt You ca...

Страница 5: ...u to adjust or delete the scanned image In addition you can modify the scanned data e g for a business card you might change the name of the contact company name phone number etc You can also choose t...

Страница 6: ...ons after completing your review Business cards are automatically filed in the Business Card organizer You can create a new folder or choose an existing folder for an item Creating a New Folder 1 To c...

Страница 7: ...er type 5 Select a folder label by clicking the down arrow and choosing from the list that displays or type in the desired folder label 6 Click Save 7 Click File Selected to save the scanned item into...

Страница 8: ...rs Working with Folders The goal of this section is to help you better understand how folders work in NeatWorks as well as how to work with folders in what is called the Folders Grid or the upper grid...

Страница 9: ...ila envelope full of receipts from Disney 2005 within your vacation hanging file folder For example if you wanted to track receipts chronologically by month you could organize your folders by month su...

Страница 10: ...rows in other programs that use s a t then lect then hold down the Ctrl key and click in each row you want to select Each time a new folder is created a new row appears in the top grid Select within t...

Страница 11: ...from the calendar To modify the contents of a cell manually click in the cell and start typing The first time you type a new entry into a cell it will automatically be added to the dropdown list for t...

Страница 12: ...with deleted folders To view the Deleted Folders window choose Tools Go To Deleted Items Folders To restore deleted folders first view the Deleted Folders window as described above then select the fol...

Страница 13: ...port Expense Report PDF You can save the report anywhere on your hard drive and the email it as an attachment Splitting a Receipt Across Multiple Folders A single receipt may contain multiple items th...

Страница 14: ...ort To PDF You can use Export To PDF to create searchable or non searchable PDFs from items you already have in NeatWorks Export To PDF has two options that are discussed in this topic Export To PDF R...

Страница 15: ...hable while working in the Document Organizer to create living PDFs for already existing documents that need to be selectable or searchable You might also use Export To PDF Searchable while working wi...

Страница 16: ...DF and Scan To PDF Using Export To PDF Using Export To PDF As mentioned in How do I use Export To PDF and Scan To PDF you can use Export To PDF to create searchable or non searchable PDFs from already...

Страница 17: ...process is complete the window above will disappear and your new PDF will open in Adobe Acrobat Using Expense Report PDF for Receipts and Documents Expense Report PDF allows you to create non editable...

Страница 18: ...ges or Columns in step 5 make additional column selections under the Column Options heading and skip to step 8 7 If you ve selected Columns and Images or Columns in step 5 make additional image select...

Страница 19: ...as type dropdown list leave the default file type suggested 15 Click Save Using Export to PDF Report for Contacts To use Export to PDF Report for contacts do the following 1 In the Business Card Orga...

Страница 20: ...s a NeatWorks file or by exporting it in a variety of other formats PDF Excel Word HTML QuickBooks Quicken MS Money OFX and CSV comma separated values You will find the following related topics addres...

Страница 21: ...left to do is address the message add a subject line and click send To email a folder 1 In the top grid select the folder s you want to email 2 Click the Email Folder link on the upper right side of...

Страница 22: ...th the contacts selected in the previous step if you did not choose any Quick contacts you can simply type an email address The selected Folder s will automatically be attached to the message Exportin...

Страница 23: ...ciating one set of values or format in this case NeatWorks data to a different set of values or format such as Excel Once a map is created you can use it whenever you like You can create as many maps...

Страница 24: ...older Receipt Images and Comments 3 Type template values such as an employee name or simply leave the sheets blank 4 Under File choose Save As 5 From the Save type as drop down menu choose Template xl...

Страница 25: ...lly 7 Under the Step 4 heading define a column to column map between NeatWorks and MS Excel Unmapped columns appear on the left mapped columns appear on the right Use the Map dropdown list to choose a...

Страница 26: ...nt for all receipts that are tagged as airline Under the Mapped Fields heading both the Amount and Category fields require mapping To view a summary of all mapping values click the View Summary of All...

Страница 27: ...Updating an Excel Map Name You can update an Excel map name whenever you like To do so 1 Click the Excel Map dropdown box 2 Tap any key on the keyboard to open the Update Excel Map dialog box 27...

Страница 28: ...cel The Export Setup dialog box opens shown below 3 Under the Step 1 heading select the information to export 4 Under the Step 2 heading select an Excel map to use If you have not created a map yet cl...

Страница 29: ...te radio button 4 Click on Export The Save As dialog box opens 5 Navigate to the folder where you want to save the csv file type a name for the file and click Save Exporting to RTF Word PDF or HTML Ne...

Страница 30: ...whether to include a cover page comments or page numbers By default all options are checked to be included 9 Under Image Scaling choose either Scale To Fit or Crop To Fit 10 Click Preview to preview...

Страница 31: ...se File Import QIF 7 Navigate to the folder containing the file you exported in step 5 8 Choose the Account into which you want to import the transactions When the import is complete the transactions...

Страница 32: ...rom NeatWorks For more information see the following topics Setting Up a Cash Account in Quicken Exporting a QIF File from NeatWorks Tips for Working with QIF Files Setting Up a Cash Account in Quicke...

Страница 33: ...ategory to all of your fuel receipts That way when you import those receipts into Quicken they will automatically be assigned to the Auto Fuel category in Quicken Exporting OFX Files to MS Money If yo...

Страница 34: ...der to export to QuickBooks 2007 with Windows XP Basic you must first visit the Intuit website and follow the instructions in this article To export to QuickBooks do the following 1 Be sure that every...

Страница 35: ...kBooks Direct Export Wizard screen displays and shows you a summary of the data you selected You must then select a Company file to export to 5 Click Browse and NeatWorks will locate the company file...

Страница 36: ...extension Running Folder Reports You can run folder reports whenever you want to see your information organized to highlight certain relationships For example the Reports Folder Reports submenu offer...

Страница 37: ...secutively between pages Type a number in the Current Page Number field and press Enter Use the Backward and Forward buttons to move between the currently viewed page and the previously viewed page Ru...

Страница 38: ...on the dropdown menu to select from a calendar 5 Under the Step 3 heading select the preferred detail level summary or detailed Detailed reports provide line item information for each receipt 6 Click...

Страница 39: ...files tab Information Tabs You will find the following topics addressed in this section Showing Hiding Grid Columns Information Tabs Moving Columns Resizing Column Widths Modifying a Column or Field N...

Страница 40: ...der or receipt The following topics will help you modify the user profile and enter folder or receipt comments Understanding and Modifying the User Profile Adding Comments to a Folder Adding Comments...

Страница 41: ...the Use Custom Name field 5 Click OK NeatWorks must be restarted for the change s to take effect Understanding and Modifying the User Profile When you started the NeatWorks program for the first time...

Страница 42: ...ts The goal of this section is to help you learn how to work with receipts We ll cover how to edit sort clear delete split email export import and personalize receipt information The Receipts organize...

Страница 43: ...receipt When you scan a receipt and it is filed in a folder a new row is added to the Receipts Grid Key data from the receipt is then automatically placed into the appropriate columns within the row A...

Страница 44: ...al expenses using separate folders To Create a New Folder You can create a new folder by performing these steps 1 If you are in the Inbox click New 2 On the Create New Folder screen that displays ente...

Страница 45: ...r that vendor name it will remember that as well Important Note that NeatWorks currently does not read vendor names that are stylized text or logos only plain text Keep this in mind when adding vendor...

Страница 46: ...Clockwise or Rotate Counter clockwise buttons in the top left corner of the Adjust Image screen as needed Step B Manually Crop the Image NeatWorks automatically crops scanned images however in certai...

Страница 47: ...D Save Changes to the Receipt Image Once you made the desired changes to your image Click Keep Changes to save the image changes Alternatively click Keep Changes to save the image changes and to re sc...

Страница 48: ...Review screen click the rotate icons 3 Repeat as necessary until the scan is upright To rotate a receipt in the Receipt Organizer 1 In the Receipts Grid select the receipt you want to rotate 2 In the...

Страница 49: ...rmal view Changing the Order of Multiple Scanned Images If you have multiple images scanned into a single document row you can change the order in which they appear and are numbered by clicking the Re...

Страница 50: ...e 2 Click the Combine Receipts link on the upper right side of the receipts grid The receipts will be combined 3 Click Combine The receipts will be combined Printing a Receipt Image If you ever need t...

Страница 51: ...urrently being viewed or choose Save All Images of Selected Receipt As to save a multiple page receipt The Save Image dialog box opens 3 Chose a file type from the Save as type dropdown menu 4 Navigat...

Страница 52: ...w row is added to the Receipts Grid Where possible key data from the receipt is automatically placed into the appropriate columns within the row You can also manually add a new row with or without sca...

Страница 53: ...dify the contents of a cell using a dropdown menu click on the down arrow on the right side of the selected cell and choose an entry from the list a date from the calendar or use the calculator that d...

Страница 54: ...Row to Another Folder If you ever need to recategorize a receipt because you feel it belongs in a different folder you can move the receipt row to that folder To do so 1 Select the receipt row s you...

Страница 55: ...ts Grid 3 When prompted click on Yes to confirm the deletion Warning If you simply want to clear the grid select Edit from the main menu and then Clear All Grids from the list that displays Working wi...

Страница 56: ...ure Finding Missing Key Data in Folders and Receipts To find folders that are missing Period End values choose Tools Find Folders Missing Key Data To find receipts that are missing Vendor Name Receipt...

Страница 57: ...rd Searching with the Wildcard Search To sear 1 Op zer in which you d like to conduct your search l the Receipt Organizer to search for the Business Card Organizer to search for contact Document Organ...

Страница 58: ...rganizer fields recognized by Search nt Type Document Organizer fields recognized by Search Type Type ent Text 1 d Document Text 2 Business Card Organizer fields recognized by Search Client Project Us...

Страница 59: ...ldcard to find the closest match and any other related re e wildcard is an asterisk To 1 Click in the white box to the left of the Search button as shown in the image below 2 Enter a search term foll...

Страница 60: ...ys 2 appropriate r 3 for your search 4 Click the dropdown menu and choose the criteria you wish to use If you 5 6 Click Search usi ess Cards 1 Cards Or 2 Click the dropdown menu to select the desired...

Страница 61: ...Width leaves column widths equal to how they are sized in Im g prints images according to the current order of the Receipts Grid rows Real Image Size Reordered for Optimal conserves paper by letting N...

Страница 62: ...des user profile information and expense summary information Comments includes folder and receipt comments Paper Size choose between standard 8 5 x 11 or legal size 14 x 11 Page Numbers provides a pag...

Страница 63: ...all arrowhead in the top right corner of a column heading identifies t column the rows are currently sorted by newest date to oldest d newest date to oldest date Click once on a column heading to sort...

Страница 64: ...example if the lodging costs of your hotel bill are to be paid by the client but any meals or business expenses are to be reimbursed by your company you can split the bill into two or more transaction...

Страница 65: ...Step 2 area of the Split Receipts dialog box do one of the following Click Split Equally to split the amount total equally among the items Type a number or use th in the Amount field Type a number or...

Страница 66: ...eceipts in PDF Excel Word learn how rmats see the topics in How do I import and export fold 1 Select the receipts s or folder s you want to export 3 choose an export format The Export Choices selected...

Страница 67: ...10 Click Preview to preview the exported data file 11 Click Export to export the data file 12 Use the Save In dropdown list to navigate to the folder in which you want to save the exported file 13 In...

Страница 68: ...nt 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 re...

Страница 69: ...nder the Step 2 heading define the date criteria according to Receipt Date to narrow the scope of the report Type dates in MM DD YYYY format or click on the dropdown menu to select from a calendar 5 U...

Страница 70: ...o save a report do the following Select a file type from the Save Export Report As dropdown list Go 3 Navigate to the folder you want to save the file in me in the File name field 1 2 Click 4 Type a n...

Страница 71: ...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 th...

Страница 72: ...tem to Click the Add button 4 Type the new list item into the pop up window and click Save d close the dialog box The new item will dd ng an Item to a List ou want to add an item to a list e llowing F...

Страница 73: ...n list of the appropriate column dit ng an Item in a List e you want to edit an item in a list e f llowing 1 From the Toolbar choose Personalize Lists Deleting an Item in a List Anytime you want to de...

Страница 74: ...he Receipts Grid but you can choose to show or hide columns as needed 1 2 3 From the Tools menu choose Show Hide Columns Receipt Columns Select an unchecked item in the menu to add it to the grid OR S...

Страница 75: ...ifying a Column or Field Name If the default column and field names are not specific enough for your purposes you can modify them as needed To modify column and field names do the following 1 From the...

Страница 76: ...hat follows is a comprehensive list of column and field names in the Receipt W Organizer 76...

Страница 77: ...77...

Страница 78: ...king Reset will reset the when using certain features Next you can decide whether or not you want NeatWorks to display a ecting the checkbox disables the feature which ions M if Rules do th fo 1 Fr he...

Страница 79: ...om the dropdown menu Cash is the default To change the tip percentage used check the field and then type a number in the box or use the up and down arrows to change the amount To add a rate per mile t...

Страница 80: ...time g yourself a lot of work during tax season By default the Tax Categ below depicts a value of No form Non deductible To assign a different x tegory you can select a pre defined category from the d...

Страница 81: ...e Business Card Organizer We describe how to work with business card images and how to and export contact information Th edit sort delete print import The Business Card organizer is shown below You wi...

Страница 82: ...cify additional note or add an action item How do I scan a business card In rt tton on the scanner k Scan Center screen Click the Scan button on the upper right side any organizer screen When scanning...

Страница 83: ...ick in each row you want to select E i Anytime you need to modify contact information you can do so directly in a cell in Contacts Grid or the Contact Information area Your changes will be saved tomat...

Страница 84: ...g From the toolbar choose New ormation area or directly Con Gr To 1 2 Type the contact s information in the Contact Inf in the Contacts Grid cells The new contact will be saved automatically D You can...

Страница 85: ...contacts without re Tools Empty Deleted Items Contacts Click Yes to confirm Sorting the Contacts Grid Rows Keep A down arrowhead pictured below indicates descending sort order Z A newest date to oldes...

Страница 86: ...ts Grid by multiple columns from the Tools menu cho Sort Contacts In the Sort dialog box select a column heading from the Sort by 3 Click on OK to perform the sort P t N tW ws you to print contacts as...

Страница 87: ...on type in the Action Type column Note that typing a ction type adds that action to the list so you can use it in the future additional comments in the Comment field tem for a Contact ou ay want to ad...

Страница 88: ...t you want to work with From the Toolbar choose Send Email Do one of the following Select a Quick Contact from the Contact List and then click on Click on Continue and type an email address in the To...

Страница 89: ...elect the contact you want to work with 2 Click the left and right rotate arrows 3 Repeat as necessary until the scan is upright a Business Card Image a business card and want to view it from a differ...

Страница 90: ...ge To save a business card as a graphic file do the following the right mouse button 3 Chose a file type from the Save as type dropdown menu Navigate to the appropriate destination folder where you wa...

Страница 91: ...ick on ALL to view all of your contacts Contacts matching your criterion will appear in the Contacts Grid Searching for a Keyword search for text ntact to search for information in below To 1 Open the...

Страница 92: ...r and is programmed to easily retrieve information from these fields when searched upon Listed below are the recognized fields for each organizer In addition the search engine will look for and retrie...

Страница 93: ...more information that precedes the wildcard the faster your search results will be returned This is because you re giving the search engine more detailed information which allows it to return accurat...

Страница 94: ...port contacts from a 1 Open the email containing the NeatWorks file an 2 From the choose 4 Use the Save In dropdown list to navigate to the folder in which you want to 6 zip as the file type in the o...

Страница 95: ...alidate your login and password you will need to be online Click the utton NeatWorks will remember your login and password so you won t have to type them again If you chose MS Outlook Verify the defau...

Страница 96: ...c with Plaxo NeatWorks to Plaxo Field Mappings The following table highlights the NeatWorks to Plaxo field mappings Syncing To syn S Outlook run the Sync with Outlook tool In rd ure that Outlook and N...

Страница 97: ...er Outlook contacts will not be copied into NeatWorks Choose another option to have contacts in Outlook transferred into NeatWorks as well if desired 3 Specify the Contacts to Sync 4 The settings defa...

Страница 98: ...c with NeatWorks If you are running Office 2007 and see the dialog box below you must follow for a new or current contact tegories eep in mind that syncing does not delete contacts in NeatWorks or Out...

Страница 99: ...N W T o eat orks to Outlook Field Mappings he f llowing table highlights the NeatWorks to Outlook field mappings 99...

Страница 100: ...wse For dialog box navigate to the desired destination import a contact as a vCard 1 From the Toolbar choose Import vCard File 2 Navigate to the folder containing the file select the file and click Op...

Страница 101: ...orientation your output options 10 Save as type 12 ve 6 Under the Set Output heading select 7 Click Preview to preview the exported data file 8 Click Export to export the data file 9 Use the Save In d...

Страница 102: ...ve the default file type suggested 9 Click Save Personalizing the Business Card Organizer You can personalize the Business Card Organizer by showing hiding columns moving lumns resizing column widths...

Страница 103: ...between two column headings and drag left or U e cons T A es whether a scanned image is a c wn below nd rstanding the Attached Column I he ttached column in the Contacts Grid indicat sso iated with th...

Страница 104: ...th document images and how to edit sort clear delete combine e export and import Document Organizer row information You will also learn how t modify th You will find the following topics addres How do...

Страница 105: ...Image Viewing a Document in Full Screen Rescanning a Document Changing the Order of Multiple Scanned Images Importing an Image as a New Document Importing Additional Images into a Document Row Combini...

Страница 106: ...ocument image 1 In the Documents Grid select the document you want to zoom in on 2 Click the zoom in or zoom out icon Repeat step 2 as necessary 3 Viewing a Document in Full Screen Mode If u can view...

Страница 107: ...ted I o If you already have an image stored on your computer and would like to add it to a cuments row you can do the following In the Documents Grid select the row you want to add the image to 2 From...

Страница 108: ...l Documents to break each image into its own separate document Copying and Pasting a Document document into another folder you can copy and you want to paste the document into if necessary Click Selec...

Страница 109: ...mage As to save the image currently being viewed or choose Save All Images of Selected Document As to save a multiple page document The Save Image As dialog box opens 3 Choose a file type from the Sav...

Страница 110: ...labels For e to create several folders for your recipes which will allow you to your documents Once you have folders for your recipes you could s pe using the folder label column with n e ees etc As...

Страница 111: ...then hold down the Ctrl key and click in each row you want to select Selecting rows in NeatWorks is very similar to selecting rows in other programs that se readsheet type layouts To select a sin 2 T...

Страница 112: ...se the more information you can provide about each document the more information NeatWorks will be able to retrieve on later on when you need to search for a specific information in one of your folder...

Страница 113: ...ument row s to t 2 3 Select the folder you want 4 Click Select Moving a Document Row to the Receipt Organizer If you ever want to move a document that you ve already scanned from the Document Organize...

Страница 114: ...ly delete one or more documents first view the Deleted Documents window as described above then select the document s and click on Delete the Close button no longer need a document you can delete the...

Страница 115: ...on a column heading to sort in ascending order click again to sort in descending order The default sort order for rows is by Date Created descending Multiple Sort Order The Sort alog box can also be...

Страница 116: ...both the lder and documents grids This would be useful if you were finished reviewing a set of folders and documents and wanted to clear the slate to work with a different set fo of folders and docume...

Страница 117: ...t the document you want to print From the Toolbar choose Print 3 In the Print Choices dialog box in the Select Range area click the Selected Documents button Next in the Print Choices dialog box make...

Страница 118: ...mary information Comments includes folder and document comments Page Numbers provides a page number centered at Can I personalize document columns and fields s you can personalize columns and fields i...

Страница 119: ...osition the cursor on the line between two column headings and drag left or right Alternatively Modifying a Column or Field Name 1 From the Tools menu choose Personalize Column Field Names pictured at...

Страница 120: ...What follows is a comprehensive list of column and field names in the Document Organizer 120...

Страница 121: ...121...

Страница 122: ...taking steps to organize your tax information ahead of time possibly self a lot of work during tax season By default t hown below depicts a value of No form Non deductible To assign x c tegory you ca...

Страница 123: ...for web pu ou will find the following related topics addressed in this section Sharing Documents with other NeatWorks Users Exporting Documents to other Format Types Im o p rting Documents S sers It...

Страница 124: ...tton to export 5 Under Select Output choose whether you want Columns and Images Columns Only or Images Only to be exported The default is Columns 6 additi kip to step 8 only those rows selected in the...

Страница 125: ...u are storing it choose File gt Import From gt 3 The new folder row s appears in the upper grid nrf file can contain one or le in the lower grid NeatWorks users To do so 1 2 Do one of the following Na...

Страница 126: ...How do I work with the Tax Assignment Wizard Exploring the Tax Organizer Window To access the Tax Organizer click on the Tax Reports tab located at the top of the NeatWorks window The Tax Organizer w...

Страница 127: ...x Category column n below depicts a value of No form Non deductible To assign a differen tegory you can select a pre defined category from the dropdown list ax ategories versus Regular Categories s po...

Страница 128: ...e visible by default To show a tax category 1 In the Receipt Organizer click any Tax Category cell within the Receipt Grid 2 Click on the Show Hide Tax Items butt n Category you wish to make visible T...

Страница 129: ...cell within the Receipt Grid 2 Click on the Show Hide Tax Items button 3 In the right column select the Tax Category you wish to hide To select multiple items hold down the Ctrl key To select multipl...

Страница 130: ...t says Click here for online IRS Instructions ta you directly to the IRS web site that pro kes vides supplemental IRS information How Once pt reports reen ing select a time do I generate tax reports y...

Страница 131: ...rts The following topics describe how you can work with reports Zooming a Report Navigating in a Report Viewing Corresponding Receipts Viewing Corresponding Documents Printing a Selected Report Export...

Страница 132: ...Zoom Out buttons hoose a percentage from dropdown list in In the report toolbar us Or type a number in the Zoom Combo field and c the Zoom Combo Navi To navi In the reports toolbar use the Next Page a...

Страница 133: ...ply 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...

Страница 134: ...so 1 From the Toolbar click TPrintT 2 The Tax Report Print Wizard screen displays 3 Select the desired report by checking the appropriate box 4 Click on TOKT 5 On the Print Screen that displays click...

Страница 135: ...n I schedule automatic database backups UH HUHow do I restore the database UH TDatabase Backup OptionsT TBy default the NeatWorks program will remind you to back up the database every 30 days Alternat...

Страница 136: ...uling Automatic Database BackupsT TBacking up your database is the simplest and best way to ensure that all your information is saved should anything happen to your computer By default NeatWorks remin...

Страница 137: ...Once you select all your automatic backup options you ll see a summary of your choices T 7 TWhen you re finished click TTOKTT T T T TRestoring the DatabaseT TIf anything should happen to your compute...

Страница 138: ...w data after that date will be erased T 3 TClick TTContinueTT to restore the database T 4 TSelect the database backup file you wish to restore from Keeping in mind that any new data added after that d...

Страница 139: ...Neat ADF ScannerT To calibrate the Neat ADF Scanner do the following 1 Remove the calibration paper from the Welcome Kit TNote T Be sure to use the calibration paper and not the cleaning paper The cl...

Страница 140: ...ccessfully calibrated This means that the scanner has successfully carried out the process of calibration however if upon scanning you notice that your scans appear faint or don t look quite right you...

Страница 141: ...Open the scanner by pushing the lever down on the front right side 4 Clean the feed roller paper pad Gently push the paper pad mechanism to the left and lift it gently until you feel resistance Figur...

Страница 142: ...e glass Use extreme caution when cleaning around the paper sensor the small plastic arm just above the upper glass imager 7 Wait for cleaned areas to dry completely 8 Close the ADF cover by pushing it...

Страница 143: ...t print from your computer you can also click TTRestore Default Calibration ValuesTT in the bottom left corner of the dialog box T When calibration is complete a dialog box appears that says The Neat...

Страница 144: ...eaning paper as your next line of defense in removing particularly stubborn dust and paper particles TTo clean with the traditional dry cleaning paper T 1 Remove the cleaning paper from the Welcome Ki...

Страница 145: ...our website and order a Scanner Maintenance Kit which includes 6 sheets of alcohol cleaning paper and 3 sheets of calibration paper TAdditional ResourcesT The following additional resources can help y...

Страница 146: ...blem No Data Population in the Receipt GridT TDescriptionT TNo fields e g date or amount are recognized on any receipts T TSolutionsT 1 TIf the software does not appear to be populating receipt or bus...

Страница 147: ...ew Video Choose THelp Overview VideoT Video Tutorials will help familiarize you with some common tasks in NeatWorks To view the tutorials choose THelp Video TutorialsT Troubleshooting A troubleshootin...

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