The Neat Company 315 manual

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- informations concerning technical data of The Neat Company 315
- name of the manufacturer and a year of construction of the The Neat Company 315 item
- rules of operation, control and maintenance of the The Neat Company 315 item
- safety signs and mark certificates which confirm compatibility with appropriate standards

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Table of contents for the manual

  • Page 1

    PROFESSIONAL USER GUIDE & Installation Guide Get Organized.[...]

  • Page 2

    NeatReceipts Professional User Guide Quick! How Do I... Install NeatReceipts? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Scan my first receipt? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Improve scanned receipt images? . . . . . . . . . . . . . . . . . . . . . .21 Delete a receipt image? . . . . . . . . . . .[...]

  • Page 3

    NeatReceipts Professional User Guide NeatReceipts Professional User Guide Section 4: Mastering Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 About This Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 About Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 [...]

  • Page 4

    NeatReceipts Professional User Guide Section 1: Read This Section First 7   Why Should I Read This Section First? W e know you’re excited about using this program (who wouldn’t be?), but it is important that you take a moment or two to review a few things before you get started. Reading this section of the user guide first will help you g[...]

  • Page 5

    Section 6: Using the Tax Organizer details how to let the NeatReceipts T ax Organizer group tax related receipts. Section 7: Using the Document Organizer covers working with documents, including scanning, editing, sorting, finding, printing, combining, emailing, exporting, and more. Everyone should review this section. Section 8: Appendix contains [...]

  • Page 6

    4. When prompted, plug the NeatReceipts scanner into an av ailable USB port on your PC and then click on OK. The scanner is always on; there is no power switch. 5. Register online. Complete the online registration when prompted (OPTIONAL). Completing the registration form makes you eligible for free customer support, free updates until the next maj[...]

  • Page 7

    Advanced Find Provides a method for locating saved receipts and folders. In addition to date searches, you can search by project, amount, payment type, category , vendor tax category , client (Business & Personal view only), and others. Folders Grid Allows you to create and manage Folders. By default, not all columns are displayed in the Folder[...]

  • Page 8

    Feed the receipt face down into the far right side of the scanner (under the document icon). Y ou can position the receipt vertically or horizontally . For faster scanning, position the receipt so that its widest side is being drawn into the scanner (usually horizontally), as shown below. The image will rotate automatically if necessary . Choose Sc[...]

  • Page 9

    Each time a receipt is scanned into a Folder , a new row is added to the Receipts Grid. Where possible, key data from the receipt is automatically placed into the appropriate columns within the row. NeatReceipts attempts to read the following fields: • T ransaction date • T otal amount • Payment type • State sales tax (USA) • V endor name[...]