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? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26
Save a receipt image as a graphic file? . . . . . . . . . . . . . . . . . .27
Find the last few receipts I scanned? . . . . . . . . . . . . . . . . . . . .31
Find a receipt I scanned last month? . . . . . . . . . . . . . . . . . . . .31
Print a receipt image? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .35
Split a receipt into multiple transactions? . . . . . . . . . . . . . . . . .37
Export (share) a receipt? . . . . . . . . . . . . . . . . . . . . . . . . . . . .39
Edit a vendor name? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Edit a list? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44
Create a new Folder? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Find a Folder I created a few months ago? . . . . . . . . . . . . . . . .62
Export/Share a Folder? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .64
Run a Folder Report? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76
Scan a business card? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83
Save a business card as a graphic file? . . . . . . . . . . . . . . . . . .86
Edit contact information? . . . . . . . . . . . . . . . . . . . . . . . . . . . .88
Add a photo to a contact? . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
Find a contact? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95
Exchange Contacts with Plaxo? . . . . . . . . . . . . . . . . . . . . . . . .99
Exchange Contacts with MS Outlook? . . . . . . . . . . . . . . . . . . . .99
Assign a Receipt to a Tax Catgory? . . . . . . . . . . . . . . . . . . . .104
Generate a Report in the Tax Organizer? . . . . . . . . . . . . . . . .107
Use the Tax Assignment Wizard? . . . . . . . . . . . . . . . . . . . . . .111
Scan a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
Find a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128
Print a document? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133
Use the NeatReceipts Copier? . . . . . . . . . . . . . . . . . . . . . . . .140
Backup the NeatReceipts database? . . . . . . . . . . . . . . . . . . . .141
NeatReceipts Professional User Guide
Copyright ©2007 NeatReceipts - All rights reserved.
This manual may not be copied, photocopied, reproduced, translated,
or converted to any electronic or machine-readable form in whole or in
parts without prior written approval of NeatReceipts.
3401 Market St., Ste. 120, Philadelphia, PA 19104
Welcome to NeatReceipts Professional
NeatReceipts Professional is the only all-in-one combination
scanner/software that scans and reads receipts and
business cards quickly and accurately.
SCANS
• Captures digital images of receipts, business cards and
almost any other document
ANALYZES
• Proprietary interface pulls key information from receipts
and business cards
ORGANIZES
• Easily exports data to: Quicken, QuickBooks, Microsoft
Money, Excel, Outlook, PDF and more
• Tracks and manages personal and business information
• Tax Organizer groups tax related receipts for tax
preparation
Get organized.
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