The Neat Company Desktop Scanner NeatReceipts User Manual

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?
1

The Neat Company Desktop Scanner NeatReceipts Specifications

General

Brand	The Neat Company
Model	Desktop Scanner NeatReceipts
Category	Scanner
Language	English

Summary

Getting Started with NeatWorks

Understanding NeatWorks Basics

Introduction to NeatWorks features and initial concepts for new users.

Core Scanning and Organization Features

Using the Quick Scan Center

Instructions for quick, batch scanning of documents without launching the main application.

Managing Items in the Inbox

Workflow for verifying, editing, and filing scanned items in the NeatWorks Inbox.

Organizing Data with Folders

How to create, manage, and utilize folders for organizing scanned receipts and documents.

Working With Receipts

Core operations for scanning, editing, and managing receipt data.

Using the Business Card Organizer

Features for managing contacts and business card information.

Using the Document Organizer

Processes for scanning, organizing, and managing document files.

Advanced Data Management and Export

Exporting Data to Excel

Creating Excel maps for custom data export and transferring NeatWorks data to spreadsheets.

Importing and Exporting Receipts

Procedures for bringing receipt data into NeatWorks and exporting it in various formats.

Using the Tax Organizer

Functionality for categorizing tax-related items and generating tax reports.

System Maintenance and Support

Database Backup and Restore

Essential procedures for backing up and restoring the NeatWorks database to protect data.

Scanner Maintenance and Cleaning

Guidelines for calibrating and cleaning the scanner for optimal performance.

Finding Support and Updates

Information on accessing help resources, tutorials, and software updates.