The Neat Company provides cloud based software for Small Businesses that automates bookkeeping processes such as expense and spend management, freeing up business owners to focus on growing their business. The Neat Company Desktop Scanner NeatDesk Manuals Manuals and User Guides for The Neat Company Desktop Scanner NeatDesk. We have 1 The Neat Company Desktop Scanner NeatDesk manual available for free PDF download: User Manual.

But though I was able to download the images to my computer, only some of the data downloaded, so I still had to go through each check and add more info to the spreadsheet. What ultimately made me decide not to use Neat Cloud is that there was even less leeway for creating my own categories, so it limited my ability to organize the info in ways I needed to. I took this to mean that Neat had figured out a way to dole out to me my own information. This was very, very offensive.

All they say is “I apologize for that”. Or the tell me they will give it to their programmers. I’m through with them and if I didn’t have a fairly new Neat scanner I would switch to ScanSanp and use their software instead but it’s just too expensive to chuck my scanner and start again. Define “expensive” – time or money? I use a Scansnap s1300i for documents including receipts without any problems. It was $250 when I bought it, but I’ve seen it for $100 on Craigslist. I use Evernote to store my PDF’s, it’s been a good choice since 2010, but you never know when I company will go out of business.

Original review: Nov. 12, 2018 I use my Neat scanner for my income tax, and I also have a lot of medical stuff that I scan into it. Neat said that it works as well as the receipts will work, and I can throw all the receipts that were a pain for me trying to keep up with. I end up putting all my receipts together and then doing it all at one time, so I use my scanner once a month. My son, daughter-in-law and I are fixing to start a business, and so we probably would be able to really use it then.

Neat Alternatives For those that don’t want to make the switch to Neat’s cloud, what do you do? This is especially an issue for those that rely on Neat’s receipt extraction functionality. Option 1 – Ride Out Neat Desktop Until It Dies This is the easiest option, but as new versions of the Mac and Windows operating system are released it will eventually become untenable.

Resizing Column Widths olumns within the Contacts Grid can be resized by doing one of the following: •. • filed a document in the Document Organizer, a new row is added to the Documents Grid, where you can also add and edit information in each document row. You can o add comments to a row. The goal of this section is to help you learn how to work with th Organizer. • What can I do with my document images? Once you scan your document, there are many ways will find the following topics addressed in this section: • Rotating a Document Image • Zooming a Document Image • Viewing a Document in Full Screen •.

• • Selecting Document Rows • Viewing Documents Together From Multiple Folders • Editing Document Row Cells • Adding Comments to Document Rows • Adding a New Document Row • Moving a Docu ment Row to Another Folder • Moving a Document Row to the Receipt Organizer •. • Anytime u need to modify information in a document row, you can do so by editing your document row cells as follows: In the Documents Grid, click in the cell you want to modify. Add information as needed, keeping in mind the following: •. • Toolbar From the, choose Add information in the appropriate columns of the new document row. (If Editing Document Row Cells necessary, see section.) Moving a Document Row to Another Folder If you ever need to recategorize a document because you feel it belongs in a different folder, you can move the document row to hat folder.

The Receipts organizer is shown below. • • How do I scan a receipt? • What can I do with my receipt images? Adobe photodeluxe for windows 10. • How can I work with receipt rows? • Where is my information? • Can I split, sort, and print receipts? • How do I import and export receipts?

I’m going to try copying pages and columns to paste them into a spreadsheet, but then there’s the report issue. With the extremely sporadic functionality of both of my Neat usb scanners, I found a workaround recently, using my smaller Neat scanner with Image Capture on my Mac.

Neat used to be a pleasure to use and highly recommendable to others. It is now a millstone around my neck that I will not recommend it to anyone. I am now paying an annual fee for a product that can no longer get the job done. I investigated Paperless and found it feature rich but not friendly as a receipt manager. There are too many steps required to scan a document, document management is not overly intuitive, although it has some power features once you discover them, and there are limited options to the document hierarchy. Part of the problem is that Paperless relies on the scanner’s Twain software, whereas Neat had all of that integrated.

NeatWorks makes it quick and easy to connect ‘Category’ and “Payment’ type to your QuickBooks Chart of Accounts.: In order to use QuickBooks 2007 with Windows Vista, Note for Vista users only you must have the latest QuickBooks updates installed. • • To export all of the receipts in the selected folder, click the receipts in the selected folder(s) • To export only the receipts that are currently selected, click the Receipts radio button.

To view receipts together from multiple folders: •. • If you want to search for any and all receipts from 'Business XYZ,' but aren't how many receipts you have, when you started working with that company, or even how the company's name is spelled any and all related search results. That is, if you're searching for amount of information, you'll increase your chances of finding all pert Searc in rm. • ot: The search en gine recognizes certain fields within each organizer, and is rog mmed to easily retrieve information from these fields when searched upon. Ste below ar e the recognized fields for each organizer. In addition, the search en in g e will look for and retrieve information in your scanned images. • • Vendor For more information on Search, see earching with the Wildcard ildcard lets you search for terms with missing pieces but still find matches.