The Neat Company Forums

The split transaction feature is the way to do it. Once split you can re-categorize the transaction as cash or whatever. Works great with stores like Walmart and Target where you might you might have Groceries, Clothing and Cash. The only issue I have with split transactions in NeatReceipts is during an export to Quicken the split transactions ...

My company is implementing Concur for expense reporting, and I was wondering if NeatReceipts integrates with Concur out-of-the-box, or if there are some steps I can take to streamline the expense reporting process (i.e., Excel Map)?

Does anyone know how to make the form duplicate the one that I see for meals category to be used for entertainment category?

Dan, Unfortunately, at this time, the way our export tool works, we cannot map data based on the 'check'  on the 'Reimbursable' box.  I understand that you need to report only items that are checked as Reimbursable. The only workaround I can suggest at this time is manually selecting the rows that are checked. You can ...