The Neat Company Forums

I just set up and want to get going --- would really appreciate any and all suggestions.... so that I don't get off on the wrong foot ... bought NR with the hopes of organizing all family expenses, statements, etc. we have a small farm as well ('farmette' really ... only 15 acres of hay)  and need to keep those ...

Hi folks, I'm just now starting to use NeatReceipts for all of my receipts for my small business including general company expenses and purchases as well as business trips.   So far, I've found the documentation to be good, but really just about individual features.  I'd love to know more about "workflow".  ...

I know I need to upgrade....but for the moment, will the card scanner work with Outlook 2003??

I am a new bee to the NEAT Receipts. Got one for Christmas and trying to use. Couldn't scan anything till I reversed the Calibration sheet (instructions say keep up to see arrows). Scanned one receipt 6 times and get 4 different extracts. Scan a restaurant receipt get category Meals/Restaurant and get a tax category of automobile (first on ...

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

If I scan something into receipts and later want to move it to documents, is there a quick/easy way to do this?

What is the best way to record payment types as a check with a check number?

Aboxley, Try using the 'split-receipt feature. -Right-click on the receipt line item and click Split Receipt.'  -In the split window, you can make appropriate selections about the no. of items etc....For eg: if you split the receipt into 6 items, this action will essentially now make 6 line items of the same receipt, but with ...