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 ...

I have had Neat Receipts since Feb 2007 and all I wanted to do is map the receipt data into my companies Expense Report.  The Expense Report is a basic Excel Worksheet and I have tinkered with it for about a year on and off.  You see my expense report has the categories in a column going down the left side of the page and the Dates going ...

The export to Excel 2007 stumbles when it tries to arrange the receipt images.  It looks like the new Excel version saves in a new extension .xlsx and when it saves to the old 2003 format it stripps away the macros.  This is a major pain.  The data mapping does work however.

Is anyone else having an issue with exporting to Excel 2007.  The data map exports correctly but the receipts are stacking on one another.  This probably has something to do with how Excel handles macros in 2007.  Please help if you know a work around.  I just got this new laptop pre-installed with Office 2007 and this is a ...

I also cannot export to Excel 2007.  The data map works well but the receipts don't export right.  They stack on top of each other and don't align with their reference numbers.  Business are moving to Office 2007 and Neat Receipts needs to step up!

When scanning business cards, I need to keep track of the department and business unit of corporate contacts in order for my contacts information to sync up with our Salesforce database. It is not clear how to add custom fields to the business card database in NeatReceipts (I'm using version 3.0.4 on a Windows XP machine). -thanks, David in ...

Has anyone gotten the this template to work with Excel 2007?  I get the following error: "The following features cannot be saved in macro-free workbooks: VB Project.  To save a file with these features, click No, and choose a macro-enabled file type in the file type list.  To continue saving as a macro-free workbook, click ...

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)?

Hi Cam, At this time, it is not possible to export data from NeatReceipts to an expense report template where the categories are rows instead of columns.  Do you have the flexibility to change the template you submit for reimbursement?   Jenn 

Hi, I'm trying to incorporate your exported data into my corporate std expense report. which I believe was created using your software.  The problem I'm having is that all of the data gets placed at the top of the spreadsheet, and not in the middle where the data should go.  This is the sample, and next is what I ...