The Neat Company Forums

I scan a lot of documents, and use very few fields: title, author, date, category, personal, business, and notes.

I'd like to see these fields appear by default in the data entry area when I scan a new document. 

I have successfully organized the list view to show these fields, but not the data entry area; thus, data entry is painfully slow, as a custom field (business) doesn't appear; and I need to skip over a bunch of unused fields.

I get the impression that the vendor doesn't answer questions here, but I'm hoping some other kind soul will take pity on me, with some assistance with three questions:

1. Is there any way to specify the fields that display by default in the data entry area?

2. Is there any way to switch the default fill-in of Vendor to automatically fill in Author instead (a field I find better describes the document originator)

3. If (2) is no, is there any way to replace the Vendor field with the contents of the Author field for 2000 records on a one-time basis, then I'll start using the Vendor field?

 

Many thanks for any assistance.

I also use very few fields for tracking receipts and am very unhappy that the new version of NeatReceipts has not only cluttered up the data entry area with a ton of new fields that I don't need, but seemingly makes it impossible to remove them!

The program's "Create or modify fields" dialog gives the impression that the user can remove any field by selecting its name in the list, then clicking on the "Remove" button.  Yet, when I do so -- at least for any of the pre-set fields -- nothing happens.  And the option to un-check the field name in the Receipt fields list in the upper-right corner is not available, as all of the default fields are grayed-out.  Better to not offer the option of customizing the display at all then offer an interface that promises just that without delivering.

So now I'm stuck with a mess of new fields in the data entry view, forcing me to scroll down to the Notes field, as well as any new fields I might add, every single time I enter a receipt.  Did it not occur to Neat that if I go to the trouble of creating a new field, I'd probably prefer it not be relegated to the very bottom of the list, with no way to move it?

As someone who designs web site and application interfaces for a living, I am surprised that such basic usability issues were not resolved prior to this software's release.
 

Me too!  I'm having the same issue and hate it.

I COMPLETELY AGREE WITH THESE COMMENTS!! And Yes I am yelling, because the ability to customize field views should really not be that hard, and I am very annoyed that I have a zillion fields cluttering my screen and my reports when I only need a few. PLEASE fix this as soon as possible.

The odd thing is.. on the back of the box ( NeatReceipts for MAC) there is a screen shot showing a receipt being entered with far fewer fields than MY setup is showing. I would like my setup to look like the box screen shot.

 Has anyone tried calling tech support about this?

helloooo? technical support? is anyone going to answer this question? it's a major pain in the butt.

I am looking for a similar answer, I'll let you know if I find anything out.

 

Hi,

We appreciate the feedback.

In the current release, field visibility settings or positioning in the item view at the top of the screen cannot be adjusted.

Our support group has reported this to the Mac team as a significant usability problem, but I'm afraid I don't have a timeframe on a change.

 

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Mike Landis
The Neat Company

Well I hope it is soon. This is very frustrating! I create a new field and then I have to go select it every time to activate it. and then to not be able to get rid of the useless fields like GST or PST, what are those any way. I can't find an reference any where in any this very limited help that Neatco provides. Not to be able to re-order the fields seems odd when most of Mac apps allow this type of action.

Add another vote for configuring fields.  Less is always more!

Thanks,

Rich 

Well I'm glad I found this thread...I thought I was going crazy.  Is this why Neatco doesn't offer a 30 day free trial for the software? 

I agree --

has this been resolved yet?

Ditto

I had to Google the terms. PST is Provincial Sales Tax and GST is Goods and Services Tax (sorta' like VAT).

It's nice that they add options for international users, but at least give us the option of removing them if we don't need them.

I break my receipts out into categories like groceries, household, medical, diapers, and pet care. While I can add the fields for tables, I can't access them from the inspection window it seems.

If I recall correctly, the previous version for the Mac would allow you to remove and deselect unused fields.  Is it possible to revert to the previous version without messing up the database?