The Neat Company Forums

Getting Started

Before you continue, please install and set up your SCANALIZER. If you have trouble with installation, view our troubleshooting installations guide. For failed installations, please contact us for help.

Note: The following instructions are for NeatReceipts Professional version 2.5 and higher.

Download a PDF of the NeatReceipts User Guide here. (5MB download)

Getting Organized with Folders

With the SCANALIZER, you can get better organized by separating different items into different folders. For instance, you can store all of your home receipts in one folder and all of your business receipts in another.

• All items you scan into NeatReceipts get stored in folders that make it easy to find items fast.
• All folders are categorized in the top grid.
• When you select a folder, the items inside it are displayed in a grid below it so you can see where your data is located.
• You can use descriptive Folder Type and Labels to stay well organized.

Here are some names we created to help you organize your folders:

Notice how Folder Types are used for broad categorization, while Folder Labels contain more specific information.

• You'll find many other column options in the Folders grid you can use to organize your folders, such as Period End and Purpose.
• The more descriptive you are with your Folders, the easier it will be to access information later.

How to Create Folders

• To enter Folder Type and Folder Label information, click into the appropriate cell in the grid and choose a value from the drop down list or type in your own title.
• To add a new folder, click the large "Create New" icon (top left) and choose Folder.
• To scan items into a particular folder, click the folder once to highlight it before scanning.

You can cut and paste scanned items from one folder to another. Here's how:

• Select rows from the lower grid you'd like to move, then choose Edit > Cut.
• Next, click the folder row in the upper grid you'd like to paste the items into and choose Edit > Paste.

How to Scan

• Click on the Receipt Organizer button to access receipt folders.
• Create or select the folder where you’d like to save a receipt, then position the receipt vertically or horizontally in the scanner and click SCAN.
• For faster scanning, position the receipt so its widest side is being drawn into the scanner (usually horizontally). Thanks to NeatReceipts, the image will rotate automatically.
• Watch the SCANALIZER read key information from the receipt such as the date, vendor name, amount and more, then organize that data in spreadsheet format in the lower grid.
  Tip: No saving is required in NeatReceipts. All the information is saved automatically.
• After each scan you will want to review and verify the data. To modify any information, click in a grid cell and edit as necessary.

Wherever possible, key data from the receipt is automatically placed into the appropriate columns within the designated row.

• The SCANALIZER will not always recognize all the information on your receipt.
• Any information not recognized can be manually entered with ease.

The SCANALIZER attempts to read the following fields:

• Transaction date
• Total amount
• Payment type
• State sales tax (USA)
• Vendor name
• Category
• PST/QST and GST/HST sales tax (Canada)

For the SCANALIZER, NeatReceipts has built in a vendor database of over 1500 popular stores, restaurants and hotels that the SCANALIZER can recognize. Each vendor name has already been associated with an expense category, such as "Restaurant" or "General Retail."

• Although THE SCANALIZER may not have the name of your neighborhood supermarket in its database, you can easily add it so it will instantly recognize the name the next time.
• To add a vendor name, simply click into the vendor name field and type it in.
• If you enter an expense category for that vendor name, it will remember that as well.