Corporate Users Forum

"Department" field in Contacts Database

dddlev — Sun, 27 Jan 2008 20:35:02 GMT

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 Seattle

Acessing Neat Reciepts data from another computer

rage — Tue, 24 Jul 2007 15:25:58 GMT

Is there a way that the neat reciepts data can be accessed from a different pc? We would liek to be able to scan reciepts in and have our remote admin (who uses term services to another computer) be able to access the data as needed.

Thanks!

Subj: NeatReceipts as a Corporate Expense Reporting Solution

Vik_Desai — Fri, 16 Feb 2007 19:43:58 GMT

Hello!

This is a new forum specially started for discussing NeatReceipts as a corporate solution for expense reporting. We have had a lot of customer locations, where NeatReceipts was installed and used company wide as the single solution for expense reporting.

We want to hear from both, our existing corporate customers and anyone who is looking at a high-ROI, paperless and efficient method of expense reporting for your company or small business.

Questions, Comments, Feedback, Suggestions….we want it all!

Small corporation use... LESS!!!

pbasch — Sat, 23 Feb 2008 07:37:27 GMT

I keep books for my wife's small corporation. We use Quicken H&B, and TaxCut. I got a great deal on the NR scanner, and the hardware is very nice. The software totally bites! I can't pick tax categories for corporate tax form 1120, only 1040. It doesn't integrate with Quicken, thus requiring double entry. It would be great if Quicken had an image field so I could include the picture of the receipt in the entry, but that's a quicken issue, not NR. Anyway, I am finding the scanner more of a pain in the ass than simply typing in each entry into quicken.

CPA in Washington, DC

Yao Tyus — Tue, 25 Mar 2008 00:22:27 GMT

I am looking for Neat Receipt using account/bookeeper in Washington, DC that works will a small business. Any suggestions?

Multiple users Same Dept Same Database?

Eblaire — Mon, 11 Feb 2008 21:06:09 GMT

We are an IT dept of a corp. Our mgrs currently use individual means of reconciling corp credit card. I will be assuming the responsibility of providing receipt scanning for all mgrs. Can I use one database for all 4mgrs and still be able to find receipts for each mgr when I need to? My intent is to centralize one database and make all entries to same. We do not import reports we just include pdf copies along with the expense report when we turn it in for processing.

Thanks

Transferring Database files from Neatreceipts Version 2.75 (Win XP) to 3.0 (Win Vista) upgraded to 3.4

kwame — Sun, 18 Nov 2007 15:38:39 GMT

I backup my Database files on my Dell Dimension (Win XP) and transfered them via flash drive.

I then opened the flash drive on my Dell Inspiron (Win Vista) and viewed the databaes files but was unable to transfer them to Neatrecieipts version 3.0 upgraded to 3.4.

Can anyone help with this problem?

Silent Install

legends92 — Mon, 15 Oct 2007 20:39:56 GMT

I work for a large corporation and I have been told to evaluate this scanner. Are there any instructions on how to install the software silently. I cannot install the software by elevating the executable via RUN-AS to install the software. Our users are Power Users and do not have administrative rights. With most software or hardware, we are able to elevate the installer with a RUN-AS to install. Any suggestions?

problems creating excel export template.

skbutt — Mon, 10 Sep 2007 23:43:48 GMT

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 get.

Bitmap

Name:

Steven

Butt

Expenses for the Period:

Digital BP Expense Reimbursement Report

Airfare

Hotel

Rental Car

Taxi

Meals

Phone

Office / Computer

Expense Categories
(unmapped)

Amount - Expense Categories
(unmapped)

TOTAL AMOUNT

Date

Vendor

8/16/2007 0:00

Mileage

17.80

8/13/2007 0:00

Mileage

17.80

8/13/2007 0:00

Marriott

646.05

8/13/2007 0:00

General Retail

5.06

8/13/2007 0:00

13.87

8/15/2001 0:00

52.11

8/16/2007 0:00

9.30

8/14/2007 0:00

33.62

8/27/2007 0:00

Wal-mart

General Retail

9.02

8/23/2007 0:00

Kinko's

Other

31.72

8/23/2007 0:00

Costco

170.95

8/16/2007 0:00

Avis

215.30

8/13/2007 0:00

Delta

#####

1,279.80

#####

646.05

215.30

108.90

170.95

2,502.40

here is what I get

8/16/2007 0:00

17.80

8/13/2007 0:00

17.80

8/13/2007 0:00

Marriott

646.05

8/13/2007 0:00

5.06

8/13/2007 0:00

13.87

8/15/2001 0:00

52.11

8/16/2007 0:00

9.30

8/14/2007 0:00

33.62

8/27/2007 0:00

Wal-mart

9.02

8/23/2007 0:00

Kinko's

Other

31.72

8/23/2007 0:00

Costco

Software/Hardware

170.95

8/16/2007 0:00

Avis

215.30

8/13/2007 0:00

Delta

#####

Bitmap

Name:

Expenses for the Period:

Digital BP Expense Reimbursement Report

Airfare

Hotel

Rental Car

Taxi

Meals

Phone

Office / Computer

Expense Categories
(unmapped)

Amount - Expense Categories
(unmapped)

TOTAL AMOUNT

Date

Vendor

The above expenses are true and complete:

Employee Signature

Instructions:

1 - Please enter only one expense item per line

Manager Signature

2 - Enter the Date, Description and amount for each event

3 - All expenses must have accompanying receipt for reimbursement

problems creating excel export template.

skbutt — Mon, 10 Sep 2007 23:43:33 GMT

Hi,

Bitmap

Name:

Steven

Butt

Expenses for the Period:

Digital BP Expense Reimbursement Report

Airfare

Hotel

Rental Car

Taxi

Meals

Phone

Office / Computer

Expense Categories
(unmapped)

Amount - Expense Categories
(unmapped)

TOTAL AMOUNT

Date

Vendor

8/16/2007 0:00

Mileage

17.80

8/13/2007 0:00

Mileage

17.80

8/13/2007 0:00

Marriott

646.05

8/13/2007 0:00

General Retail

5.06

8/13/2007 0:00

13.87

8/15/2001 0:00

52.11

8/16/2007 0:00

9.30

8/14/2007 0:00

33.62

8/27/2007 0:00

Wal-mart

General Retail

9.02

8/23/2007 0:00

Kinko's

Other

31.72

8/23/2007 0:00

Costco

170.95

8/16/2007 0:00

Avis

215.30

8/13/2007 0:00

Delta

#####

1,279.80

#####

646.05

215.30

108.90

170.95

2,502.40

here is what I get

8/16/2007 0:00

17.80

8/13/2007 0:00

17.80

8/13/2007 0:00

Marriott

646.05

8/13/2007 0:00

5.06

8/13/2007 0:00

13.87

8/15/2001 0:00

52.11

8/16/2007 0:00

9.30

8/14/2007 0:00

33.62

8/27/2007 0:00

Wal-mart

9.02

8/23/2007 0:00

Kinko's

Other

31.72

8/23/2007 0:00

Costco

Software/Hardware

170.95

8/16/2007 0:00

Avis

215.30

8/13/2007 0:00

Delta

#####

Bitmap

Name:

Expenses for the Period:

Digital BP Expense Reimbursement Report

Airfare

Hotel

Rental Car

Taxi

Meals

Phone

Office / Computer

Expense Categories
(unmapped)

Amount - Expense Categories
(unmapped)

TOTAL AMOUNT

Date

Vendor

The above expenses are true and complete:

Employee Signature

Instructions:

1 - Please enter only one expense item per line

Manager Signature

2 - Enter the Date, Description and amount for each event

3 - All expenses must have accompanying receipt for reimbursement

How can I connect to the NR database using another client? [cross-posted w/ General]

srunyon — Fri, 25 May 2007 14:47:42 GMT

[Cross-posted with General forum]

If I wanted to create an external app that could provide data extraction and analysis services, is there a way for that to happen? (Of course, you could always take a copy of the mdf and attach it to another SQL instance for which you have a login, but that's a pain and opens the door to inconsistent data.) Any suggestions? Does NR have an API or some other means of accessing the data directly? Or am I going at this entirely the wrong way?

I'm using 2.7.6 b1 Professional on 32-bit Vista.

TIA

Integration with "Expensable" expense reporting solution

brent.christensen — Fri, 11 May 2007 23:09:40 GMT

We use the Enterprise Edition of "Expensable" (as well as the Offline Edition) for our sales and marketing expense reporting tool. I recently purchased the Scanalizer with the hope that we could figure out how to use the solution to extend the capabilities of Expensable. Unfortunately, there does not seem to be a "clean" way to do so.

Essentially what I would like to see is a way to capture all the receipts using the NeatReceipts software and then export the file in a format that Expensable can read in as a new report (including image attachments). One would still probably have to go in and make adjustments (like adding guest names for meal and entertainment expenses), but it would save a LOT of time and create a nicely integrated solution.

Has anyone played around with this capability and figured out a way to do this?

Thanks in advance,

-Brent

Please support other databases

BWeaver — Tue, 08 May 2007 23:41:53 GMT

I am a .Net developer, and already have SQL Server 2005 installed on my PC. It would be really great if the install process allowed you to select what SQL server you would like the database installed to, or an advanced option that allowed install of the NR software without the MSDE install, and a separate database export file that could be imported into SQL Server or SQL Server Express, etc., separately.

oracle

thaylin — Tue, 06 Mar 2007 04:06:18 GMT

Is there a plugin or a way to like Neat Receipts profesional with oracle?

Sharing Excel Templates

D Seely — Thu, 19 Apr 2007 14:16:30 GMT

I am a new corporate user and we have developed excel templates for everyone to use. Is there any way to share these templates along with the mapping parameters? Many of our users are computer challenged and are offsite. It would be very difficult to instruct the mapping process to them through an e-mail.

Thanks

Neat Receipts in a networked environment

roland_whitley — Mon, 02 Apr 2007 20:04:50 GMT

I've posted this in the general forum, but I wanted to post this here for a setup that I am using in a small business environment.

I have Neat Receipts running on a Win 2003 Server, which is part of a domain. I am running into two problems.

1) It is installed under the administrative account, but I don't want to give the the administrative account to the data entry user (I have given them administrative rights to that machine). When the open Neat Receipts, it is empty. Is it possible to share the the same data.

2)I telecommute and gain access to this machine via vpn and remote desktop. When I try to open NR from the remote desktop, it does not open. My guess is it is trying to do hardware related functions not available over remote desktop. Is it possible to NR in order to view or complete data entry after scanning is done.

I also want to add that the db location is going to cause major problems for me because I installed it on this server because it is part of my SAN. I do not have much storage space on my system drive.

Thank you,

Roland Whitley

Subj: Questions about Excel-based expense reporting

Vik_Desai — Fri, 16 Feb 2007 19:45:23 GMT

Does your company require you to submit an excel spreadsheet to submit expenses? Do you have to turn in your original receipts with this report?

NeatReceipts has Excel mapping features, which help you to map your expenses from NeatReceipts to your existing Excel spreadsheet. So no more typing in your Excel spreadsheet!

Please post any questions about how NeatReceipts could map into your spreadsheet, or how NeatReceipts can make using your current Excel based solution a snap!

Run in MONO environment ?

GusBode — Tue, 13 Mar 2007 05:30:35 GMT

http://www.mono-project.com

Mono provides the necessary software to develop and run .NET client and server applications on Linux, Solaris, Mac OS X, Windows, and Unix

Do you have any plans on supporting the MONO project with you application ?

If you allowed for the use of something like SQLite instead of MSDE, then your application would be portable and reach more customers.

Gus

Tracking for Different Companies

Woody Gray — Mon, 05 Mar 2007 07:50:17 GMT

How can I keep receipts separate for different companies. Further - take different real property assets where you would want to keep receipts separate - how do you set up different folders or accounts? Woody

How do I Export Business Cards Info Completely to my CRM?

Fireflyinva — Tue, 20 Feb 2007 20:41:03 GMT

I have a mess of business cards I would like to export to my CRM software. My CRM is set up to import data stored in common database or MSExcel format. I have scanned several hundred cards, corrected them on the view screen and then tried exporting them. The export function appeared to work easily--but when I opened the new files, I found the exported version only included partial information. For instance, while names and email addresses were there, snail mail addresses were left off.

How can I get all the business card information to fully export to a more universal data format?