The Neat Company Forums

Tip #1 Sync data with Microsoft Outlook. Scan business cards and NeatWorks will automatically extract key contact information, such as company, name, email address, phone & fax number(s) and populate fields accordingly.  You can then sync this data with MS Outlook and eliminate the need to manually enter data.  To sync with MS ...

Hi Willi, At this time, NeatWorks is only compatible with US and French Operating Systems.    Sincerely, Jenn

No, it is not possible to set or change the default phone # format.

The application is pre-populated with tax categories.  The Tax Category column (in the Receipt Organizer) is a drop down and you can show / hide categories from that field.   Sincerely, Jenn

Hi Kevin, I apologize for the delayed response.  Unfortunately, it is not possible to point the database to an existing SQL server.   Sincerely, Jenn

We have already begun work on our next major release, and we’d like to get your input to make it even better! If you’d like to help shape the future of NeatWorks, please register and sign up for our Consumer Advisory Board (CAB). As a member of the CAB, you’ll have the opportunity to provide suggestions and feedback, as well as ...

The Neat Company Needs You! We want to hear from you. Tell us the different ways you use Neat for your home and/or business and you may be selected to be featured in a local or national newspaper or on a morning show.   You’ve seen that “typical” American family or individual featured on your favorite morning show or in ...

Tip 1: Donations by cash or check to religious, charitable, educational, scientific, literary, or philanthropic organizations may be deducted.  CAUTION: A cancelled check is not sufficient proof for donations over $250.  You must get a written receipt from the charity.   Tip 2: Fees for lawyers, accountants, and licenses are ...

NeatWorks can auto-detect the type of paper you’ve scanned in (receipt, business card or document).  However, if you’re scanning in a single paper type, for example, only receipts, you change the setting from ‘Auto Detect’ to ‘Receipt’ in the Quick Scan Center.   Note: If an item is misclassified in ...

The Neat Quick Scan Center, available in NeatWorks Version 4, enables you to quickly and easily scan receipts, business cards, documents, and even create PDF files without first launching the NeatWorks application.  Items can be scanned one after the other, they’ll process in the background and the images and data will appear in the ...