The Neat Company Forums

Wouldn't it be great if there was a folder type for incoming funds or checks that could be properly categorized with the payment copy.  We are a contractor and product supplier.  As such we have to file reports of income by many different categories.  Sometimes the category is municipality related and sometimes it is the type of ...

I would like to see: 1) The ability to display and sort on date scanned.  I scan a lot of receipts, then go in and "clean" up the data.  I like the ability to look at "date scanned" to find receipts.  I'm never gonna find that receipt from 6/3/08 that gets scanned as 6/3/03.  2) A column for entry type ...

I have just returned to Neat Receipts as I converted to using Macs almost two years ago. I am glad to be able to use the product again and congratulations for allowing the free download to old Windows users. As a European user I have difficulty with the date fields on a receipt. 10/06/08 would be input by Neat Receipts as 6th October 2008 as per ...

That is a must have feature. The best way to back up data is to keep it somewhere online and I do not think it is wise to put an unencrypted document database online.  Lack of encryption seriously restricted the usefulness of the system.

New year... New functionality??? I think the ability to import .PDF files is crucial for all of us. I have literally accumulated thousands of pieces of paper over the years. Just recently within the past couple years we have all seen the media pushing "going green". I now have all my bills and statements sent electronically and all of ...

The cropping feature should be allowed at all times, including Smart Sorting.

It is a complete waste of time to have to print PDFs just so I can scan them into NeatReceipts.  It would be so much better and faster if I could simply import PDFs like I do other image files.    When will NeatReceipts be able to allow for that type of functionality as almost everyone of my bills and documents are in PDF format? ...

I use this for expense reports on the road, two suggestions.   1.  Improve export to pdf quality, it is horrible, I currently have to "print" to .mdi and use microsoft imaging to create a .mdi file from the different docs and receipts and then print to pdf using an installed pdf converter.   Reason?  There are ...

I agree. I would like to be back on at least 1 on the newly split items. But even better would be to mimic Quicken and how they handle splits. In the split popup, category, memo, amount. Adjust button... Then go back to 1 seemless looking transaction with the full amount and category saying "Split" grayed out.

Example: My doctor's office lists, all on one card, the main address and the satellite addresses and the name of the physician's assitant and nurse. Outlook supports 3 address fields (Home, Work, Other). 1) I'd like to be able to capture at least 3 addresses into one contact 2) and to have the option to capture the ...