NeatWorks Search and Advanced Search Tutorials
Welcome to the NeatWorks Search & Advanced Search Tutorial. Both the Search and the Advanced Search features allow you to search on any text in your Receipt, Documents, and Business Cards. However, searching in the Business Card Organizer is somewhat different, and we will cover that at the end of this tutorial. Ready? Let’s begin.
In NeatWorks, the Search feature is used to quickly locate data and information. The Search features in NeatWorks not only retrieve information that you've entered manually, but also searches on all the text from scanned items, which means it can read OCR text, or the text in your scanned images.
To search for text in NeatWorks, open one of your Organizers. In this example, we are opening the Receipt Organizer. It’s important to note that the Search feature only works within each organizer, so you want to search for receipt information, you would open the Receipt Organizer. If you want to search for document information you would open the Document Organizer, and so forth.
In the upper right hand corner of your screen, you’ll notice a magnifying glass icon located next to the Search box. To perform a keyword search, simply enter a search term (or keyword) in the search field that relates to the receipts that you are looking for.
In this example, we have entered the word ‘phone’ in the search field to find all phone related expenses. Press enter to conduct the search.
The NeatWorks search engine searches for every receipt in the Receipt Organizer that contains the keyword ‘phone’ and returns a list of receipts that contain the search term.
The other NeatWorks search feature is Advanced Search. Advanced Search allows you to ‘search’ folders or individual receipts using single or multiple criteria.
Click the Advanced Search link located at the top upper-right of your screen.
The Advanced Search screen displays at the top of your screen. There are two simple steps in conducting an Advanced Search. The first step is to select what you are looking for. You have two options: Receipts or Folders. Check the radio button next to the option that best fits your needs. In this example, we are selecting Receipts. The next part of this step is to tell NeatWorks whether you want to conduct the search using ‘single’ or ‘multiple’ criteria. In this example, we are selecting the ‘single’ criteria option.
Step 2 of Advanced Search is defining your search criteria. To define your criteria select the ‘Looking At’ dropdown arrow. Here you have several options. In this example, we are selecting ‘Vendor.’
Once you have selected what you are looking at, you will see another field asking you to tell the NeatWorks search engine how you want it to return your results. Here you have two options. In this example, we have selected ‘Containing.’ Once this option is selected, you’ll notice a text field directly below where you can enter the text that you want to search for contained in the receipts. Here we have entered ‘Office Pro’
Click the Search button. NeatWorks returns your search results with all of the receipts containing the vendor Office Pro.
To clear the search results and restore all your folders, simply click the Cancel Search button.
Because the Business Card Organizer does not contain folders, the search process is a little bit different – sort of like a digital Rolodex. Let’s get started.
Open your Business Card Organizer by clicking the Business Card tab located at the top of your screen.
You will see that you can quickly filter through all your contacts by simply clicking the first letter of the first name, last name, or company name of the contact you want to locate.
You can also use the keyword search by typing in any of the contact’s information, such as name, company, or city.
Use the Advanced Search options to have even more control over your search criteria.
With the search feature in NeatWorks, you have access to all of your information in a few simple steps.
To learn more about NeatWorks, please refer to the NeatWorks in-program Help menu.