NEAT RECEIPTS HOW TO
NEAT RECEIPTS INSTALL

NEAT RECEIPTS INSTALL

The client PC is locked down so that I can't install any extra software on it, and to use their network, I have to use their PC. I have two laptops that I use one belongs to my firm, the other to the client. For the accountants at HQ, I'm sure this is nice for those of us traveling, it's been a pain on occasion. Now we are required to use it to scan and file our expenses on a daily basis. One of the partners in my small firm saw one, fell in love with it and proceeded to order one for everyone in the company (about 250 people).

Hopefully these will be resolved in the future. Basically something that should be quick and easy requires 3 - 4 steps, irritating. What I must do is cut the receipt, go to folder 2, and then paste it there. For example, I scan my Blockbuster receipt to folder 1, but if I want to move it to folder 2, I can't drag and drop, and I can't simply edit the 'folder' column of the receipt to change it to folder 2. You can't easily move receipts from folder to folder. You are constrained to the types of folders that NR gives you, period. You can't easily create new folders / folder types. The user interface is also severely lacking when dealing with the document 'folders'. NR assumes you will only need one DB, and that you are expected to use the folders in a single DB to categorize / classify your receipts.

NEAT RECEIPTS HOW TO

I also have not figured out how to create multiple databases. Unfortunately I cannot set the database to be stored in my database partition (I probably could hack the registry but with SQL Server and the required. I have an OS partition with programs, and a data partition for my data. It is stored in some obscure folder, which is not easily backed up. You cannot set or control where your database is stored. The user interface in dealing with the NR database and the folders are abysmal. Secondly, if there are more than one receipt associated with an entry, you can't add a second or third receipt or document to an existing entry. You can't add a password to protect the receipts data base, which is important because of the sensitive nature of the receipts.

Here are some more detailed short-comings of Neat Receipts:

Which version are you using? Version 3 is what they are selling now.īy the way, the Mac version is coming soon.Hi, I'm using version 3.1 (svc pack 1).

Neat receipts