You would see the receipt listed three times in Neat Receipts with the same date and vendor, but with different categories and dollar amounts. For example, you may have bought dog food, ice cream, and a roll of tape at one store, then split the receipt into categories for pets, groceries, and office supplies. Instead, one copy of the transaction shows up for each category. Quicken, Microsoft Money, and other types of financial software utilize split transactions to divide a transaction into multiple categories. Neat Receipts splits receipts into multiple categories, but it doesn't display transaction splits the same way financial software does in the account register. If you lose the calibration sheet that comes with the scanner, you can print your own. Each calibration of the Neat Receipts scanner takes less than a minute, though multiple calibrations are sometimes required.
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The tutorial also explains how to calibrate the scanner using the calibration sheet. Neat Receipts allows you to view a quick tutorial which explains the general use of the software, the scanner, and how they best work with receipts, tax reports, business cards, and documents. You can change this preference if you later decide to expand or reduce your use of the software. When you first plug in the Neat Receipts scanner, you'll be asked to specify whether you will use the scanner for personal use only (organizing personal and household expenses, managing tax-deductible expenses, saving documents) or for business use as well (organizing business expenses, creating expense reports). Just follow the directions and take any shortcuts during the Neat Receipts installation to avoid potential hassles later on. The software prompts will guide you through the installation process. Insurance policies, employee contracts, and any other miscellaneous documents can be stored here, and easily accessed through the search function. Once it's pulled from the document, the information is organized in a contacts tab, where it can be searched, synchronized with other software, or exported as a file.ĭocuments Organizer: This catch-all section allows you to create descriptive folders that customize your organizing experience. The tax data can be exported to TurboTax, Microsoft Excel, and other file types.īusiness Cards and Contacts: Documents entered into this section are automatically scanned for contact information. Users can compile income tax information within the software, or generate tax documents including Form 1040 and Schedule A attachments. Tax Organizer: This section contains 116 tax categories that make it easier to organize purchases and report them during tax season. Scanned documents are saved as an image and the software automatically pulls the date, purchase amount, and other details. They can also break down purchases by category. Receipts Organizer: Folders within this section separate business receipts from personal. The Neat Receipts software is organized into four sections:
Neat Receipts is for people who want to keep paper documentation digitally organized, reduce the amount of paper you physically store in files (or piles), or export receipt data to a spreadsheet or financial software like TurboTax.
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Receipts can be printed, emailed or exported to a PDF or a variety of other formats. Scanned items are organized into folders with separate organizers for receipts, tax-related documentation, business cards, and miscellaneous documents. Neat Receipts can even indicate if the receipt's amount is reimbursable or tax-deductible. Scan a receipt and the software will pull the transaction date, amount, and sales tax into the software, then categorize the transaction.
The Neat Receipts Scanalizer specializes in scanning and storing the images and details of receipts, business cards, and any paper documentation up to 8.5 inches wide. When you buy the Neat Receipts Scanalizer, you'll get a compact, lightweight scanner, along with software to organize your digital images, a USB cable, and storage accessories.
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