NeatWorks TV708LL/A - NeatWorks For Mac Using Manual
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Contents
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• The Editor window provides a detailed view of the item. You canrotate it, zoom in or out, crop, and view multiple pages (if theitem is more than one page long). You can also crop the item byusing your mouse to define an area and then selecting Crop.• Other options include removing a page, or converting an itemthat you scanned in color to black and white.Note: The Item Editor gives you the ability to click and drag theyellow, highlighted text on a document or receipt to the fields onthe right side of the Item Editor screen. You can Reanalyze theimage to highlight the fields.Note: Item View and Item Editor perform in exactly the same way;the only difference is that you can select Remove Page or Convert toB & W only in the Item Editor.Creating Expense ReportsClick the Report Icon at the top center of your screen to open the ReportView.• By checking the box at the top of the Report View, you can choose torestrict your report to a particular date range by checking the box next to“restrict the dates” and entering the start and end dates in the boxes nextto “from” and “to. If you check the “Only Include Selected Items” box youcan restrict the report to only those items you highlight in the table.!• In Report View, click on Report Options. You can also choose whetheryou want only a summary table of field values, only items, or both. If youchoose to include a table, the columns of the expense report table will bethe same as the columns displayed in the table in the main Cabinet15 |
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