Neat Legacy Support Community

Welcome to Neat's Legacy Support Community.
Here you will find questions and answers from customers just like you!


Legacy :: Windows :: Organize

  • Moving item on credit card bill

    1 Agent Answer 0 Community Answers Feb 15, 2017 12:07PM EST

    Can I move an item from my credit card statement to a category? How?

  • Filling Forms

    1 Agent Answer 0 Community Answers Feb 10, 2017 11:52AM EST

    Is there any way to fill forms in Neat ?

  • Separating Combined Documents

    1 Agent Answer 0 Community Answers Feb 04, 2017 11:30AM EST

    I have quite a few receipts that were scanned as a combined document. I need to separate these receipts. I did...

  • Separate Accounts

    1 Agent Answer 0 Community Answers Jan 30, 2017 10:27PM EST

    I was just wondering. I have scanned into NEAT both personal and business Documents and receipts. The person...

  • customize default fields

    1 Agent Answer 0 Community Answers Jan 25, 2017 03:16PM EST

    How do you change the type of field from text to value in the database. I need to track several $ value fields...

  • Currency

    1 Agent Answer 0 Community Answers Dec 13, 2016 11:44PM EST

    When you enter in a monetary amount for a receipt it is displayed in dollars. Is there a way to display it in...

  • Deleting Reciepts

    1 Community Answer Nov 08, 2016 01:47PM EST

    When I scan in receipts from my NEATConnect scanner, they are initially added to the "recently added"...

  • Split Receipts

    1 Community Answer Oct 20, 2016 05:17PM EDT

    How do I split receipts in Neat for Windows?

  • Parsing

    1 Community Answer Oct 20, 2016 05:10PM EDT

    How can I get the software to automatically fill in fields for documents?

  • Move items

    1 Agent Answer 0 Community Answers Oct 14, 2016 10:54AM EDT

    How do I move items in my database?