Neat Legacy Support Community

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Here you will find questions and answers from customers just like you!


Legacy :: Windows :: Organize

  • 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?

  • Create folders

    1 Agent Answer 0 Community Answers Oct 14, 2016 10:53AM EDT

    How do I create new folders for my database?

  • Show folder contents

    1 Agent Answer 0 Community Answers Oct 14, 2016 10:48AM EDT

    How do I expand the folders on the left side of the screen to show what's inside of them?

  • Move multiple items

    1 Agent Answer 0 Community Answers Oct 14, 2016 10:45AM EDT

    Is there a way to move several items at the same time?

  • Edit Category List

    1 Agent Answer 0 Community Answers Oct 07, 2016 03:03PM EDT

    How do I edit category lists?

  • Deleting Items from Trash Folder

    1 Agent Answer 0 Community Answers Oct 07, 2016 03:00PM EDT

    How do I delete a large amount of items in bulk from the Trash folder?