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Create an expense report in Neat 5

Last Updated: Feb 01, 2017 04:24PM EST

Create an expense report in neat 5. Neat provides a report wizard to walk you through the four easy steps of creating several report types.  In Neat 5’s Report Creator Wizard, you can create Expense Reports, Tax Reports, and Spending Reports.

An expense report typically contains expenses that an individual has incurred as a result of the business operation. For example, if a business owner travels to another location for a meeting, the cost of travel, the meals, and all other expenses incurred would be included on the expense report. These expenses are considered business expenses and may be tax deductible. Follow the steps below to create your first expense report.

Neat Tip: Reports contain only receipt data; other items are excluded.

Create an Expense Report

  1. Click Report. The Report Wizard opens.

    Neat Windows - Create an expense report in neat 5 - step 1

  2. In Step 1 of the Report Wizard you will choose a report type. Choose Expense Report, then click Next Step.

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  3. In Step 2 of the Report Wizard you have the option of refining report data. Select the receipts you would like to add to the report or use filters to identify receipts by category. For example:
    • If you are looking for a specific receipt amount, choose Amount from the field dropdown list, a mathematical operator from the operator list and then type an amount in the field provided.
    • If you are looking for a specific date, choose Receipt Date from the field dropdown list, a date modifier from the operator list and then type a date in the field provided.
    • Add additional filters by clicking on the Add Filter button and providing the necessary details. Click APPLY to apply the filter to your data set. To delete a filter, click Delete Filter. When done with filters, click Next Step.

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  4. In Step 3 of the Report Wizard you will select your report options. Review and select from the following report options:
    • The default report paper size is 8.5” x 11”. To choose a different size, select one from the Paper Size dropdown menu.
    • Type a title for the report in the Title field.
    • Under the Edit Expense Report Formatting heading, design your report by doing the following:
    • Check or un-check the options for including a cover page, images, page numbers and image captions
    • Under the Sort By dropdown, choose a field to sort the report by
    • Under Sort Order dropdown choose Ascending or Descending
    • Under Image Size select how many images you wish to appear per page.  If you select Actual you can choose to keep the items in their original order, or arranged to best fit the page.
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  5. Click Next Step to preview the report data. In Step 4 of the Report Wizard you will preview and then export the report.
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  6. Review the report.
    • Use the scroll bar on the right side of the window to scroll up and down
    • Use the Next Page and Previous button to move from page to page
    • Use the First Page and Last Page buttons to move to the first and last pages
    • Use the Zoom dropdown menu or icons to make the report larger or smaller
  7. Click Print to print the report.
  8. Click Save As to save the report and then choose the appropriate format. You will be prompted to choose a save location.
  9. Click Finished to close the report.