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Modifying Neat Expense Report Profile

Last Updated: Feb 01, 2017 09:31AM EST

The Expense report profile provides an easy way to display basic information on the cover page of reports you create in the neat software.  To modify your profile, follow the steps below.

 

1. Click on the Settings option in the top right and choose Expense Report Profile

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2. In the window that opens, add the information in the the fields that you would like to display for the profile on your report cover page.

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3. When you create an expense report and include a cover page, it will automatically include your basic information.

 

 

 

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