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Deleting Reciepts

Joel Droba - Nov 08, 2016 01:47PM

When I scan in receipts from my NEATConnect scanner, they are initially added to the "recently added" default folder. I then go into that folder and categorize them, then move it to the correct file in the Filing Cabinet.

After I have done that, can I delete the receipt that is still showing in the Recently Added folder? Or if I do that, does it delete it permanently everywhere? From an IT perspective, did moving the receipt actually make a copy of the receipt in the new location, or is that just a link to the original file?

Thanks,

Joel

3 Community Answers

Lorenzo Nov 09, 2016 11:17AM
Hello Joel,

The 'Recently Added' folder is a filter. Meaning that the file is not actually stored there. Therefore, if you delete an item from the Recently Added folder then you will be deleting it from where-ever it is actually stored in the software.
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Teresa Mar 23, 2017 03:08PM
This is my second year using the neat scan. After I finalized scans from previous year, I deleted them in order to start over. So now that I a done I have 521 in my "receipts" folder. However when I click on my Cabinet Stats there is a gray folder of receipts totaling over 1300 receipts, but I can't view them. Could this be the receipts that I deleted last year?
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Lee M. Mar 23, 2017 03:13PM The Neat Company Agent

Teresa—

Have you emptied the trash in your Neat database? This might be artificially boosting the number of receipts in your database.

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