turtlegugl.blogg.se - Neat adf scanner software 4.0

Neat adf scanner software 4.0 update#

Transaction Report supports filtering by:.

Transaction Report is accessible from the Reports Dashboard for NeatBooks accounts.

Introducing a new report to Neat: the transaction report allows you to see a list of all transactions and your line items. The column headers in the Transaction Report can now be resorted by:

You can also sort the Transaction Report by column, in order to change the order of transactions with one click.

The totals for each transaction on the transaction report now link to your corresponding transaction detail.

You now have the ability to drill in to view the transaction detail of a transaction from the Transaction Report so that you can make the necessary changes.

Transactions marked as personal can be marked as “Reviewed” without the required fields.

The option to mark as Personal is included in both the Transaction Grid as well as within the Transaction Details.

Neat adf scanner software 4.0 update#

You now have the ability to define a transaction as Personal, allowing you to quickly update and move the personal transactions out of your workflow. For those who are importing from outside of a folder, a toast message will now appear, which includes a link to the folder where the imported items were saved.īookkeeping Enhancements Mark a Transaction as Personal.When the Import modal is launched while you’re in a folder, the folder selection will default to the current folder you’re in.Files Enhancements Improvements to the File Import Experience