You can customize the Neat Sheet by performing steps 8-13. Select the desired Neat Sheet from the list that displays, as shown below: When the following screen displays, click Browse Neat Sheets. Click the Open Neat Sheet button on the NeatScan To Office toolbar. Insert a document face down in your scanner. Follow the steps below to use a Neat Sheet: 1. You can even customize a Neat Sheet for your own purposes, and then save it for future use. Just choose the one that best meets your needs. A variety of Neat Sheets are available for your selection. The receipt image will be scanned as well, and you can modify your view of it as needed. Scanning Receipt Data and Images into a Neat Sheet By using a Neat Sheet, or intelligent template, receipt data such as date, vendor, sales tax and total will automatically be placed in the appropriate fields of your expense report upon scanning. When the scan is complete, the image will display at the current cursor location in your Excel spreadsheet. If you have not done so already, select the desired color option by clicking the Settings button (see Excel Settings for more information). Scanning Images into an Excel Spreadsheet 1. For more information, see Scanning to PDF.
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Note: To scan to a PDF file instead, click Scan to PDF. You can also scan receipt data and images directly into an expense report by using a Neat Sheet, or intelligent template. Scanning Documents to Excel You can scan an image directly into an Excel spreadsheet. You'll be able to store digital records of all your important paperwork with the simple click of a button. NeatScan To Office will boost your productivity while helping you clear paper and clutter from your desk. Scan and insert text, images, or entire documents into PowerPoint® presentations or Word® documents. Scan receipts into customizable Excel® expense report templates (called "Neat Sheets") Scan business cards into Outlook® Contacts. What is NeatScan To Office? NeatScan To Office installs a "Scan" button in Microsoft Office® applications that enables you to: You'll soon be scanning documents, business cards, and receipts into Office applications. Getting Started with NeatScan To Office NeatScan To Office is easy and convenient to use.