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Create an Expense Report

Learn how to create an expense report using the Neat Smart Organization System. You can create an expense report that aggregates the expenses you have incurred using data from the receipts that you’ve scanned to the Neat Cloud. Watch the video or follow the steps below to create your first expense report.

 

    Before You Begin

    We recommend that you create a folder and put all of the receipts that you would like to include in the expense report into that folder before creating the report. Click here for instructions on how to create a new folder.

    Please Note: Only receipts can be used for expense reports created in Neat; other items are excluded.

 

Create an Expense Report

  1. Open your Neat Smart Organization System. (orange logo)
  2. In the Folders pane, right click on the folder containing the receipts that you would like to create an expense report for. A drop-down menu will appear. Click Create Expense Report.
    Neat Lightweight App Create an expense report - step 1
  3. An Expense Report window will appear. In the Expense Report window, click the small down arrow to select the folder Location that you would like the expense report to be saved in, Name the report, and enter any Notes, then click Create Report.

  4. An Expense Report Created window will appear, informing you that the report has been created and saved in the folder you selected in Step 3.
    Neat Lightweight App Create an expense report - step 3
  5. Select Download to save a copy of the expense report to your computer.

    Select Submit for Payment if you have a QuickBook Online account connected to your Neat account, to send the report directly to QuickBooks Online.

    Or select Dismiss to close the window.

    Neat Lightweight App Create an expense report - step 11
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