Searching in the Neat Mobile App

Learn how to search within the Neat Mobile app with just a few simple clicks.

   
  1. Click the Search option from the Files section.
  2. Enter the vendor, amount, name, or category of the item you are searching for and click Go or Done on your mobile device.
  3. Search results will show all items that match your search terms. The results will be sorted by the date they were received. Currently, there is no other sorting option.
  4. You can narrow your search by entering multiple identifying terms for your item. For example, you can search for the Vendor name and the amount simultaneously.
  5. Select an item from the results to view the scanned image. Tap directly above the image to view the details.


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