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 screen.
  2. Enter in the vendor, amount, name or category of the item you are searching for and click Go or Enter on your mobile device.
  3. After running your search, you will see all items that relate to the criteria that was entered. The populated information will be sorted by the date that it was received. At this time we do not have an option to sort your data an alternative way.
  4. You can also narrow down your search by entering multiple identifying terms for your item. For example, you can search the Vendor along with an amount as shown below.
  5. You can then select the item that you were looking for to expand the details.


How did we do?


Powered by HelpDocs (opens in a new tab)