Classic Reporting in Neat

Create expense reports, tax reports, and spending reports with Neat. Once created, it will be added to your library and you can download your report to share it with anyone who may need to view it for accounting or record keeping purposes.

Please Note: For the following you will need to be logged in to the Neat web app.

 

FAQs

 

Reports Overview

Creating reports allows you to get an overview of receipts in specific folders and gives you the option to filter by date, vendor, category, client, etc and view totals for the selected items.

Click on Reports from the left hand menu to quickly access all of the report options in Neat.


From this location, you can select view saved reports and locate all of your previously saved reports in Neat.


 

The following briefly describes each type of report you can create in Neat:

Expense Report – Begins with a summary cover page (includes category subtotals and grand total), provides detailed column information from your grid, and includes the scanned images for your items. You cannot include locked items in an expense report.


Tax Category – Groups your items with subtotals along with a grand total of all groups and also lists the date, category, total amount, and % of total for each item. Tax category reports allow you to add a subtitle and additional filters to your report. You can also include images in your tax category report and choose to see 1, 2, or even 4 images per page. You can include locked items in a tax category report.


Sales Tax – Reports the sales tax for selected items along with the date, category, subtotal, and % of total for each group; concludes with a grand total of all items in the report. Sales tax reports allow you to add a subtitle and additional filters to your report. You can also include images in your sales tax report and choose to see 1, 2, or even 4 images per page. You can include locked items in a sales tax report.


Spending Detail – Provides a subtotal for each grouping and includes the % of the subtotal amount for each item within a group. Spending detailed reports allow you to add a subtitle and additional filters to your report. You can also include images in your spending detail report and choose to see 1, 2, or even 4 images per page. You can include locked items in a spending detail report.


Spending Summary – Breaks down the number of expenses for each group in addition to a subtotal for each grouping and includes the % of the subtotal amount for each item within a group. Spending summary reports allow you to add a subtitle and additional filters to your report. You can also include images in your spending summary report and choose to see 1, 2, or even 4 images per page. You can include locked items in a spending summary report.

Please Note: Customers on a Complete plan will be presented with a step for selecting either Transaction or Receipt/Mileage data for the selected report. To follow the below steps, please select Receipts/Mileage. .

How do I create an expense report?

An expense report will show you a detailed summary of all the expenses included in the report.

Please Note: You can only include receipts and mileage in an expense report.
  1. Click on Reports in the menu on the left and choose Expense Report. Then select Receipts/Mileage.
  2. On the Create A Report window, use the drop-down lists to filter and customize what is included in your report.   You can set a date range, specify a folder, select vendors, expense categories, payment types, projects, tax categories, and clients as well as choose to include items marked as reimbursable.
  3. To set a date range, click Select under Date and choose the start date on the left then set the end date on the right. Then click Save.
  4. Set the Folder (required) and select any other options to refine your report. Then click Next Step.
  5. Give your report a title.
    Please Note: Title is a required field.
    1. Optional: Select a folder to save your report once created.
    2. Optional: Add notes or comments to your report.
  6. Once you are done making changes, click Create in the lower right corner.
  7. Your report will be created and you will be brought to your report details.
    1. Optional: You can add details and set classifications. When ready, click Save to complete your report. Otherwise, click the X in the top right to close the report window.

 

How do I create a tax category report?

A tax category report will organize your items by your selected tax categories and provide subtotals for each category as well as a grand total of all items included in the report.

  1. Click on Reports in the menu on the left and choose Tax Category. Then select Receipts/Mileage.
  2. On the Create A Report window, use the drop-down lists to filter and customize what is included in your report.   You can set a date range, specify a folder, select vendors, expense categories, payment types, projects, tax categories, and clients as well as choose to include items marked as reimbursable.
  3. To set a date range, click Select under Date and choose the start date on the left then set the end date on the right. Then click Save.
  4. Set the Folder (required) and select any other options to refine your report. Then click Next Step.
  5. Give your report a title.
    Please Note: Title is a required field.
    1. Optional: Select a folder to save your report once created. Add notes or comments to your report.
  6. Use the drop down lists for Group By and Sort By to organize your report as desired. 
  7. Once you are done making changes, click Create in the lower right corner.
  8. Your report will be created and you will be brought to your report details.
    1. Optional: You can add details and set classifications. When ready, click Save to complete your report. Otherwise, click the X in the top right to close the report window.

 

 

How do I create a sales tax report?

A sales tax report will itemize the sales tax you paid on items included in the report. It will provide subtotals for each group you selected (vendor, expense category, payment type, client, or project) as well as provide a grand total of all items.

  1. Click on Reports in the menu on the left and choose Sales Tax.
  2. On the Create A Report window, use the drop-down lists to filter and customize what is included in your report.   You can set a date range, specify a folder, select vendors, expense categories, payment types, projects, tax categories, and clients as well as choose to include items marked as billable.
  3. To set a date range, click Select under Date and choose the start date on the left then set the end date on the right. Then click Save.
  4.  When ready, click Next Step.
  5. Set the Folder (required) and select any other options to refine your report. Then click Next Step.
  6. Give your report a title.
    Please Note: This is a required field.
    1. Optional: Select a folder to save your report once created.
  7. Use the drop down lists for Group By and Sort By to organize your report as desired.
    1. Optional: Add notes or comments to your report.
  8. Once you are done making changes, click Create in the lower right corner.
  9. Your report will be created and you will be brought to your report details.
    1. Optional: You can add details and set classifications now or at any time you open the report. When ready, click Save. Otherwise, click the X in the top right to close the report window.

 

How do I create a spending detail report?

A spending detail report will organize the purchases included in the report by group. It will provide subtotals for each group you selected (vendor, expense category, payment type, client, or project) as well as provide a grand total of all items.

  1. Click on Reports in the menu on the left and choose Spending Detail. Then select Receipts/Mileage.
  2. On the Create A Report window, use the drop-down lists to filter and customize what is included in your report.   You can set a date range, specify a folder, select vendors, expense categories, payment types, projects, tax categories, and clients as well as choose to include items marked as reimbursable or billable.
  3. To set a date range, click Select under Date and choose the start date on the left then set the end date on the right. Then click Save.
  4. Set the Folder (required) and select any other options to refine your report. Then click Next Step.
  5. Give your report a title.
    Please Note: This is a required field.
    1. Optional: Select a folder to save your report once created. Add notes or comments to your report.
  6. Use the drop down lists for Group By and Sort By to organize your report as desired.
  7. Once you are done making changes, click Create in the lower right corner.
  8. Your report will be created and you will be brought to your report details.
    1. Optional: You can add details and set classifications. When ready, click Save to complete your report. Otherwise, click the X in the top right to close the report window.

 

 

How do I create a spending summary report?

A spending summary report provides an overview of your expenses by the grouping you select. Choose from vendor, expense category, payment type, client, or project. This report includes subtotals for each group as well as a grand total of all items included in the report.

  1. Click on Reports in the menu on the left and choose Spending Summary. Then select Receipts/Mileage.
    Select Tax Category Report
  2. On the Create A Report window, use the drop-down lists to filter and customize what is included in your report.   You can set a date range, specify a folder, select vendors, expense categories, payment types, projects, tax categories, and clients as well as choose to include items marked as reimbursable or billable.
  3. To set a date range, click Select under Date and choose the start date on the left then set the end date on the right. Then click Save.
  4. Set the Folder (required) and select any other options to refine your report. Then click Next Step.   
  5. Give your report a title.
    Please Note: This is a required field.
    1. Optional: Select a folder to save your report once created. Add notes or comments to your report.
  6. Use the drop down lists for Group By and Sort By to organize your report as desired.
  7. Once you are done making changes, click Create in the lower right corner.
  8. Your report will be created and you will be brought to your report details.
    1. Optional: You can add details and set classifications. When ready, click Save to complete your report. Otherwise, click the X in the top right to close the report window.

 

 

How do I create a mileage report?

This feature is currently still in development.

 

How do I locate my saved reports?

  1. Click on Reports from the left hand navigation. Then select Saved Reports.
  2. You will then see a screen with all of your saved reports that are in Neat.
  3. My report is taking a long time to generate, is something wrong?

    If your report is taking a long time to generate, than it is probably because you chose to include images in your report. Reports will take a longer time to generate if images are included because behind the scenes, the Neat Cloud has to build out your report, locate all the images, re-size the images if needed and then generate them on your report.

    If your report is taking a long time to generate, then we recommend closing the report and re-opening it. Reports are not refreshed in the item report view, so you need to close the report and re-open it for it to refresh.


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