Learn how to capture items with your Neat Mobile App by snapping a picture with your mobile device's camera or importing images from your mobile device.
New Feature! The Neat Mobile App now lets you capture multiple items faster than ever. After capturing the first item, tap Separate to continue capturing several images as individual items before uploading them all at once. No more waiting for the previous item to upload!
You can also import multiple images from your photos as a single multipage item.
See the Neat Pro Tips below for more details. Be sure to update the Neat Mobile App to take advantage of this new feature.
Capture an Item
From the Files menu select Capture.
In the Capture window, choose Take a Photo.
Your device's camera will open so you can capture a photo of your item. The Neat Mobile App uses auto capture by default so you do not need to click a button to snap your picture. The Mobile App will detect the edges of your item and highlight your item in a green box. Auto capture works best when you have a contrasting background. For instance, placing a white receipt on a dark background will make capturing the image very easy. When it has detected all four sides, it will automatically snap a picture and automatically crop it for you.
Neat Tip: If you're having any trouble with auto capture, use Manual Capture instead, by toggling Auto Capture to OFF and using the Capture button.
Once your item has been captured, you will be brought to the Capture screen before you send the item to Neat. Check out the quick guide below to see what each button does.
Cancel - If you click cancel, you will exit the capture menu and be brought back to the main screen.
Item Type - This drop-down allows you to pre-select the type of item you are sending to Neat for better parsing accuracy. By default, this is always set to auto-detect.
Folder - Tap to select a folder from your cabinet to save your item or leave it on the default Unfiled option to review and file later.
Edit Data Fields
- Click the pencil icon to edit your item's date, vendor, amount, category, and even add notes to your item all before sending it to Neat!
Add More - Select Combined or Separated.
Choose Combined to add more pages to the same item.
Choose Separated to quickly capture individual items before upload.
Crop
- Click to drag the edges of the image to crop it. You can also Rotate your image here.
Trash
- Click to discard the image and start over.
Save - This will upload all images captured in this session.
Neat Pro Tip: After taking a photo of your item, you can select Add More if you have more pages for the same item or if you have separate items to upload at the same time. You can choose Separated or Combined.
Separated allows you to keep capturing images of individual items quickly and upload them all at once after you've captured them. Each image will be a separate item in Neat.
Combined allows you to capture multiple pages for the same item to upload as one single item with many pages.
Once you are done editing your images, click Save to send your captured item to Neat. Your item will be uploaded to Neat. You will see a Success message once it's complete.
By default, your items will be uploaded to the Unfiled section in the Neat Dashboard.
Capture an item directly to a folder
By default, all captured items go to your Unfiled folder, however you can scan your items to a specific folder too! Just follow the steps below.
In the Mobile App, open your file cabinet and browse to the folder you want to send your item too. Open the folder, and click the Camera Icon to capture an item to the folder you have open.
A window will open at the bottom of the screen. Select Take a Photo to capture an item or Import to add an item directly to this folder.
Follow the steps for importing or capturing an item. When you click Save the item will be uploaded to the folder you had selected.
Import an Item
On the home screen, toggle to Files and select Capture.
In the Capture Window, choose IMPORT.
Browse and select one or multiple items from your mobile devices photo gallery to import to Neat. Then select Confirm.
Neat Pro Tip: When importing multiple images, you can select Add More if you have separate images to upload at the same time or if you have many images to be combined into one item. Simply choose Separated or Combined.
Separated allows you to keep capturing images of individual items quickly and upload them all at once after you've captured them. Each image will be a separate item in Neat.
Combined allows you to capture multiple pages for the same item to upload as one single item with many pages.
Your item will be uploaded to Neat. You will see a Success message once it's complete.
By default, your items will be uploaded to the Needs Review section in the Neat Dashboard.
- Click the pencil icon to edit your item's date, vendor, amount, category, and even add notes to your item all before sending it to Neat!
- Click to drag the edges of the image to crop it. You can also Rotate your image here. 
- Click to discard the image and start over.
Neat Pro Tip: When importing multiple images, you can select Add More if you have separate images to upload at the same time or if you have many images to be combined into one item. Simply choose Separated or Combined.
