​Neat Smart Organization System Neat Smart Organization System - Create a New Item

Neat Smart Organization System - Create a New Item

Please Note: Neat Web App now has ALL of the desktop features, and so much more! You can continue to use this desktop application, however, all new features, improvements, and updates will occur in our Neat web application. Click here to learn more!

Use the Neat Smart Organization System to manually create a new Check, Contact, Document, Invoice, Recipe, Receipt, Statement, or Bill. This feature allows you to retain and organize important information for which you have no paper or electronic record.

Create a New Item

  1. In the Folder Navigation panel, select the folder you would like to create the new item in.
  2. Click the down arrow to the right of the Scan button. A drop-down menu will appear. Select Create an item.
    Neat Lightweight App Create New Item - Step 1
  3. In the top left corner of the
    Info tab, click the drop-down menu to select the type of item you would like to create. In this example, we will create a Receipt.
    nla item type
  4. Modify each of the fields as needed to provide details for the new item. You can add even more information by clicking Show Additional Fields.
    Neat Lightweight App Create New Item - Step 3
  5. When done modifying the item information, click Save. The new item will appear in the folder you selected in step 2.


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