All Categories ​>​ ​Video Center

Video Center

How to Match Transactions in Neat

Learn all about transaction matching in Neat!

Updated 2 months ago by Nicole Bojko

How to Itemize Transactions in Neat

Learn how to itemize your transactions in Neat.

Updated 2 months ago by Nicole Bojko

How to Combine Items in Neat

Learn how to combine multiple items in Neat into one item.

Updated 2 months ago by Nicole Bojko

How to Share your Neat Account

Learn how to share your account with your colleagues and clients to take collaboration to the next level!

Updated 2 months ago by Nicole Bojko

How to Change your Security Questions

Learn how to update your security questions and answers in this short video.

Updated 2 months ago by Nicole Bojko

How to Connect a Bank Account to Neat for Transaction Streaming

Connect to over 10,000 financial institutions and stream transactions into Neat realtime using transaction streaming! Check out this video on how to connect an account to Neat for transaction streaming.

Updated 2 months ago by Nicole Bojko

Insights - What is Monthly Cash Flow?

Neat’s business health insights will provide you with the data and metrics you need to feel confident about your business – in real-time, on one screen on your Neat dashboard. Check out this video on monthly case flow insights!

Updated 2 months ago by Nicole Bojko

How to Separate Items in Neat

Learn how to separate a multi-page item into individual items.

Updated 2 months ago by Nicole Bojko

How to Change your Email Address

Learn how to change the email address associated with your Neat account.

Updated 2 months ago by Nicole Bojko

How to Change System Default Settings

Learn how to change your system default settings like your currency.

Updated 2 months ago by Nicole Bojko

How to Email Items Directly to your Neat Account

Learn how to use your Neat Cloud email address to send your e-receipts directly to Neat.

Updated 2 months ago by Nicole Bojko

Resetting your Neat Password

Forgot your password? Need to change it? Learn how to manage your passwords in this short video!

Updated 2 months ago by Nicole Bojko

How to Email Items from Neat

Learn how to email your items from Neat to your colleagues and clients.

Updated 2 months ago by Nicole Bojko

How to Print Items from Neat

Learn how to send items in your Neat file cabinet to your printer.

Updated 2 months ago by Nicole Bojko

How to Show and Hide Columns in Neat

Learn how to manage and organize the columns that are most useful to you in Neat.

Updated 2 months ago by Nicole Bojko

How to Bulk Edit in Neat

Learn how to edit your items in bulk in this short video!

Updated 2 months ago by Nicole Bojko

How to Share Folders in your Neat Account

Learn how to share folders in your Neat account with your colleagues and clients to take collaboration to the next level!

Updated 2 months ago by Nicole Bojko

Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)