Other than the mentioned issues above everything else seems to work. This started after I upgraded to Windows 10 on 1/2/20. One other error that has recently showed up is that the scans are very light and don’t respond to the adjustment tool. Since it’s the beginning of the year it is getting pretty close to decision time to start up a new system like Filecenter, and just leave Neat receipts in case there is some vital old information that is needed. If we new where the tax table database was located and it was a generic database you could add or delete categories manually, but it would probably not eliminate the “error icon,” since they probably have a hard coded date check to generate the icon. It is also interesting to note that they did provide a tax table in their cloud version. You just have to be cognizant that there might be some new codes that don’t show up and you may have to manually adjust your tax report for a few entries. Since it the reporting system still works I can get a 2019 tax report off. It appears that the original tax table is the same as it always has, and I have continued to use it the last 4 weeks. I’ve continued using it without any noticeable issues. I found a reference in the some of the community comments that Neat just posted re: the “Error Icon and tax information.” Another attempt at Neat’s attempt to cripple completely 5.7. There you go, there are the locations of your NeatWorks data. If you are in a cabinet and can’t remember where you have stored it, the easiest way to find out is to hold down Command and click the little proxy icon beside the name of your data file at the top of the window, like so: To change your default cabinet, go to NeatWorks > Preferences and on the General tab there is a section for the Default Cabinet. You can have a number of different cabinets (aka data files) and put them wherever you want.
NeatWorks on the Mac is a bit more flexible. For example, you may (or may not) want to try putting it on Dropbox. I don’t believe that it is possible to change that, but you can use a program like Junction to trick NeatWorks, if that is something you want to do. NeatWorks will store your data in the following location:Ĭ:\ProgramData\The Neat Company\NeatWorks
Once you have scanned your documents in, it puts them in its own proprietary database, but where that is depends if you are running Mac or Windows. NeatWorks is a document organization software for Windows and Mac that comes bundled with the NeatDesk and NeatReceipts scanner, but on the Mac is also available for purchase standalone. If you use NeatWorks by the Neat Company, you may be wondering where it actually stores your data.
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