It baffles me why a company that claims to have great organizing software for many uses would eliminate such an important tool, reports, when they came out with their new Cloud software. The bigger problem is that, unless I find a way to store all the information I have in the Cloud, I could be stuck renewing my license for 6 years to keep the records accessible in the case of an audit. So now, when I want to create my expense report, for tax purposes, I will have to create 19 (at present) different reports instead of one summary report for all 19 categories. You can only create a report on each individual folder. In the new Cloud version, you cannot do that. Mac OS 10. In the old desktop product you were able to select My Cabinet and create a custom report, choosing date ranges and other sorting criteria and it would include all the subfolders. TWAIN Support for Neat Scanners Integrations QuickBooks Desktop Connect Multiple Neat Accounts to One QuickBooks Desktop Token in Neat. I have the desktop and the Cloud set up the same way. I set up individual folders such as Travel, Auto Expenses, Office Supplies, etc. In the software you have "My Cabinet" which is where you store and sort things.
The problem is how far back they have stepped with the functionality of the software, specifically when it comes to creating reports. That option is no longer available and you must now subscribe to their Cloud product which in itself is not horrible. I have been using Neat for years starting with the desktop version.
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