Payment options are configurable after the invoice has been saved as a draft.

Merchant customers now have the ability to set which payment options are available for each of their invoices. Improved Control with Payment Options Ability to define payment options per invoice

The Edit Image button was removed in favor of giving you the ability to tap the image for the rotate and manual crop actions.

When the item type is set as Auto-detect, you can add a note to the item before sending it.

The capture flow supports the ability for you to add a note for the newly captured or imported item and fill in the metadata fields available per the item type selected before saving the item in Neat.

It has been a long-awaited request to be able to add a note at the time of capture before sending the item to Neat. Mobile Enhancements Assign Metadata at the time of capture

Saved Filters can be removed and renamed.

When a saved filter is selected, the insight is updated to display the selected categories.

Saved Filters are listed at the top of the category filter.

Save Filter CTA provides you with the option to name and save the filter.

Saved Filters will allow you to quickly change the categories being returned in the insight. You’re now able to save selected categories as a filter for easy and quick access to your Top Expense Categories.

You can export the report as a PDF, CSV, or email a PDF.

When included, you can see a breakdown of the categories and amounts.

Line items can be included or excluded from the report.

Date, Account, Vendor, Category, and Reviewed.Transaction Report supports filtering by:.

Transaction Report is accessible from the Reports Dashboard for NeatBooks accounts.Introducing a new report to Neat: the transaction report allows you to see a list of all transactions and your line items.

Neat desktop software 64 bit