Brother International DS-940DW BR-Receipts Users Guide Macintosh - Page 7

2 Overview The following descriptions and instructions will help you get started: 1. Create a Receipt Box Create a receipt box to build a database of your receipts. You can import, scan, manually create, and paste receipts into the receipt box. 2. Scan Put the receipt in the scanner and begin scanning. The scanning progress bar displays the scanning status. 3. Use a Template If your receipts have common information, such as where they originated, how goods and services were paid for, and who is responsible for them, you can use a template for batch processing. For more information, see Using Receipt Templates. 4. Field Categorizing Use the field categorizing feature to sort receipt information using field recognition. Click in Image View, drag a rectangle to highlight a section of the receipt, right-click the selected receipt section and select the field type: Receipt Date, Amount, Sales Tax, Vendor, or Payment Type (or drag the selected section directly to the desired field) to activate field recognition. A dialog box will ask if you agree with the OCR results. Click OK to add the results to the desired field, or click Cancel to discard the results and try again. 5. Export To You can save specific receipts or all the receipts in a folder as a file in CSV, PDF, QIF, QuickBooks (IIF), or the Turbo Tax (TXF) format. Use the file format best suited to your needs. a. Click on the toolbar, or select Export to File from the File menu, to open the Export to File dialog box. b. Select All Receipts or Selected Receipts to control which receipts will be exported. c. Click Settings to set up the export style. The Export dialog box will display the file type (only applies to CSV format). • Include a header line - Select Include a header line to have the field names exported. • Header Language - Select the header language from the list. • Encoding - Select a type from the list to specify a file encoding format. • Delimited by - Under Delimited by, select Comma, Tab, or Space to choose the character that will separate fields in the exported file. • Select with double quotes to have the information for each field enclosed in quotation marks. d. When you select export to QIF, a dialog box will open to let you manage Quicken Accounts first. You can import available Quicken accounts, or you can edit or delete accounts. When the Quicken accounts are ready, enter a file name and click Continue to finish. NOTE: In order to export to a QIF file, you must first create a QIF file using the Export to QIF setting in Quicken. 3