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Posted by on Mar 31, 2016 in Product Updates | 0 comments

[New Feature] Build Custom Expense Summaries with Shoeboxed Reports

[New Feature] Build Custom Expense Summaries with Shoeboxed Reports

After months of testing and user feedback, we are proud to announce that the new Reports section of the Shoeboxed Web App is out of Beta and now an official Shoeboxed feature!

The new Reports allows users to create customized expense reports based on parameters like date, categories, and vendor name. Unlike older versions of Shoeboxed expense reporting, the goal of Reports is to give users an effortless way to create detailed and custom-built financial summaries using their receipt data.

When you log in, you’ll notice that the new design is very distinct from the Beta version. The look and feel is now consistent with the rest of the web app, and you no longer have to bypass a summary screen before creating a new report. The new permanent Reports section is also cleaner, faster, and less buggy.

Here’s a quick summary of what you’ll see in the new Reports section:


New, Cleaner Interface

Shoeboxed Reports

Build new reports, navigate through old ones, and download reports in one centralized location.

Once you click the “Reports” tab, you’ll be taken to a screen that includes a list of past reports on the right (that you can download straight to your computer) and the Reports builder on the left. The colors, fonts and buttons have also been updated to match the rest of the web app for a more pleasant and reliable in-app experience.


Autofill Smart Filters

Shoeboxed Reports

Look for specific categories and vendors in a fraction of the time using new autofill filters.

Vendor names and categories will now be searchable using autofill and a drop-down smart filter selection. In other words, if you start typing “ta” for “Target”, you will see a list populated with possible vendor name matches (it’s like Google search, but for your receipts!)


Quick Links for Date Ranges

Shoeboxed Reports Date Range

Use quick links to the right of the date boxes to instantly select a date range for your report.

We added date range “quick links” in the date filter section so that you can select common date ranges for your receipt reports without having to manually select them from the drop down calendar.

But Wait! We Still Need Your Help

We've gotten user feedback requesting pre-generated "quick reports" that would provide detailed expense summaries without a user having to build them. What kind of specific pre-generated "quick reports" would you like to see automated in your Shoeboxed account?


 

Meet Claudia Amand


As Shoeboxed's Marketing & PR Manager, Claudia focuses on maintaining a positive relationship with the media and engaging users with the Shoeboxed product. She is a graduate of UNC-Chapel Hill with a degree in Public Relations.