Take the next step towards ultimate organization by doing these five things in your Shoeboxed account each month. Spending ten minutes of your time to do these tasks will help you save even more time during tax season and when you’re closing out your yearly finances.
1. Edit your incomplete receipts
This feature (still in beta) makes it easier than ever to make sure everything is squared away and accurate in your Shoeboxed account. Any receipts missing crucial information will be displayed in this section so you can quickly add the information and move on. Visit this section of your account to view receipts with no date, $0 totals, no store name or a missing category, then add the offending information and you’re done! Find out more about Receipts Needing Attention here.
2. Get reimbursed
Request a Receipt from Shoeboxed helps you get the receipts you need from co-workers, clients and friends. Instead of having to track down the receipt holder yourself, you can just go to the Request a Receipt page of your account, then simply enter their email address and your receipt request. We’ll send your friend an email with a link to upload the receipt, and once they do so, we’ll process it and add it to your account! We’ll even let you know when it’s ready.
3. Track your spending
With anytime expense reports, you have no excuses to prevent you from tracking your spending! Shoeboxed offers reports of your receipt data in PDF, Excel and CSV format, so pick your favorite and get exporting! The PDF export is your best choice if you want the receipt images to be included in your report, but the CSV export is great if you want to import your data into an accounting solution or other software. You can also use one of our integrations to send receipt data directly to QuickBooks, Wave, Xero and other accounting programs to track your spending.
4. Get free credits
Did you know you can earn free credits every month, just by sharing the paperless revolution with your friends? Use our Invite Friends tool to get free document credits. For every friend you invite that signs up for free, we’ll give you 5 extra credits! And if one of your friends signs up for a trial of a premium plan, we’ll give you 10! You can invite friends via email or by sharing a link on Facebook or Twitter.
5. Stay informed
If you’ve already made it through numbers 1 to 4, you’re doing great, and you’re already doing number 5 without knowing it! Reading the Shoeboxed blog is a great way to find tips and tricks about Shoeboxed, small business advice, new ideas to get organized and more. You can subscribe to our RSS feed or follow us on Facebook for the latest blog posts and updates.
By doing all of the above, you’re leaps and bounds ahead of the average person when it comes to organization and going paperless. You overachiever, you! What other things do you do every month to stay ahead of the curve?